Introduction: This guide shows you how to use the text editor in LeadsHook to capture data into custom fields, expanding the ways you can glean information about your leads and customers. Here’s an example… Step-by-Step Instructions: Use the text field icon to add custom fields. Remember you can add as many custom fields as required… […]
All posts by Nik T
Understanding the Icons Listed in the Decision Tree User-Interface
Introduction: This guide provides a brief explanation of the various icons and their functionalities in the LeadsHook Decision Tree user interface. Activate: click this button to make your decision tree live. You can deactivate the decision tree by clicking this button again. Edit: enter the decision tree canvas to edit the decision tree. Direct link: […]
How the sequence of decision nodes affect the results?
Introduction When there are multiple decision nodes (each with a result section), the result is based on the sequence of the decision node. That is, the result section of the first decision node will be displayed above the second decision node, and so on. Here is an illustration:
How does decision node evaluate paths?
Introduction: This guide explains how decision nodes in LeadsHook evaluate and execute paths. Path Evaluation Process: A decision node evaluates and executes paths from top to bottom. If “Evaluate ALL paths” is not ticked Once the condition in a path is met, the decision node will move on to the next node and stop evaluating […]
How to display custom fields in any node
Introduction Introduction: This guide explains how to use custom fields to display a personalized Decision tree, whether it will be in the results node or just on any other node. Step by Step Instructions 1. Referring to the article below, we can create an answer custom field with the following configuration: How to create custom field? […]
Enabling “Required” in custom field disable default value
Introduction Issue: In a custom field, if “Required” is enabled, its default value will not be recognized. Why does this happen? If Required is enabled, your leads must input an answer, hence the default value is disregarded. If Required is disabled, your leads can choose not to input an answer, the default value will be […]
Why the entire chart area is colored?
Introduction: Occasionally, while creating a chart in LeadsHook, you may notice the entire Radar chart area colored, which could obscure the correct results display. When creating a chart, every so often you’ll see a preview that looks like this.. Are you seeing the entire Radar chart colored and not correctly showing the correct results (like […]
How to View, Download or Print Your Invoices
Introduction This article provides a step-by-step guide on how to view, download, or print your invoices in LeadsHook. By following the instructions outlined in this article, you can easily manage and keep track of your account’s billing information. Step-by-Step Instructions: Step 1: Login into Account Manager Step 2: Select the “Invoices” option as shown below […]
Form and Answer Custom Field type: calculated
Introduction When we are creating a Form or Answer Custom Field, we may choose “calculated” as the type of the custom field, to input mathematical operation/function store email in the custom field. See More How to Add Mathematical Functions in a Calculated Field
Form and Answer Custom Field type: video
Introduction When we are creating a Form or Answer Custom Field, we may choose “video” as the type of the custom field, to store video in the custom field. See More Using Video Custom Field How to Capture Data using Custom Fields Inside the Text Editor
