Skip to end of metadata
Go to start of metadata

Overview

Lead Hunter is a special tool that helps to capture clients that are about to leave your website.

A client is visiting your site, and when he/she is ready to leave it (i.e. he/she is moving to the website close icon), a capture form pops up:

As the result, the client submits his/her contact information in this form and it is sent to you immediately.

The form pops up if a client has been viewing the site more than 10 seconds. The form won't be shown again.

The Lead Hunter form will be automatically closed in 7 seconds after a visitor submits it.

Setup

Customize the Lead Hunter form

Sign in to your Roistat account and open the Lead Hunter view.

Enable Lead Hunter by toggling the switch rightwards.

Now you can flexibly customize your form:

  • set the form heading;

  • change the button text;

  • set up and customize some extra input fields;

  • specify the text to be shown after the button is clicked on;

  • fix the place of your website where you want the button to appear.

To do this, click the Change text button in the Form settings section right under the form sample:

You will preview every form change once a parameter is edited to assess its appearance immediately.


Click Finish editing. All the main parameters are set now.


You can configure some additional Lead Hunter form parameters if necessary:

  • set a precise time interval to start tracking;

  • set an auto-popup time interval;

  • add a callback indicator to your website for the visitors to open the Lead Hunter form (learn how to fine-tune the indicator with code in the Configure forms-by-click with code);

  • specify the pages to show the Lead Hunter form:


Customize the appearance of the Lead Hunter form with CSS

The appearance of the Lead Hunter form can be customized to your particular needs. It's an easy task for your programmer or layout designer.

To do this, it's necessary to refer to Lead Hunter form elements through CSS. These elements can be discovered from a browser developer tool once the form is popped up.


E.g. if you wish to change the background colour of the form, or the button colour and its layout, use the CSS sample below:

You'll see the following form:

Leads export settings

Choose one of the leads export setting, i.e. where you want to export the contact information of potential clients:

  • By email

You may specify several e-mail addresses separated by commas.

  • By Telegram

You may specify several Telegram usernames separated by commas.

  • automatically in the CRM

    • contact information will be added as a deal to your CRM if the integration is enabled. It's available for amoCRM, Bitrix24, Megaplan, Moy Sklad, retailCRM, Pipedrive;

    • contact information will be exported via webhook if the Lead handler URL parameter of your integration is set. It's available for Custom CRM and 1C:Enterprise. Enterprise. Learn more in Export leads to Custom CRM and 1C with webhook


Done, Lead Hunter is set now.

Configure forms-by-click with code

If you want the Lead Hunter form to be opened by clicking the Callback button, use one of the following methods:

1. A more reliable method (it works even with IE below 8.0): call the window.roistatLeadHunterShow() method:


2. Add an anchor to a link (you may click on the link below):

Callback setup

You can enable an automatic callback for quick communication with the visitors who request a callback. With this, Roistat dials first the number specified in the callback settings. When a manager answers the call, Roistat calls a client.

Step 1. For the callback to initialize it's important to refine proxylead export script a little bit.

It's necessary to add the 'is_need_callback' => 1 string to the very array that contains deal data. For more examples of deal data proxying read CRM documentation.


Step 2. In Roistat, navigate to Lead HunterLeadHunter Callback.

Enable the callback feature by toggling the Allow to make callback switch rightwards.

Then, specify a phone number (standard or SIP) in the Manager's phone number field in the +7(123)456-78-90 format. You'll see a confirmation message at the lower right-hand corner of the page:

Now, a callback will be initialized immediately after a visitor sends his/her contact number via the Lead Hunter form.

 

The callback fee is deducted from your Calltracking balance. The callback balance should be refilled through funds transfer from your primary account balance.

To refill your Calltracking balance, click Add funds:

  • if primary account balance isn't 0, an input field will appear. Specify the amount to transfer and click Transfer. Funds are transferred immediately:


  • if primary account balance is 0, the BillingBalance page will automatically open.

All callback balance activity is displayed in the table at the bottom of the current tab.

Set Lead Hunter events to export goals

Lead Hunter events can initialize goals export, e.g. to Google Analytics.

To do this, configure a Lead Hunter event JS in your handler. For example:

Goal export to Google Analytics can be set instead of console.log in the example above.

 

The following events are available:

 

СобытиеОписание
onAfterAppearIt's called after the Lead Hunter form appears on the screen.
onBeforeSubmit

It's called after the form button used to send contact information is clicked on, but before this contact information is sent.

With this event, leadData parameters can be edited. E.g. you can check and correct a phone number entered. This method is to return a new leadData object.

onAfterSubmitIt's called after the data from the form is sent.

 

Lead Statistics

Open the Lead Statistics tab to view statistics on captured leads:


The table shows Lead Hunter statistics for all the relevant web pages over the last month:

  • the number of activations;

  • conversion rate;

  • the amount of leads;

  • revenue;

  • profit.


Moreover, you can view Lead Hunter deals for each page. To do this, click Display leads:


Lists of captured leads

Roistat stores all captured leads. To view them, open the Captured Leads tab:

The Captured Leads table shows the following leads data:

  • The value of the field: a client name and phone number if the relevant field is added to the capture form;

  • Visit number: a site visit number;

  • Capture pages: URLs where the Lead Hunter form has appeared;

  • Date: the exact time and date when lead data was sent to Roistat;

  • Status: the status of lead capture notification having been sent to one of the directions (e-mail, Telegram, CRM): Sent and Not sent.


You can remove leads from the table if necessary. To do this, tick the necessary leads and click Remove selected:


  • No labels