Setting up the Inbound tool
- Applies to:
The inbound tool can be customized to your requirements by Silktide, but we will need certain information from you to enable us to do this.
Choosing what information to capture
You can request any information that you could reasonably store in a text-based database, e.g. names, addresses, phone numbers. But every field you add will reduce the chance that someone completes a request, or fills in all of their information correctly. We recommend you keep your initial request simple.
To begin, we need the following:
- Your chosen user flow
There are four different user flows available within the Inbound tool, so please let us know which one you prefer.
- Header design
Your corporate brand design for header. You may also wish to include a CTA.
- Footer design
Your corporate brand design for footer. You may also wish to include a CTA.
- Data fields
What data fields do you want us to collect & store from your visitors? This can also include hidden fields for tracking.
E.g. email, phone.
Which web address do you want to use for the inbound tool? (must be a subdomain). You will also need to configure your DNS to point at our servers. E.g.
- Report view
You can choose whether the visitor sees the “Overview” or “Detail” pane.
- Email notification (optional)
If you wish to receive a notification when a lead generates a report, please supply the email address these should be sent to.
- Client email design (optional)
If you wish for your client to receive a notification when their report is generated, we need your branded email template or a design. You may also wish to configure a custom outbound mailing address.
- Calls to action (optional)
If you wish, you can add conditional calls to action inside the analysis. In order to add these, we need designs for your CTAs.
Once we have the required information from you, we can start customizing the Inbound tool accordingly. There will be some parts that require your attention still, including: