Actually, this requirement has been taken from the CartFlows Optin page. It is really easy to capture the User’s Basic Information for Lead generation.
When the user fills and submits the Optin form then the CartFlows will create an order in the WooCommerce where all the user’s info will be displayed. If you want to send that user’s information to your CRM then you need to simply integrate your CRM with WooCommerce and the WooCommerce & your CRM plugin will communicate with each other and send order data to the CRM as soon as the new order is created in WooCommerce.
For more information on optin and how you can create an optin page you can find all the information in this article
Now, you might be thinking on how you can achieve the same thing but without the use of CartFlows Optin form. Well that is also an easy part but has more steps than the CartFlows Optin.
Let’s see how you can achieve it.
To capture the Lead or user’s basic information such as Name and Email without using the CartFlows Optin form.
Below are the simple steps that you can follow –
Step 1: Create one landing page.
Step 2: On the landing page place all your information about the product and place the contact form or the form module provided by your page builder (e.g: Elementor’s form module).
Step 3: Give the Checkout page URL or the next page URL in the contact form setting so that when the form is submitted then the user will be redirected to that URL that you have given in the setting.
Step 4: You are all set. Users will be automatically redirected to the page that you have set in the contact form’s setting.