Introduction: This guide is a collection of tutorials that walk you through the process of altering the appearance of your decision trees. By following these videos, you’ll understand how to tailor the look and feel of your decision trees to match your brand’s aesthetic. Prerequisites: Design Update #1: One-Click Design Themes (or Skins) Select a […]
All posts by Nik T
LeadsHook: How to Get Answers & Help
Introduction: This guide outlines various ways to obtain assistance and participate in discussions related to LeadsHook. There are multiple channels available for support, all accessible from within LeadsHook. Prerequisites: Step-by-Step Instructions: Step 1: Create a Support Ticket from inside LeadsHook as shown below: Step 2: Get Answers from the LeadsHook Knowledge Base (this website) Step […]
How to use Calculated Fields
Introduction: This guide provides a brief introduction to using calculated fields in LeadsHook, allowing you to perform calculations based on user responses. Step-by-Step Instructions: Conclusion: By using calculated fields, you can perform complex calculations in real-time based on your users’ input. This powerful feature adds dynamicity and personalization to your decision trees. FAQs:
How to Troubleshoot Leads Transfer to Your Email Service Provider (ESP)
Introduction: This guide outlines steps to troubleshoot when your leads are not transferring as expected to your Email Service Provider (ESP) or Customer Relationship Management (CRM) system. Prerequisites: Step 1: Check ESP Limits Step 2: Verify Form Attachment and Opt-in Settings Step 3: Inspect ESP Connection in LeadsHook Step 4: Examine Field Mapping Step 5: […]
How to Add a Delay Before Redirecting to an External Page
Introduction: This guide illustrates how to add a delay before redirecting users to an external page in LeadsHook. By implementing the provided script, you can improve user experience and provide necessary notifications before redirection. Step-by-Step Instructions: Add the Following Code as shown below Note: The numeric value (2500) in the script determines the delay before […]
How to Add Date & Time to Your Decision Tree
Introduction: This guide will demonstrate how to add date and time elements to your decision tree in LeadsHook. By introducing these components, you can further personalize your interactive decision-making process. Prerequisites: Step-by-Step Instructions: How to Setup Date & Time in Your Decision Tree Step 1: Create a text custom field. Step 2: You can add […]
How to filter dropdown choices in the Form node
Introduction: This guide explains how to filter dropdown choices in the form node in LeadsHook. This functionality is beneficial when dealing with dropdown form custom fields containing more than 10 choices. Step by Step Instructions Step 1.Create a dropdown custom field under the form custom field. The dropdown choices should be more than 10. Here […]
How to always restart the decision tree from the first node.
Introduction In this article, we will learn how to always restart the decision tree from the first node. This is useful when you are using the decision tree as a chatbot or in an offline environment. Local storage is ignored. When the page is refreshed, your decision tree will start from the first node. Default […]
Understanding the 3 ways to capture data (questions and answers node, form node, text editor)
Introduction: This guide illustrates the three methods to capture data in LeadsHook – using the Questions and Answers node, the Form node, and the Text Editor. Prerequisites: In this article, we will learn the 3 ways to capture data, i.e. 1. Questions and answers node 2. Form node 3. Text editor Step by Step Instructions […]
Distribute Leads Using Your Own SMTP Using Email Notification Node
Introduction Watch this video to setup as many SMTP email servers as you want. And, then add as many Email Notification Nodes into your decision tree as you want. When Using Google or G-Suite… You can use emails associated with domains used with GSuite – you can’t use GSuite as your SMTP. Click here > […]
