topic Re: Automated form after demo request in Lead Capture Tools

Automated form after demo request

AvonKuhn — Wed, 08 Feb 2023 08:43:45 GMT

Hi,

I would like to send leads that completed a form to request a demo on our website an automated questionnaire with follow-up questions so that our sales team can better prepare and we can potentially further filter out MQL from SQLs.

Thanks,

Anna

Re: Automated form after demo request

karstenkoehler — Wed, 08 Feb 2023 08:47:37 GMT

Hi @AvonKuhn,

Which subscription level are you working with? Do you have Marketing Hub Professional?

Generally, you can set up automation after a form submission via simple automation, as explained here https://knowledge.hubspot.com/forms/form-automations, or using contact-based workflows (Menu > Automation > Workflows) and automated emails: https://knowledge.hubspot.com/email/create-automated-emails-to-use-in-workflows

Such a workflow would be triggered by the form submission and then have one action, the send of the automated email.

Best regards!

Re: Automated form after demo request

AvonKuhn — Wed, 08 Feb 2023 08:50:44 GMT

Hi Karsten,

Thanks for your immediate answer. Do I understand correctly, that I can only send an automated email with my questions, rather than another form/questionnaire that tey can complete?

Thanks,

Anna

Re: Automated form after demo request

karstenkoehler — Wed, 08 Feb 2023 09:34:52 GMT

Hi @AvonKuhn,

If you want to share another form, you would also do so via marketing email. (The form needs to get to your contacts in some way, via some channel. The vehicle to send that form would also be an email.)

Within that email, you can link whatever you would like: link to your form, link to your survey. A conversion path could look like this:

Contact submits demo form.
A contact-based workflow enrolls contacts who have submitted the demo form and delays for a few minutes before an automated email is sent´, linking to the follow-up form / survey.
Contact submits follow-up form / survey.
The contact record now features both the demo form submission and the follow-up form / survey form submission.

Alternatively, you after step 1, you could send contacts to a thank you page that already has the follow-up form / survey.

Does that answer your question?

Best regards

Re: Automated form after demo request

franksteiner79 — Wed, 08 Feb 2023 09:03:00 GMT

Hi @AvonKuhn

Just adding to @karstenkoehler's points.

One approach I have used in the past is to embed the second form into a thank you page. This works as follows and allows you to a few things:

Contact completes first form to request a demo
That form is setup to link to a thank you page
On that thank you page you thank them for the demo request and explain why you need some additional information
You can then have a workflow that checks if the demo request was completed, add a delay (I don't know how quickly someone can book a demo, today, in 24h, in 2 days) and check if the second form has been submitted.
If not you send a reminder email to please complete the 2nd form ahead of the demo call so you have all the information for a successful demo call. If they have already completed the second form the WF ends and nothing else needs to happen.

I hope that helps.

Frank

Re: Automated form after demo request

richstock — Tue, 18 Apr 2023 20:53:50 GMT

Hi @karstenkoehler - is there a way to handle this without requiring the user to have confirmed their email address first? i.e. anyone who completes the form is sent the email regardless of if they subscribe?