Crowdpurr allows you to collect and save lead capture fields from your participants for FREE on all plans including the free Basic Plan. Lead capture fields are data fields that your participants fill out before they join your Experience. (e.g. Trivia Game, Poll, Bingo Game, Social Wall) You can then view the collected data from your participants so that you can later add them to your email list, CRM, or other marketing efforts.
You can enable lead capture fields like First Name, Last Name, Address, Email Address, and more. If you're a Classroom Plan or higher subscriber, you can also export your lead capture data to a CSV spreadsheet for easy importing into third-party marketing applications.
Accessing Lead Capture Fields
From the Experience Dashboard of any created Experience, click the purple Leads tab. Under the Lead Capture Settings section, you'll see two columns:
- Participant Settings
- Crowd Lead Capture Settings
The Participant Settings column allows you to configure specific features regarding how participants sign in. For more information on the various Participant Settings, please visit - Advanced Participant Settings. On the other hand, the Crowd Lead Capture Settings column allows you to enable and configure the various lead capture fields.
Leads tab on the Experience Dashboard
Fields For All Plans
Crowdpurr offers many commonly used lead capture fields you can enable on your Experience. These fields are available to all plan levels. With these fields, you can use your Crowdpurr Experience to create any arrangement of lead capture fields you'd like to collect.
For example, an email, address, and/or phone number list of all your participants. Or you might collect age information or a ZIP code for where your participants are located. The options are endless. You can enable one, none, or all!
Fields for All Plans are available starting on the free Basic Plan
For Trivia Games, the Nickname field is always enabled and required. This is because Crowdpurr must at least have a Nickname to display on the rankings leaderboard for the player to identify themselves. Polls do not have this requirement and you can actually create a Poll without any lead capture fields enabled!
Where is the First Name lead capture field? Good question. The Nickname field will actually automatically change to First Name if you enable the Last Name field. If you don't use Last Name, we prefer to refer to First Name as a Nickname as it feels more informal for new participants joining.
Do you need an additional, different lead capture field other than the above? Or perhaps a custom opt-in checkbox or dropdown selection? Our Seminar Plan and above offer Custom Lead Capture Fields.
Check out this article to learn more - Collect Custom Lead Capture Fields From Your Participants.
Enabling Lead Capture Fields
To add a lead capture field, simply click on the On/Off toggle next to the field you wish to enable.
After enabling a lead capture field, you may need to refresh any open Participant Views in order to see the field now enabled on your sign-in page.
| An Experience with First Name, Last Name, Email Address, and Phone Number enabled. |
To test your lead capture fields, make sure you have the Allow Multiple Sign-Ins setting enabled from the Participant Settings. This will allow you to reset your participant account and quickly test your sign-in page. With this setting disabled, you will not be allowed to sign in again and thus not be able to test updates to your sign-in page's lead capture fields.
Requiring Lead Capture Fields
All lead capture fields can either be optional or required. If set to Required, the participant must complete the field in order to pass the sign-in page and join the Experience. If the lead capture field is not required, then completing the field is optional.
Each lead capture field has a Required? checkbox. If you check the Required? box this means that the Participant View will require that the field be completed before your participant may enter your Experience. If you have the Required? field unchecked then entering this field is optional for your participants.
You may want to leave the Required? boxes unchecked as forcing participants to enter lead capture fields may dissuade them from joining your Experience. However, if any given lead capture fields are essential, then you should make sure that the Required? checkbox is checked.
| An Experience with Email Address set to Required and it not being entered upon clicking Join |
Viewing Lead Capture Data
A live table of your Experience's participants is under the Participants section of the purple Leads tab. As your participants join, they will automatically be added to the Participants table in real-time.
From this table, you can search, sort, and view your participant lead capture data using the various columns, search bar, and page buttons. Your participant data will stay safely in your Experience until you reset it or delete the Experience.
| The Participants table shows the various collected fields (not actual data). |
Editing Existing Participants
You can click on the blue Edit button to the right of each participant to open a dialog that allows you to edit or remove a participant.
Removing Existing Participants
To remove an existing participant, simply click on the blue Edit button next to the participant and then click Remove Participant in the dialog that opens.
Check out the following article for more information - Edit & Remove Participants
If you need to export your participant lead capture data, consider upgrading to the Classroom Plan or higher to access this feature. Exporting to a spreadsheet allows easier integration with third-party CRM and marketing applications.
Check out the following article for more information - Exporting Lead Capture Data to a Spreadsheet
For More Information
Check out these Help Center articles for more related information:
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