This is crucial because when collecting leads, your ultimate goal is to nurture those relationships and convert them into loyal customers through targeted marketing campaigns.
Before You Begin
Ensure you have access to your SendX account.
You should have at least one list created in SendX to assign leads to.
Create or plan to create a pop-up form to capture lead information.
Step-by-Step Instructions
Method 1: Add Leads via Pop-Up Settings
Create Your Pop-Up
From your SendX dashboard, go to Forms > Pop-Ups and begin creating a new pop-up.
Associate a List on the Success Page
After designing your pop-up, proceed to the Success Page settings.
Scroll to the List section and select the list you want new leads to be added to.
Click Submit.
Now, all contacts who fill out the pop-up will be automatically added to the selected list.
Method 2: Add Leads via Automation
Go to Automation Settings
Navigate to Automation > Automations in your SendX dashboard and click Create New Automation.
Set Up the Trigger
Name your automation (e.g., “Pop-Up Lead to List”).
Set the Trigger to "Contact Added via Form" and select the relevant Pop-Up Form.
Define the Action
Under Action, choose "Subscribe to List."
Select the target list where you want the leads added.
Save and Activate
Click Save and ensure your automation is set to active.
Tips & Best Practices
Regularly segment and clean your lists to improve campaign performance.
Combine list assignment with lead tagging for advanced segmentation and tracking.
Always test your pop-up and automation workflows to ensure leads are being captured and added correctly.
Use welcome emails or drip sequences to engage new leads immediately after they join a list.