New Chatbot Features

Introduction: As of May 2020, we have released brand new chatbot features. In this guide, we will be exploring some of them. So, to get started – first you will need to drag and drop a question node on to the canvas & open it for editing. Step-by-Step Instructions: Step 1: To enable the chatbot: […]

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How to use Custom Fields

Introduction: This guide will illustrate the process of creating, assigning, and viewing custom fields in Leadshook, which is integral for users who wish to perform advanced functionality. Upon mastering these instructions, you’ll be capable of creating unique data fields, improving your ability to capture and organize information. Prerequisites: Classes of Fields: System fields Form fields […]

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How to concatenate custom fields?

Introduction In this article, we will learn how to concatenate custom fields. For example, in your decision tree, the custom field first_name = David, and the custom field last_name = Wellington. We can use a calculated custom field to link first_name and last_name, in order to display “David Wellington”. Step by Step Instructions 1. Create […]

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Understanding Leadshook System Fields

Introduction System fields are the default fields in LeadsHook, which cannot be modified by the users, such as email, first_name and etc. Here is how to access System custom fields: If you wish to add your own fields, you may create form or answer custom fields. How to create and add a Custom Field Important:Note […]

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Using Image Custom Field

Introduction: This guide outlines how to use image custom fields in LeadsHook to enhance user experience. Image custom fields allow you to display specific images based on your leads’ choices. You may use image custom fields to display images. Here is an example: In this example, when your leads select “male” or “female”, the image […]

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Using Video Custom Field

Introduction: This guide provides a step-by-step process to use video custom fields in LeadsHook, allowing you to enhance user experience by displaying specific videos based on your leads’ choices. You may use video custom fields to display videos. Here is an example: In this example, when your leads select “male” or “female”, the video associated […]

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How to change decimal places in custom field?

Introduction This guide outlines how to adjust the number of decimal places in number or calculated custom fields in LeadsHook. This can be useful for easier data reading and interpretation. Step by Step Instructions¬†¬† Here are 2 ways to change the decimal places in custom fields: Method 1: Open the custom field by clicking the […]

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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 […]

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How to Capture Data using Custom Fields Inside the Text Editor

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… […]

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Form and Answer Custom Field type: radio

Introduction: This guide provides instructions on how to create a Form Custom Field of the ‘radio’ type in LeadsHook. This type of custom field allows you to store selected information from radio buttons in your custom fields. Conclusion: Radio type custom fields in LeadsHook provide the ability to collect and store selected options from radio […]

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