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Conversion Flow Templates and Use Cases

Understand when to use our Conversion Flow templates offered for each use case.

Updated over 2 months ago

When designing a conversion flow, it's essential to select the template that best aligns with the client's objectives. Each template is built to serve a specific purpose, whether that’s generating leads, collecting feedback, driving event registrations, or guiding users toward a specific URL. We offer a variety of conversion flow options, allowing clients to choose the one that matches their unique goals and audience behaviors. By selecting the right flow, clients can optimize their user interactions, improve engagement, and ultimately increase conversion rates.

This brief outlines the available templates, detailing their core purpose, ideal use cases, and components to help guide the selection process.

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 or email sent after registration

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

    • CRM integration should be added for automatic lead capture

4. Feedback

  • Why should it be used?

    • To gather feedback from users or customers about their experiences with your brand, product, or service.

  • Objective for the Flow:

    • To collect insights or satisfaction scores that can inform product development, customer service, or marketing strategies.

  • Components of the Flow:

    • Rating systems (e.g., star ratings, NPS scores)

    • Open-ended questions for feedback

    • CTA (e.g., "Submit Feedback")

    • Thank You message post-submission

    • Option for redirect to URL for further engagement

    • CRM integration should be added for automatic lead capture

5. 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

    • Redirect URL to more listings or detailed property pages

    • CRM integration should be added for automatic lead capture

6. 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

    • Option for redirect to URL (for additional content or information)

    • CRM integration should be added for automatic lead capture

7. 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

8. 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

    • Landing page or URL with additional information or CTA

    • Tracking and analytics to measure engagement

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