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Standalone lead generation

Standalone lead generation adds an option to collect leads from the shopper’s selection. You can add it to your results page and on the configurator selection summary as part of the recommendation experience.

What shoppers see​

Shoppers see the lead generation option as a button on the results page or in the configurator selection summary. Clicking it opens a form in a modal where they can save their selection and share their details.

Set up standalone lead generation​

Step 1: Create the item​

  • Go to Question bank
  • Click + to add a new item
  • Set the question type to Standalone lead generation
  • Configure the form fields and set where responses are sent, just like in standard leadgen

Step 2: Add it to the results page or configurator selection summary​

  • Open the results page or the configurator section where you want the lead generation option to appear
  • Add the standalone lead generation item you created

Step 3: Style it in Experience Designer​

  • Open Experience Designer
  • Select the results page or configurator section
  • Drag the lead generation component onto the canvas and adjust to match your design

Step 4: Preview and test​

  • Click Preview
  • Go through the assistant flow until you reach the results page or configurator selection summary
  • Confirm the lead generation option appears and the form works as expected

Once standalone lead generation is set up, a few common edits can affect it.

Changing a question type to standalone lead generation​

The item moves out of the question flow. It will no longer appear on the canvas and any routes linked to it will be removed.

Changing standalone lead generation to another question type​

Standalone lead generation will no longer appear on the results page or in the configurator selection summary. If you still want to collect leads, set up a new standalone lead generation item and add it back.

Deleting the item​

Standalone lead generation will no longer appear on the results page or in the configurator selection summary. This cannot be undone.

Routing​

Standalone lead generation does not use routing. It is not part of the question flow, so the add route option is not available for this item.