Directions for adding a lead capture form:
1. 👉🏼 After opening up your Bit Document, select the more button (three dots) on the top bar and choose Share Trackable Link from the drop-down menu.
2. 👉🏼 There you will see an option to customize your trackable link. One of the options is to include a lead capture form on the document landing page.
- Add a title your audience will see
- Internal notes
- Lead capture form
- Password protection
- Link expiration date
- Personal profile
3. 👉🏼 Once you create a trackable link, you'll get two options to either email the link or copy the link to share it.
4. 👉🏼 When your audience opens up the lead capture form they will see a landing page that looks like this. Your audience will need to fill it out before they can view the document.
🎙 If you have any questions or suggestions, please message us on our in-app chat or email us at firstname.lastname@example.org.