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How to Generate More Leads with Your WordPress Form Plugin & Automator

In this step-by-step guide, we’ll show you how to generate more leads with your WordPress form builder and Uncanny Automator.

How to Generate More Leads with Your WordPress Form Builder & Automator Feature Image

Short of dropping your business cards from a questionably air-worthy crop duster, web-based forms are one of the best ways to generate leads and improve conversions. In fact, according to Venture Harbour, a well-placed multi-step form can turn as much as 53% of your site visitors into leads.

In this post, we’ll show you how to use Uncanny Automator to generate more leads with your WordPress form builder—no pilot license required.

Get Your Form Into Form

Most WordPress form builders come with a drag-and-drop interface and, while it definitely makes them easy to use, it doesn’t necessarily mean that your forms are optimized for performance. With these quick suggestions, however, you can whip your forms into form. We promise, it’s a lot easier than flying a prop plane.

1. Make an Offer They Can’t Refuse

No one likes to give up something for nothing, even if it’s just their email address. Use offers like store credit, coupons, contests and raffles or free estimates to encourage your site visitors to fill out your forms.

2. Keep It Quick, Cordial and Concise

Only ask for the information that you absolutely need to have. For most forms, names and email addresses are all that you need to start building leads. Additional site behaviors such as purchases, page/product views or even login details can later help you refine your lead targeting.

3. Make It Mobile

According to Statista, more than half of global web page views (57%) originate from mobile devices. Design your forms with tablets and smartphones in mind. WordPress page-builders like Elementor and Divi offer responsive design interfaces to make this process easier.

4. Forms Follow Function

Design your forms with function in mind. Create sequential fields that build on previous information, keep color contrasts high to create intrigue and increase engagement and don’t forget alt text for the visually impaired. Additionally, forms that are on-brand can help instill an implicit sense of trust between you and your site visitors.

5. The Truth, the Whole Truth, Nothing But the Truth

Be upfront with your site visitors about the data that you’re collecting and what you intend to do with it. This information should be laid out in your site’s privacy policy but, realistically, apart from the lawyers in the crowd, just about no one is going to read through all of that legalese. Briefly reiterate the key components of your privacy policy with a quick pop-up window or checkbox to ensure your visitors understand your data-gathering practices.

Uncanny Automator Icon Machine

Now that your forms are, well, in form, it’s time to start generating leads and boosting those conversion rates. This is where Uncanny Automator steps in—and promptly puts your marketing on high-flying autopilot.

Connect WPForms to HubSpot

Turn your contact form into a lean, mean, lead-generating machine with WPForms and HubSpot. With this automation, you can add both site members and visitors to your contact list so that your sales team will never have a shortage of leads.

Step 1: Create a New Recipe

From your WordPress Admin Sidebar, navigate to Automator > Add New. In the pop-up window that appears, select Everyone and click Confirm.

Automator Recipe Type Selector Everyone

Step 2: Name Your Recipe

Give your recipe a title that makes it easy to recognize at a glance. We’ve named this recipe WPForms-HubSpot: Contact List so that we know the integrations involved and the purpose.

Step 3: Configure Your Trigger

In the Triggers panel, click WPForms. From the drop-down list that appears, select A form is submitted. Automator will then prompt you to select your contact form. After you’ve selected the right form, click Save.

Automator WPForms Trigger A user submits a form

Step 4: Configure Your Action(s)

In the Actions panel, click Add action. From the menu of available integrations, click HubSpot.

Automator Action Integration Menu HubSpot

From the drop-down list that appears, select Create/Update a contact in HubSpot.

Automator HubSpot Action Create/Update a contact in HubSpot

Automator will present you with an editor to input your new lead’s contact information. In the Email address field, click the Asterisk (the token icon) then select Form: Contact Form is submitted > Email.

Automator HubSpot Action Email Token

You can use Custom fields to fill out additional information about your new HubSpot contact to create more detailed leads.

Automator HubSpot Action Custom Fields

When you’re finished, click Save.

Step 5: Go Live and Grow Your Leads!

In the Recipe box on the upper right-hand side of the screen, toggle your recipe from Draft to Live. Your finished recipe should look like this:

Automator WPForms HubSpot Recipe Live

With this automation, you’ll be generating leads faster than you can draft email marketing campaigns! If you really want to give your contact form submission some much-needed jet fuel, then add a few more actions to start sorting your new contacts into lists. For example, we’ve added some actions and filters to sort our new contacts into lists based on their email domains.

How to Generate More Leads with Your WordPress Form Builder & Automator HubSpot Actions with Filters

Connect Formidable Forms to ActiveCampaign

Now that your contact list is growing, you’ll want to develop more targeted email campaigns to improve your conversion rates. This recipe connects Formidable Forms to ActiveCampaign so that you can tag your customers based on how they signed up for your newsletter. In this example, we add a tag to our new contacts to show that they’ve signed up for our newsletter via our contact form.

Step 1: Configure Your Contact Form

Include a Checkbox field in your contact form with at least two options (opt-in and opt-out). 

WPForms Contact Form Checkboxes

Step 2: Create a New Recipe

From your WordPress Admin Sidebar, navigate to Automator > Add New. In the pop-up window that appears, select Everyone and click Confirm.

Step 3: Name Your Recipe

We’ve named this recipe Formidable Forms-ActiveCampaign: Newsletter Contact Form Opt-in.

Step 4: Configure Your Trigger

In the Triggers panel, click Formidable Forms. From the drop-down list that appears, select A form is submitted with a specific value in a specific field.

Select your contact form and the field with your opt-in/opt-out checkboxes then type the opt-in response into the Value field. When you’re finished, click Save.

Automator Formidable Forms Trigger

Step 5: Configure Your Action(s)

In the Actions panel, click Add action. From the menu of available integrations, click ActiveCampaign.

Automator Actions Integrations ActiveCampaign

From the drop-down list that appears, select Add a contact to ActiveCampaign and fill out the new contact’s information just as we did in the previous recipe. Make sure to check the box labeled If the contact already exists, update their info.

Automator ActiveCampaign Actions If the contact already exists...

Click Save then click Add action and ActiveCampaign. From the drop-down list that appears, select Add a tag to a contact.

Automator ActiveCampaign Actions Add a tag to a contact

Automator will then prompt you to select the tag. We’ve selected our Newsletter tag and the email token in the Email field. Click Save. When you’re finished, your actions should look like this:

How to Generate More Leads with Your WordPress Form Builder & Automator ActiveCampaign Actions

Step 6: Go Live and Spread the News

In the Recipe box on the upper right-hand side of the screen, toggle your recipe from Draft to Live. Your finished recipe should look like this:

How to Generate More Leads with Your WordPress Form Builder & Automator Formidable Forms-ActiveCampaign Recipe Live

Connect Fluent Forms to WooCommerce

Surveys help you gather feedback to improve your products and services—they’re also an opportunity to hone your leads. But sometimes, customers are a little too busy enjoying your products to remember to tell you how great they are. With this automation, you can gently remind your customers to complete your surveys with specially generated WooCommerce coupons.

Step 1: Create a New Recipe

From your WordPress Admin Sidebar, navigate to Automator > Add New. In the pop-up window that appears, select Logged-in users and click Confirm.

Uncanny Automator Recipe Type Selector Logged-in users

Step 2: Name Your Recipe

We’ve named this recipe Fluent Forms-WooCommerce: Survey Coupon.

Step 3: Configure Your Trigger

In the Triggers panel, click Fluent Forms. From the drop-down list that appears, select A form is submitted. Automator will prompt you to select your survey form then click Save.

Automator Fluent Forms Trigger

Step 4: Configure Your Action

In the Actions panel, click Add action. From the menu of available integrations, click WooCommerce.

Automator Actions Integrations WooCommerce

From the drop-down list, select Generate and email a coupon code to the user.

Automator WooCommerce Action Generate and email a coupon code to the user

Automator will present you with an editor where you can fill in details such as the discount type, amount, limit usage, expiry date, etc. At the bottom of the editor, you can draft the email message that your survey participants will receive.

Automator WooCommerce Email Editor

When you’re finished, click Save. Your action should look like this:

Automator WooCommerce Action Generate and email a coupon code to the user Live

Step 5: Go Live and Get Feedback!

You could always fire up that rusty old crop duster to distribute coupons… or you could just toggle this recipe from Draft to Live.

Automator Fluent Forms WooCommerce Recipe Live

High-Flying Automations

Now that you’ve gotten the hang of flying—marketing automation style—you can start to pull off some truly impressive aerial stunts. Grab hold of that throttled (a.k.a. computer mouse) and give these recipes a try.

Target Your Leads

In this recipe, we use the same Fluent Forms survey to target leads with more relevant content. If, on a scale from 1-10, a customer rates a product between 7-10 in the survey, we’ll automatically add a Groundhogg tag indicating this product preference. Additionally, a second action notifies our sales team on Slack so that they can start to pick out similar or complementary products.

How to Generate More Leads with Your WordPress Form Builder & Automator Fluent Forms, Groundhogg and Slack Recipe

Note: at the top of the Triggers panel, we’ve selected Any so that the recipe will run in the event of any of the triggers being satisfied.

Publish Your Reviews

Use recipes in conjunction with one another to create even more powerful marketing automations.

This first recipe will send a text message with a link to a product review form one week after a customer purchases any product from our WooCommerce store.

Automator WooCommerce Twilio Recipe Live

With the use of some tokens, this second recipe then posts the customer’s review to the product page once they have completed the product review form.

Automator Fluent Forms WordPress Recipe Live

Now, how’s that for an aerial backflip?

Keep Automating (and Flying)

You now have tons of ways to generate leads and improve your sales with your WordPress form builder. And, as promised, you never had to taxi for take-off or landing.

Now that you’re a marketing automation ace, we would love to know how you use your web based forms. Let us know in the comments section below.

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Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time.

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