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Lead Capturing
Identify leads from your demo story and track analytics
Demos can be used to increase your lead pipeline. With Storylane demos, you can capture new leads and send them to your CRM or marketing platform (along with their session analytics on engagement)
There are 4 main ways in which you can identify leads for your demo story:
With Buyer Reveal, you can enrich viewers' data with company info from Clearbit, automatically.
You don't even need a Clearbit account, as we took care of everything.
Therefore, enriching your demo viewers' data with Buyer Reveal is incredibly simple:
- 1.
- 2.Access Insights: View enriched company data about your demo viewers directly in the Analytics Dashboard.
Try Interactive Demo Yourself 👇
Lead forms can be added as a step in any flow of your demo. They can be inserted anywhere in your guided flow - beginning, middle, or end. Lead forms provide ways to gather user information such as name and email address while they are engaged.
You can use:
a. Storylane Lead Form
This form provides two fields:
email and name (optional) that are configurable. The form can be added as a step in any flow to collect user info.
b. Custom Embed Form
You can build your own custom form, copy and paste its embed code through the inbuilt lead form guide. Most commonly, we see forms built from:
and the lead form can be added as a specific step to your flow. We recommend going with this option if you either need to customize your form or have additional fields to collect.
You can also configure your custom lead forms even before the demo starts on your website as a gated tour. Most commonly, we see:
- Custom forms are being added to the landing page and users are redirected to demos after they fill out the form;
- Forms are used as an overlay on top of the demo. Once the form is filled out, the demo is loaded.
Storylane automatically captures leads using your marketing cookie and associates the leads with demo analytics.
Leads can also be identified by passing 'email' as a URL param either in the demo share URL or the domain where the demo is embedded.
As a result, whenever someone engages with the demo, you get notified about it in your Slack (provided it's integrated with your Storylane account) and the data gets passed on to your CRM/ Marketing stack.
One of the ways we use this at Storylane is in our weekly product update emails. Most of our product emails carry a GIF of our new releases. We link this to the actual releases demo that we create and add the email param to the demo URL.
This not only helps us understand the engagement patterns of our prospects, customers, and dormant users but also keeps the revenue teams, who spend the majority of their time inside the CRM, updated on the lead activity. We then also reach out to the prospects and dormant users whenever they show consistent engagement with our product demos.
- See an example of passing the 'email' param in the demo share URL below:
https://app.storylane.io/share/[email protected]
- Example of passing 'email' param to landing page URL that has demo embedded in it. Storylane embed code in the page will pick the email param from the parent window URL:
https://acme.com/[email protected]
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Below is the list of tools and their respective email params:
- Active Campaign: https://mycompany.storylane.io/share/ivx1h59a6vdf?email=%EMAIL%
- Apollo: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Campaign Monitor: https://mycompany.storylane.io/share/ivx1h59a6vdf?email=[email]
- Constant Contact: https://mycompany.storylane.io/share/ivx1h59a6vdf?email=[[emailAddress]]
- HubSpot: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{contact.email}}
- Intercom: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Klaviyo: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Lemlist: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Lusha: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Marketo: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{lead.Email Address:default=noemail}}
- Outreach: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Pardot: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{Recipient.Email}}
- Reply: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
- Salesloft: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email_address}}
- Woodpecker: https://mycompany.storylane.io/share/ivx1h59a6vdf?email={{email}}
Also, if you use a different tool from the ones listed above, we'd be happy to add it to the list of our supported tools.
Last modified 15d ago