How to Automate Lead Generation (Fillout)

Introduction

This tutorial will guide you through the process of automating lead generation using Fillout, a powerful no-code tool designed to streamline your lead management. Whether you are new to Fillout or looking to enhance your skills, this step-by-step guide will help you create forms, set up scheduling, and establish automated workflows to improve your lead generation process.

Step 1: Understanding the Free Fillout Account

• Sign up for a Fillout account to access the basic features.
• The free account includes:
  • Basic form creation tools.
  • Limited number of submissions per month.
  • Basic automation features.

Step 2: Creating a Form From Scratch

• Navigate to the Fillout dashboard.
• Click on “Create New Form.”
• Choose a blank template or a pre-existing template as a starting point.

Step 3: Adding and Adjusting Field Types

• Use the form builder to add various field types according to your needs:
  • Text inputs for names and emails.
  • Dropdowns for selection options.
  • Checkboxes for multiple selections.
• Adjust the settings of each field:
  • Click on a field to edit its properties, such as labels and placeholder text.
  • Make fields required or optional based on your requirements.

Step 4: Building a Scheduling Element

• To incorporate scheduling functionality:
  • Drag the scheduling element into your form.
  • Configure available time slots based on your availability.
  • Allow users to select their preferred times for follow-up.

Step 5: Setting Up Page Logic

• Page logic helps create a dynamic form experience:
  • Click on “Logic” settings to define conditions.
  • Set up rules that show or hide certain fields based on user responses.
  • Test the logic to ensure it works as expected.

Step 6: Creating a Reminder Workflow

• To automate follow-ups:
  • Go to the workflow section.
  • Create a new reminder workflow.
  • Set the conditions for when reminders should be sent (e.g., after form submission).
  • Choose the method of notification (email, SMS, etc.)

Step 7: Publishing and Sharing Your Form

• Once your form is complete:
  • Click on the “Publish” button.
  • Customize the sharing options (link, embed code).
  • Share the form link with your audience through email or social platforms.

Step 8: Getting Additional Help

• If you encounter challenges:
  • Access Fillout's help center for tutorials and FAQs.
  • Utilize community forums for peer support.
  • Consider professional consulting if needed.

Conclusion

By following these steps, you can successfully automate your lead generation process using Fillout. This tool not only simplifies form creation but also enhances engagement through automation. Begin by setting up your free account and explore the various features to optimize your lead management strategy. For further learning, consider checking out webinars or additional resources provided by GAP Consulting.