Skip to main content

Choosing the right Conversion Flow template

Choose the right conversion flow to turn engagement into results

Updated this week

Our templates are purpose-built for specific outcomes—whether you're capturing leads, gathering feedback, or driving traffic to a landing page. Selecting the flow that aligns with your goal ensures a frictionless user experience and higher conversion rates.

This guide breaks down each template’s core purpose and components to help you choose the best fit for your campaign.

1. Contact Form

  • Why should it be used?

    • Ideal for capturing user information such as email addresses, phone numbers, or other contact details for follow-up, lead generation, or to provide additional resources to the user.

  • Objective for the Flow:

    • The main objective is to collect user data that can be used for follow-up communications, nurturing leads, or supporting customer inquiries.

  • Components of the Flow:

    • Form fields (Name, Email, Phone, etc.)

    • Call-to-action (CTA) button (e.g., “Submit”)

    • Thank You page or confirmation message upon submission

    • CRM integration should be added for automatic lead capture

2. Contact Form to URL

  • Why should it be used?

    • Useful when you want to both collect contact information and direct users to a specific URL afterward (like a landing page or thank-you page).

  • Objective for the Flow:

    • To gather user data and provide a relevant resource or next step (e.g., a special offer, downloadable content) immediately after form submission.

  • Components of the Flow:

    • Form fields (Contact information)

    • Redirect URL after submission (to a landing page, confirmation page, or resource page)

    • CRM integration should be added for automatic lead capture

3. Event Registration

  • Why should it be used?

    • Used to allow users to register for an event (virtual or in-person) and to gather important registration data.

  • Objective for the Flow:

    • The goal is to streamline event registration while capturing all necessary attendee details, such as names, emails, and sometimes payment or RSVPs.

  • Components of the Flow:

    • Form fields (for registration details like name, email, company, etc.)

    • Date & time details for the event

    • Confirmation message displayed after registration

    • QR code integration for easy check-in (if for in-person events)

    • CRM integration should be added for automatic lead capture

4. Real Estate

  • Why should it be used?

    • Ideal for real estate agents or agencies to capture leads or direct users to specific property listings or virtual tours.

  • Objective for the Flow:

    • To convert potential buyers or renters into leads by directing them to property information or capturing their details for follow-up.

  • Components of the Flow:

    • Property details or listing information

    • Form fields (for inquiries or to schedule a viewing)

    • Images or virtual tour videos of the property

    • CRM integration should be added for automatic lead capture

5. Sweepstakes

  • Why should it be used?

    • Useful for engaging users by offering a prize or incentive for providing their contact information, usually to build an email list or generate leads.

  • Objective for the Flow:

    • To increase brand engagement and generate leads by offering a prize in exchange for users' contact information.

  • Components of the Flow:

    • Entry form fields (name, email, etc.)

    • Terms and conditions link

    • Confirmation message after submission

    • CRM integration should be added for automatic lead capture

6. Landing Page to URL

  • Why should it be used?

    • Used to direct users to a secondary URL after they've interacted with a landing page, commonly used in lead generation or product launches.

  • Objective for the Flow:

    • To provide additional information or drive users toward a purchase, another resource, or further engagement.

  • Components of the Flow:

    • Landing page with CTA (e.g., “Learn More,” “Get Started”)

    • Redirect to secondary URL after CTA click (e.g., product page, purchase page)

    • Engaging copy or visuals to incentivize action

7. Scan to URL

  • Why should it be used?

    • Ideal for bridging offline and online experiences; users scan a QR code and are instantly directed to a specific URL (such as a product page, landing page, or content).

  • Objective for the Flow:

    • To offer a frictionless way to drive users from an offline source (print media, physical location) to an online destination.

  • Components of the Flow:

    • QR code leading to a specific URL

    • URL with additional information or CTA

    • Tracking and analytics to measure engagement

Did this answer your question?