When you share a Bit document, you can choose whether or not you would like to add a lead capture form to your document. A lead capture form is essentially a sign up form that you can add to your document and require your audience to fill it out before they enter your document. It's a great way to capture leads & know who is entering your document.

🎥 Watch this video to learn more👇

Follow these directions to add a lead capture form to your Bit document:

👉🏼1. After you are done creating your document, click the 'More button' on the top right hand corner of the top bar. 

👉🏼2. Select the 'Share' option.

👉🏼3. Select 'Turn on sharing.'

👉🏼4. Go to the third option Share Trackable Link and click on 'Create Link.'

 👉🏼5. Next, you will see an option to customize your trackable link. Here are the settings you can customize:

  • Add a title to the document that your recipient will see
  • Include a lead capture form (Choose to add a field to enter a name, email, company, job title or phone number)
  • Make the trackable link password protected
  • Set an expiration date for the trackable link access

👉🏼6. Next a pop up will come up showing the trackable link you created. You can now share it with your audience. 

💡Bit Tip: If you'd like to see the view your visitor would see, open it up in an incognito window or another browser where you're not signed into Bit. 

🎙 If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar and select chat with us) or email us at hello@bit.ai. 

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