The Lead Capture tool is a remarkable add-on offered by Art Storefronts. This allows you to easily create a pop-up that appears when a new user navigates to your site. With it, you can allow discount coupons while also growing your newsletter subscriber list. It broadens your audience and allows you to gain traction faster than ever. If you’d like to learn a little more about the Lead Capture tool and why it’s important, check out our blog post Built-In Lead Capture Tool.
Art Storefronts Recommendation
You should follow these directions exactly as they appear. The information contained in this video and article adhere to best practices. If you want your Art Storefronts site to align with Best Practises you need to follow these directions exactly.
What do I do next?
Now that you have the basic set up for the Lead Capture Tool completed there are two different routes you can go. The first route is optional. You can create a much more in-depth and personalized outgoing email using a MailChimp template. THIS IS OPTIONAL AND NOT REQUIRED. If you're interested in this optional task, please check out How To: Use Custom Mail Templates with the Lead Capture Tool. If you do not wish to take the optional course of action, the next step you should be taking is to make sure you have created your automated outgoing reminder e-mails. If you would like more information about that, please see our article How To: Set Up Email Automation for the Lead Capture Tool.
As a business owner who sells art online, you’re going to want to gather leads as often and as easily as possible. You’re going to get random traffic from the internet, traffic from Facebook, Instagram and various other places. Traffic doesn’t necessarily equate to leads, especially if you don’t have some sort of pop-up with an offer showing up on your website.
Art Storefronts offer its customers the ability to create, what we call, a Lead Capture tool for use on the site. This is a pop-up that appears for customers the first time they visit your site and it invites them to sign up for your newsletter, so they can receive updates, but it also promises them a discount of some sort or to be entered in a raffle for a free print.
Generally, Art Storefronts suggests that you offer a 20% coupon to people who sign up via your Lead Capture tool. You can choose to change the discount amount at any time, but if you do so, you are not following best practices and it may not provide the kind of return you’re looking for. Start with the 20% and if you’re not getting results, feel free to change it up later down the line.
Table of Contents
Set Up the Lead Capture Tool
- Make sure you are logged in to your Art Storefronts Control Panel. This is sometimes called the Site Manager or even the back-end of the site. These three terms all mean the same thing and can be used interchangeably.
When you are sure you are logged in to the right place, scroll down the page, until you find a page titled Newsletter Sign-Up. Art Storefronts creates this page, by default for its customers.
Please Note: If you don’t have a page labeled Newsletter Sign-Up, you can click the +ADD PAGE button, name the page Newsletter Sign-Up, select a Form page and click create. For an in-depth walkthrough of that process, you can check out How To: Create a Form Page.
- After you’ve clicked on Newsletter Sign-Up, you’ll be taken to a new page. On that page, there are multiple tabs. You need to find the one titled FIELDS. And make sure you are on it.
- Scroll down the page and find the section titled Edit Form Fields. You’re going to see Message and Name. For each of those, click the Delete.
You may be asking yourself why you would want to delete the Message and Edit field, but we have a good reason. It’s been proven that people don’t want to take the time to fill out multiple fields. The fewer number of fields you have the better chance of capturing the potential customer’s email address. If you want to leave these fields, you are welcome to do so, but it’s not best practice.
- A pop-up will appear asking if you are sure you want to delete these sections. Click Ok.
- The only field that should be left is Email. When you’re sure that’s what you see, scroll up the page and click on the tab titled INFO.
- The first section is Appears in Navigation Menu and you need to make sure it is set to No. You don’t want this as a page that is available on your site. You want it to be a pop-up so keep it out of the navigation menu.
- We’re going to skip down to the section titled Is This a Landing Page and you’ll set it to Off.
A landing page is a page of your website that is not in your navigation menu and has no navigation elements on the page. It is essentially a "standalone" page that can only be accessed if you have the direct URL of the page, or if it is linked to from another page on your website or from somewhere else.
A landing page form would usually only be used in person, such as at an art fair or within a retail store, to collect email addresses or some other information. If you want to do this, do not use a form page that you also use on your website (such as your contact form or lead capture). Instead, create a new form page just for this purpose, and set this landing page option to "On".
- Below that, find the section labeled Sender Email Address and, in the box, you MUST enter an email address that you want to be used when an email for the Lead Capture tool gets sent to the customer. If you'd like to add a name to the "from" email, your format should be as follows: Art Storefronts <firstname.lastname@example.org>
Warning: If you don’t fill this box out, your Lead Capture tool WILL NOT work.
- Next is a box labeled Submissions Should Be Emailed To. You MUST enter an email address here that you want to be used when an email for the Lead Capture tool when a customer signs up. This is how you will receive the notification that someone has signed up and their email has been sent out. If you don't fill this out, you won't get the notifications.
Warning: If you don’t fill this box out, your Lead Capture tool WILL NOT work.
- Lead Content is up next. This should already be filled out for you and it should mention that the customer can save 20% on their order. 20% is the best practice that Art Storefronts suggests. You are welcome to change this, but if you do it will not be considered best practice any longer. If you do not have this field filled in by default, you can COPY the following code.
<p style="text-align: center;"><span style="font-size:24px;"><strong>SAVE 20% ON YOUR FIRST ORDER.</strong></span></p>
<p style="text-align: center;"><span style="font-size: 14px; color: rgb(0, 0, 0); font-family: verdana, geneva, sans-serif;"><strong>Enter your email below and</strong> <strong>w</strong></span><strong style="color: rgb(0, 0, 0); font-family: verdana, geneva, sans-serif; font-size: 14px;"><strong>e'll </strong>email you a 20% OFF Coupon right now.</strong></p>
- Then, click on the Source button for the Lead Content We need to be able to put the code into the Lead Content section, so it appears properly.
- Paste the code in the Lead Content box.
- Click on the Source button again so you can make sure the code you pasted is formatting appropriately.
- Scroll down the page to the Ending Content This should also be filled out for you by default. If it isn’t filled out for some reason, you need to copy the code:
<p style="text-align: center;"><em>This offer is valid for <u><strong>NEW CUSTOMERS</strong></u> only.</em></p>
- For the Ending Content field, click on the Source button.
- Paste the code you copied.
- Click Source again and make sure the formatting is correct.
- After that, you can scroll down the page until you find a section titled Instant Confirmation Message Text. If this is not filled out, you need to fill this out with the following code:
<p>You've been added Successfully.</p><p>We are emailing your discount code right now. Please check your junk/spam just in case.</p>
- Beneath that, you’ll see Send Confirmation Email. You need to make sure this is set to Yes. If you don’t set it to Yes, people won’t get their emails with their discount codes.
- Scroll down to Confirmation Email Subject Text and title it something like Here’s You 20% Off Coupon because you want your customers to be able to know what the email they’re getting is for.
- Then, there’s a section titled Confirmation Email Content. This should be automatically filled out for you and tells the customer that they are getting 20% off and it provides the customer with the code first20 (which is the pre-created coupon used on Art Storefronts). If you don’t want to offer 20% off, you can change that wording here, but remember you’ll fall outside of the best practises Art Storefronts offers. In addition, if this is not filled in, you can copy the code below for use on your site
<div style="border: 2px dotted black; padding: 20px; margin: 20px 30px; text-align: center; line-height: 30px;">Use this code at checkout:<br />
<span style="font-size: 30px;"><b>FIRST20</b></span></div>
<p style="text-align: center;">Thanks for joining our email list. Use the code above to get <strong>20% off your first order</strong>.</p>
<p style="text-align: center;"><span style="font-size:16px;"><strong>Act quickly, because this discount will </strong><b>expire in 3 days.</b></span></p>
- Now, click on the Source button of the Confirmation Email Content box.
- Paste the code you previously copied.
- Click the Source button again and check the formatting of the code you just entered in. Make sure everything looks good. You WILL need to enter in an expiration time frame. We suggest using 3 DAYS. Don’t put an exact date, just literally put in 3 days. This stops you from having to come in and change this every day.
- Skip down the page until you see a section titled Sync New Members to MailChimp Lists and put an X next to the list you want people to be added to when they sign up for your Newsletter.
- Use This Form Site-Wide in a Modal Pop-Up Window needs to be set to Yes, so it will allow your Lead Capture tool to pop-up properly on your site.
- Now, scroll all the way back to the top of the page and find the tab titled LEAD CAPTURE TOOL and click on it. There’s one more thing you need to do to wrap this process up.
- On the next page, there’s a box labeled Appears Automatically and make sure you’ve selected the Yes option so that the Lead Capture will pop up properly on the site.
- Click the Save DO NOT CLICK THE BACK BUTTON. If you click back, you’ll lose the work you just did.
Test the Lead Capture Tool
- Click the View Live Site button from the back-end of your Art Storefronts site.
- On your site, if you’ve updated the Lead Capture Tool properly, you’ll see the pop-up appear.
- Enter an email address in the Email box.
- Underneath that, put a check in the box that says you are Not a Robot.
- Click the Submit.
- You’ll get the confirmation message and you can click Ok.
- Open a new tab and go to your MailChimp When you’re in the MailChimp account, click on Lists.
- You should see your MailChimp List and you need to click on it.
- Once the list opens you should see the email address you entered into your Lead Capture tool. This is how you will know that this is syncing to MailChimp properly.
- My page won’t save.
- You likely need to use an approved browser. If you’re using anything other than Firefox or Chrome, you should stop and use either Chrome or Firefox.
- If you’re using an approved browser, you may need to clear your cache. Check out how to clear the cache by using the article on How To: Clear your Cache.
- My Lead Capture isn’t popping up on the live site.
- If the tool is not popping properly, you need to go to the back end of your site, to your newsletter and first, you need to go to the INFO tab, scroll down and make sure Use This Form Site-Wide in a Modal Pop-Up Window is set to Yes.
- If it is set to Yes, click on the LEAD CAPTURE TOOL tab and make sure Appear Automatically is set to Yes as well. Save the page.
- Do I need to implement a MailChimp pop up too?
- Please don’t implement the MailChimp pop-up if you already have the Art Storefronts pop up on your site. They’ll conflict and cause issues.
- My pop-up appears on every time I click on a new page.
- Make sure that the time for the pop up to reappear (go to the back end of the site. Click newsletter sign up. Click LEAD CAPTURE TOOL, find the section titled After User Dismissed, Appears Again in How Many Days) is set to 1 or more. If it’s 0, it’s going to pop-up all the time.
- You may have more than one pop-up on your site. Check your page list (login to the back-end and click on the tab titled PAGES) and try to find any FORM pages and see if you have more than one set to pop-up. Multiple pop-ups are distracting and may cause customers to leave the site prematurely.
- My contact isn’t being sent to MailChimp.
- I’m receiving the email with the discount coupon to my email address.
- This is normal. You receive a copy of the email that gets sent to your customer. This is just a copy for your records. You can keep them or delete them. It is a personal preference.
What do I do next?
Congratulations on getting your Lead Capture Tool set up! There are a couple of different routes you can choose to travel from here.
First, if you’re wanting your outgoing email, you can create a custom template from MailChimp. This is an advanced process that can be a little time-consuming. If you’re setting up the Lead Capture Tool for the first time, this may not be the best option for you, but if you’re determined or you’re feeling good about the site and your skill level, give this one a shot. You can learn more from the article How To: Use Custom Mail Templated with the Lead Capture Tool.
Now, it’s time to set up some automation so you don’t have to manually remind folks that their coupon is going to expire. This is called Email Automation and it is essential in creating a sense of urgency with your customers, so they remember to buy on your site. To learn more, check out the article How To: Set Up Email Automation for the Lead Capture Tool.