Capture Leads, Store Data & Deliver Instant Rewards: A Comprehensive Guide

Discover how to effortlessly capture leads, store data, and deliver instant rewards through a comprehensive guide. Learn to set up a seamless process that collects user information, syncs it with Google Sheets, and provides a valuable digital asset - all with just a few clicks. Optimize your lead generation and customer engagement strategies today.

May 31, 2025

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Discover how to effortlessly capture leads, store data, and deliver instant rewards to your audience. This blog post provides a step-by-step guide on setting up a powerful function that collects user information, seamlessly integrates with Google Sheets, and offers valuable digital content as a reward.

Effortlessly Capture Leads and Grow Your Email List

In this section, we'll walk through the process of setting up a function that collects the user's first name, last name, and email address, and then pushes this information to a Google Sheet. This allows you to easily add new leads to your email list and provide them with a valuable resource, such as a PDF file.

First, we'll ensure that your Google Sheets account is properly connected to the platform you're using. Then, we'll create a new flow that triggers when a user requests the PDF file. This flow will include an action to send the collected data to the specified Google Sheet.

Next, we'll set up a function that prompts the user for their first name, last name, and email address, one question at a time. This ensures a smooth and natural conversation flow, even if the user interrupts the process. Once the user has provided all the required information, the function will trigger the lead collection flow and send the data to the Google Sheet.

Finally, we'll configure the default reply settings to include a prompt that offers the user the free PDF file and guides them through the lead collection process.

By following these steps, you can effortlessly capture leads and grow your email list, while providing your users with valuable content in return.

Seamlessly Store User Data in Google Sheets

To set up the function that collects the user's first name, last name, and email address, and then pushes the data to a Google Sheet, follow these steps:

  1. Connect your Google Sheets account in the CBB dashboard by navigating to Settings > Integrations, scrolling down to Google Sheets, and clicking "Connect."
  2. Add a new sheet manually by clicking "Add" under the "Manage" section, providing a name for the sheet, and granting "Anyone with the link" editor permissions.
  3. Copy the spreadsheet link and paste it into the "Spreadsheet Link" field in the CBB dashboard.
  4. Create a new flow in the "Flows" section, naming it "Lead Collection for PDF."
  5. Add a Google Sheets action as the starting step, selecting the connected spreadsheet and worksheet, and mapping the custom fields (first name, last name, email address) to the corresponding Google Sheet column titles.
  6. Add a content file (e.g., a PDF) that will be provided to the user after they submit their information.
  7. Create a new function in the "Functions" section, naming it "50 Recipes Guide," and configure it to collect the user's first name, last name, and email address.
  8. Associate the "Lead Collection for PDF" flow with the function, so that when the user requests the guide, their information is collected and pushed to the Google Sheet.
  9. Customize the default chat prompt in the "Settings > Integrations > Open Chat GPT" section to include the instructions for the user to provide their information one question at a time.

By following these steps, you can seamlessly integrate the collection of user data with the delivery of a valuable resource, such as a PDF guide, while automatically storing the information in a Google Sheet for future use.

Instantly Deliver Valuable Rewards to Your Subscribers

To instantly deliver valuable rewards to your subscribers, you can set up a function that collects the user's first name, last name, and email address, and then pushes this information to a Google Sheet. Once the user has provided the necessary information, you can present them with a file or PDF that they can download and get value from.

Here's how you can set it up:

  1. Connect your Google Sheets account to your chatbot platform.
  2. Create a new Google Sheet and share the link with your chatbot platform, giving it editor permissions.
  3. Set up a flow in your chatbot platform that triggers when the user requests the reward. This flow should include an action to send the user's data to the Google Sheet.
  4. Upload the file or PDF that you want to provide as the reward.
  5. Create a new function in your chatbot platform that collects the user's first name, last name, and email address, and then triggers the flow you set up in step 3.
  6. Customize the prompts in your chatbot platform to guide the user through the process of providing their information and receiving the reward.

By following these steps, you can create a seamless experience for your subscribers, where they can instantly receive valuable rewards in exchange for their contact information, which you can then use to build your email list and engage with your audience further.

Conclusion

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In this video, we have learned how to set up a function that collects the user's first name, last name, and email address, and then pushes this information to a Google Sheet. This allows you to add the user to your email list and provide them with a valuable resource, such as a PDF file with 50 different recipes.

The key steps involved in this process are:

  1. Connecting your Google Sheets account to the CBB dashboard.
  2. Creating a new flow called "Lead Collection for PDF" and setting up the Google Sheets action to send the user's data to the specified spreadsheet.
  3. Creating a new function called "50 Recipes Guide" that collects the user's first name, last name, and email address, and triggers the "Lead Collection for PDF" flow.
  4. Configuring the default reply settings to include the prompt for collecting the user's information one question at a time, and then triggering the "50 Recipes Guide" function.

By following these steps, you can easily set up a system that not only collects valuable lead information but also provides the user with a valuable resource in return. This approach helps to build trust and engagement with your audience, while also growing your email list for future marketing efforts.

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