Introduction This guide outlines how to create a decision tree in LeadsHook. You can either follow the step-by-step instructions below or watch the provided video tutorial. Step-by-Step Instructions: Step 1: After logging into LeadsHook, you have 2 options for creating a decision tree. Step 2: You can start with a blank decision tree canvas OR […]
All posts by Nik T
Understanding the Decision Tree Budget
Introduction: This guide illustrates how to control the charges associated with your decision tree in LeadsHook to ensure it operates within your defined budget. It focuses on the two levels of protection that LeadsHook provides: Account Level Control and Decision Tree Level Control. Prerequisites: 1. ACCOUNT LEVEL CONTROL Every account has a HARD limit of […]
Decision Trees ‘Preview’ Mode
Introduction: This guide explains the ‘Preview’ mode in LeadsHook decision trees. When a decision tree is not activated, it will display a banner across it as an indication of its status. The reason we ADD this banner is to ensure you do NOT drive any traffic to this decision tree. When you decision tree is […]
Deploying Deploying Your Decision Tree: Direct Link vs. Embed Code
Introduction: This guide explains the two methods for deploying or sharing your decision tree in LeadsHook: using a Direct Link or an Embed Code. Option 1: Direct Link Option 2: Embed Code Step by Step Instructions 1. Direct Link The Direct Link is a straightforward way to share your decision tree. 2. Embed Code The […]
How to Add 3rd Party Tracking Scripts Inside LeadsHook
Introduction: This guide breaks down how to add third-party tracking scripts in LeadsHook. These scripts are generally used for tracking and analytics purposes. Prerequisites: Discussion: Most tracking scripts consist of two parts: LeadsHook provides 3 ways to add 3rd Party Scripts 1. Global Scripts If there are scripts that you’ll use or apply to more […]
How to set custom fields to ‘Required’ and ‘Visible’
Introduction This guide explains the two settings available when creating a custom field in LeadsHook: ‘Required’ and ‘Visible’. Prerequisites: Settings Explanation: Required Visible Conclusion: Understanding and effectively using the ‘Required’ and ‘Visible’ settings in LeadsHook’s custom fields can significantly improve your data capture strategy. By ensuring data is collected when needed and that leads can […]
Complete Guide to Lead Distribution from LeadsHook
Introduction: This guide walks you through the seven methods available in LeadsHook for lead distribution. You can use a combination of these methods based on your specific needs. 1. Direct Integrations We have direct integrations with the following ESPs Active Campaign UPDATE: 1 Jun 2022 Forms have been moved to in the Active Campaign user […]
How to Cancel Your LeadsHook Account
Introduction: If you wish to cancel your Leadshook account, you can do it easily through this step-by-step guide. By following the instructions provided in this article, you can ensure that your account will be terminated effectively, and you won’t incur any additional charges if you’re still in the trial phase. Step-by-Step Instructions: Step 1: Log […]
How to Format Chatbot lines in Leadshook
Introduction This guide provides a step-by-step process on how to format the appearance of question lines in your LeadsHook decision tree. Prerequisites Here is an example of a question line without formatting: Here is an example of a question with formatting: Step by Step Instructions 1. Creating Question Lines 2. Formatting question lines Conclusion: Effectively […]
How to format form input?
Introduction This guide will demonstrate how to format the appearance of form inputs in your decision tree using LeadsHook. Here is an example of a form input without formatting: Here is an example of a form input with formatting: Step by Step Instructions On the decision tree canvas,1. Click the settings icon2. Click “Appearance” the […]
