🏠
Calcumate Support
🏠
Calcumate Support
  • Ready to get started?
    • Plan inclusions and pricing
  • CALCULATOR CUSTOMIZATION
    • Step 1 - Initial set-up
      • Call to action URL
      • Call to action (advanced settings)
    • Step 2 - Adding unit sizes
    • Step 3 - Categories
    • Step 4 - Presets
    • Step 5 - Design
    • Step 6 - Details
    • Step 7 - Publish to your website
  • Frequently Asked Questions
    • Embedding with iframes
    • Domain mismatch error
    • Where can I find my invoices?
    • Update account details
    • Logging into your dashboard
    • Set up multiple calculators fast
    • How do I position/style the geo location widget?
    • Content Security Policy (CSP)
    • How do I add Calcumate to Wix / Shopify / similar CMS?
  • DRIVING CONVERSIONS AND EFFICIENCY WITH LEAD CAPTURE
    • Lead capture overview
    • Lead data that can be captured
    • Setting up lead capture
  • CALCULATOR DATA EXTRACTION
    • Method 1: URL GET Parameters
    • Method 2: Subscribe to the Calculator event
  • FILTERING TO AVAILABLE UNITS
    • Filtering To Available Units
  • Resources
    • Getting support
    • Security and privacy
    • Terms and conditions of service
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On this page
  • Your customer experience will look like this
  • Your point of view

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  1. DRIVING CONVERSIONS AND EFFICIENCY WITH LEAD CAPTURE

Setting up lead capture

PreviousLead data that can be capturedNextMethod 1: URL GET Parameters

Last updated 10 months ago

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To turn on lead capture:

  1. Log in to your dashboard here: www.calcumate.co/login

  2. Ensure your plan is at least Generator (ie. Generator or Enterprise) to enable the lead capture function.

  3. Navigate to the calculator to which you wish to add lead capture.

  4. Go to 'advanced settings' on the 'options' tab.

  1. Turn on 'request lead details from the user'. Add the email address you want all leads to be sent to i.e. sales@mycompany.com, press '+'. If you want multiple recipients you can repeat the process to add multiple email addresses.

  1. Editing your lead generation form. Click the pencil icon to edit the questions on your lead generation form.

  2. You can edit the default questions by clicking the pencil icon. You can press the bin icon to delete questions you don't want. To add additional fields, press 'add additional field'.

  • For example, you can add a calendar (date selection) and/or extra comments (text response). Press 'save' when happy with your changes.

Your customer experience will look like this

  • The customer can use your presets or build their calculation by selecting individual items.

  • Calcumate will generate the result and provide the recommended storage unit.

  • The customer can select 'BOOK NOW' and they will provided with your lead generation form.

Customer point of view below.

Your point of view

You will receive an email with the information you have requested in your landing page.

After completing the form, they will press 'BOOK NOW' and be redirected to your CTA (call to action) URL. (You can update your CTA link in the 'options' tab)