How to introduce the swipe journey and collect data for Lead Gen

How to introduce the swipe journey and collect data for Lead Gen

This is a guide on adding additional cards, such as start, info, and final cards, to your swipe journey. The purpose is to introduce the swipe journey but also to be able to collect user data for surveys, Lead Gen etc.

The Start Card

Step 1

You can add a start card once you have created your swipe journey (see onboarding guide). To do this, click Start Card in the menu to the left.

Step 2

You can introduce the swipe journey and describe the purpose and what happens next by adding a title, subtitle, image, and button text and press UPDATE. (Logo can be changed under Settings).

The Info Card

Step 1

You can find the Info Card under the Start Card in the menu on the left.

Step 2

You can find the Info Card under the Start Card in the menu on the left. Use this card to collect information on the user before swiping. This could be name, age, preferences, etc.

Remember to add your privacy policy.

The Final Card

Step 1

The Final Card is found in the menu on the left and is similar to the Info Card.

Step 2

The Final Card is used to collect information about the customer for Lead Gen after swiping. This can be name, email, mobile number, etc. It can also be a “well done,” “thanks for your help,” or “sign up for our newsletter.” Remember to add a privacy policy.

The button can lead to products, a website, or a popup.

It is also possible to go directly to the products if the customer does not want to fill out the contact form.

Find the styling of the secondary button under Settings.

If you need our help, please contact us via the chat in the bottom right corner.

How to create a campaign

How to create a campaign

This is a guide to help you create a campaign for your swipe modules. This means you can collect data from different channels, such as your website, newsletters, Social Media, etc.

Step 1

Log in to app.roccai.com and choose the module you want to create a campaign for. Press the Share icon.

How to create a campaign

Step 2

To create a campaign, press this button.

How to create a campaign

Step 3

Now you can add the information needed to set up the campaign and press Create Link. Clik the question icons if you need elaboration.

How to create a campaign

Step 4

Copy the link or the embedding code and add it to the channel. See how to embed a swipe module on your website here.

How to create a campaign

If you need our help, don’t hesitate to get in touch with us via the chat bottom right corner.