Collect Lead Data and Send Autoresponder Emails to Formfillers

# Collect Lead Data & Send Autoresponders to Form Submitters

Data-driven marketing is an important part of any company’s marketing strategy because it helps them understand the target audience better. Data is an endless stream of information that can be mined by marketers to know what their customers want.

But it’s also easy to get stuck in your lead data generation process. Luckily, we know how to collect customer information quickly without disturbing users. You guessed it—with popup forms!

While there are various combinations to gather data with Popupsmart, you will master the ways to use the Prefill feature to capture lead information in this recipe and then send autoresponder emails to form submitters.

• Create a Prefill popup form to increase form completion rates.
• Use the Prefill feature on hidden input fields to collect data.

Ready, set, and log in to your Popupsmart dashboard.

# Step #1: Click on Create a New Campaign

• Select your campaign goal, name it, and choose a domain. The popup editor screen will open once you click on Save & Close.

• You can also proceed with the onboarding process if you’re fresh blood.

# Step #2: Select a campaign layout for your form and start customizing

For this recipe, we used one of the canvas layouts, which has an image section on the right with curved edges. Of course, you can add more form fields to your template, so don’t worry about that.

• Add an image to your popup.
• Change its background and button colors.
• Edit the Headline and Description. Make sure that your copy grabs attention and conveys the value in this data-offer exchange.

Feel free to tweak and make changes on your popup until it looks fabulous.

# Step #3: Next, add new form fields to collect customer data in addition to the email address

Click the Add a New Form Field button at the bottom of the Customize section. This will open a modal with all the options you can choose from.

Important: You can collect simple information that can be found on users’ browsers such as Name and Birthday through the Prefill feature. We will use the Prefill feature for both visible and hidden input fields.

# Step #4: Edit The Input Fields and Enter Dynamic Text to Pull Data

The Input Placeholder text will show on the field. For example, “Enter your email.” On the other hand, the Input Name won’t affect any visible part of your popup.

• How to Prefill Form Fields

Copy and paste a predefined Smart Tag into the Input Name field you want to prefill. Mind that different input fields require different Smart Tags.

For example, if you’re asking the user’s name on your popup form, write on the name input field’s Input Name section as in the image below.

This will prefill the form field before the user types on it. Less time spent on filling out a form equals higher submit rates.

See our documentation on How to Use Smart Tags for further understanding.

• Use Hidden Inputs to Collect Data without Showing on Popup

Add a hidden input field by clicking on Add a New Form Field then selecting Hidden Input.

The same Smart Tag process works for Hidden Inputs as well. However, this time, you will pull the Smart Tag data (such as birthday, sex, country, etc.) without showing a related field on the popup.

For example, we added the country Smart Tag to capture visitors’ country information.

# Step #5: Set up Autoresponder to Send Automated Emails

After completing your popup form’s customization adjustments, make sure to set up the correct audience targeting and triggers. We won’t be diving into targeting, but to give you a general idea, we set our popup to show only to new visitors so that it won’t disturb users who have already seen it.

Once done, with all targeting configurations, proceed to the Publish section. Next, click on Respondent Email Notifications to set up an autoresponder email.

You can use this feature to notify visitors who submitted the form or send a coupon code to them automatically. (See How to Set up Respondent Email Notifications.)

That’s it! Now you can complete your campaign with additional settings and it’s ready to generate leads.

You can see the collected data from your campaigns’ Leads Table. It’s on the top bar of your popup editor screen (Leads.)

Here’s the final version of our popup which you can clone from our Showcase.