Skip to main contentData Collection Forms
Lead capture forms allow you to collect valuable user information before or during agent interactions. This feature helps you generate leads, understand your audience, and provide personalized experiences.
Basic Setup
Access the data collection form through the “Add data form” button in your agent configuration.
- Title: Set a descriptive title for your form (e.g., “Contact details”)
- User Consent Text: Add privacy-compliant consent language
- Field Configuration: Define what information to collect
Field Types and Options
Standard Fields
- Name Field: Collect user names with customizable placeholder text
- Email Field: Capture email addresses for follow-up communications
- Custom Fields: Add any additional fields your use case requires
Field Configuration
Each field can be configured with:
- Data Type: Name, Email, Text, Number, etc.
- Label: Display name for the field
- Placeholder Text: Helpful text shown before user input
- Mandatory Status: Make fields required or optional
- Edit Options: Allow users to modify entries
Advanced Field Settings
- Validation Rules: Ensure data quality and format compliance
- Conditional Logic: Show/hide fields based on previous responses
- Multi-step Forms: Break complex forms into manageable sections
User Experience Design
- Modal Display: Forms appear as overlay dialogs
- Progressive Disclosure: Show fields as needed
- Clear Instructions: Guide users through the process
- Visual Feedback: Indicate progress and completion
Accessibility Features
- Clear Labels: All fields properly labeled
- Error Messaging: Helpful validation messages
- Keyboard Navigation: Full keyboard accessibility
- Screen Reader Support: ARIA labels and descriptions
Data Management
Collection Settings
- Required vs Optional: Balance data collection with user experience
- Privacy Compliance: Include necessary consent and privacy notices
- Data Validation: Ensure collected data meets quality standards
Integration Options
- CRM Integration: Connect to customer relationship management systems
- Email Marketing: Sync with email platforms for automated follow-ups
- Analytics Tracking: Monitor form completion rates and user behavior
User Journey
- User encounters the agent
- Form appears at designated trigger point
- User completes required fields
- Form submission enables agent interaction
- Data is captured for follow-up
Trigger Options
- Pre-conversation: Collect data before agent access
- Mid-conversation: Capture information during natural breaks
- Post-conversation: Gather feedback and contact details after interaction
Best Practices
- Minimal Fields: Only collect essential information
- Clear Value Proposition: Explain why you need the information
- Privacy Transparency: Be clear about data usage
- Mobile Optimization: Ensure forms work on all devices
- A/B Testing: Test different form configurations
Data Collection Ethics
- Explicit Consent: Always ask permission before collecting data
- Purpose Limitation: Only collect data you actually need
- Security: Protect user information appropriately
- User Control: Allow users to opt out or modify their data
Conversion Optimization
- Compelling Copy: Write persuasive form titles and descriptions
- Logical Flow: Order fields in a sensible sequence
- Error Prevention: Use validation to prevent common mistakes
- Success Feedback: Confirm successful form submission
Compliance Considerations
Privacy Regulations
- GDPR Compliance: Follow European data protection requirements
- CCPA Compliance: Meet California Consumer Privacy Act standards
- Industry Standards: Adhere to sector-specific regulations
Data Handling
- Secure Storage: Protect collected information
- Retention Policies: Define how long to keep user data
- User Rights: Support data access, correction, and deletion requests
Lead capture forms are powerful tools for building relationships with your agent users while respecting their privacy and preferences. 