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Tracking Leads

Folio can capture and help in converting your leads generated via your Folio Demo.

Joel O'Sullivan avatar
Written by Joel O'Sullivan
Updated over a week ago

Demos are a powerful tool to generate leads and increase your sales pipeline. With Folio demos, you can not only capture new leads but also send them to your CRM or marketing platform along with session analytics on engagement. This ensures that you have the data needed to make informed decisions about how to optimize your marketing efforts.

Adding Customizable Lead Form inside your demo

By doing this, you can gather user information such as name and email address while they are engaged in your demo. This is a great way to ensure that you are capturing leads from people who are already interested in your product or service.

Exporting Leads

This gives you a quick and easy way to analyze the leads you have captured and take action to nurture them toward a sale.

  • go to the "Insight" section

  • find the demo you want to analyze

  • click on the "Leads Captured" tab on the right side

  • export the data in a CSV format

Overall, Folio demos are a great way to increase your lead pipeline and grow your business. By using customizable lead forms and exporting lead data, you can ensure that you are capturing the right leads and making the most of every opportunity. So start using Folio demos today and watch your business grow!

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