What is a lead?

A form on a walkthrough's intro or outro asks viewers for details, such as their name and email. When a viewer sends the form, Layerpath saves their answers as a lead. Each walkthrough keeps its own leads, on its Leads tab. To see how leads fit with the other numbers, see How Insights works.

What each lead holds

Each lead is one row on the walkthrough's Leads tab:

• First name, Last name, Email, and Phone: what the viewer entered in those fields.
• Role: the option the viewer picked in the form's dropdown, whatever the dropdown asks.
• Feedback: the viewer's answer to a feedback field, on forms that have one.
• OS, Device, and Country: the viewer's operating system, device, and country, which Layerpath records with the lead. Country shows "Others" when Layerpath can't tell where the viewer is.

Each lead also keeps the date and time the viewer sent the form, and their browser. Both are in the CSV file when you export.

Collect and export leads

To add a form:

1. Open the walkthrough in the editor.
2. Select the intro or outro step.
3. Select the button on that step. You'll see its toolbar.
4. Select Switch to form. You'll see a form in place of the button.

To choose the form's fields, see Intro and outro. To turn the form back into a button, select the form, then Switch to button. Leads come in once viewers send the form on the published walkthrough.

To see and export leads:

1. Open the project. If the editor opens, select Preview.
2. Select Analytics at the top.
3. Select the Leads tab. You'll see one row for each lead.
4. Optional: select Export csv. Your browser opens or downloads a CSV file with every lead for that walkthrough.

Limits

• Forms are on paid plans. On Free, Switch to form shows "Forms are available on paid plans."
• Layerpath keeps one lead per visit. If a viewer sends the form again in the same visit, their first answers stay.
• Leads are kept with their walkthrough, so there's no single list of every lead in the workspace. To use them in another tool, export them as a CSV file.
• Deleting a project deletes its leads too, so export them first if you need them.