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Leat Help Center

How to market your program to get more sign-ups?

Want more contacts to join your program? Start with a form: it's the fastest way to collect sign-ups. Contacts join in seconds, and every form has its own URL and QR code that you can share anywhere. A form can also start an automation, such as a welcome email the moment someone signs up.

Step 1: make the form worth filling in

Before you promote your program, set the form up to convert:

  • Add your logo and eye-catching visuals
  • Highlight the key benefits of joining
  • Include clear instructions, for example how to scan, sign up and receive a digital loyalty card

How to create a form has the steps.

Step 2: get the form's URL and QR code

  1. Go to CRM → Forms and open the form you want to use.
  2. Click Share form in the sidebar.
  3. Under Share a link, copy the URL, or click Download QR code.

Step 3: welcome every new contact

  1. On the same form, click Automation in the sidebar.
  2. Click Enable automation next to Form submission completed. The automation editor opens.
  3. Add an Automated email action with your welcome email, and activate the automation.

Automated emails: setting one up for any trigger explains how to design the email first.

Step 4: promote your form everywhere

Now you're ready to market your program. Put the QR code or URL on as many touchpoints as you can:

  • Social media posts
  • Menus
  • Receipts
  • Packaging
  • Merchandise
  • Your website
  • At the till, in store

The more visible your form is, the more sign-ups you'll get.

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