Onboarding Guide

Jan 29, 2021   |   3 minutes  

1. Leadjetty's Hierarchy

Flows

A flow is the top level structure that will hold all the things you want your form to be. It has a name, can be of multiple type, of a certain design and of course will hold the question you want to ask your audience. 
You can think of it as a form, but it can do so much more than that, like having multiple steps, dynamically redirecting your visitors, automatically sending data out to your other apps, etc...

Variants

A variant is automatically generated for you when you first create a flow. As you start, you may only have one variant, but if you want to do some A/B testing on which flow convert the best, you will generate multiple variants that are slightly different from one another. 

Steps

This is where your questions live. Steps are part of one flow and one variant and are made up of one or multiple Elements. Steps may also have Actions attached to it.

Elements

These are the text or questions you want to present to your visitor. Elements are part of a step. 
Learn more about all the types of elements you can add to your flow here.

Actions

Sometimes you will want to add an Action after a visitor answers a question. The most likely example would be after a visitor gives you their email, you will want to send it to your Emailing Tool, like Mailchimp. You can add an Action to do this. 
Actions are optional and can be triggered only when the visitor answers a certain way. Learn more about setting up Actions here.

Responses

Lastly, each time a visitor on your site fills out one of your Flows, all their answers are saved into a Response. You can see all the responses coming in navigating to the Responses menu item in the sidebar (contact icon). 

2. Integrations

We are planning to integrate with more tools you need as we grow. Here is a list of the current apps we can send data to when you use an Action in your Flow:
  • ConvertKit
  • Mailchimp
  • ActiveCampaign
  • Calendly
  • Hubspot
  • Encharge

3. Deeper configurations


Properties

A property is website or a blog. Your account can have multiple properties if you own multiple blogs for instance. 
Each property has its own set of configurations, so it's especially useful to separate properties when you have different third party accounts that you want to connect to. For instance a different Mailchimp account for each blog. 


Contact Attributes

They are saved at the property level. Default contact attributes are created for you on any property: Email, First Name, Last Name, Phone Number. 
If you connect with an integration this will allow us to send the required information to the third party, for instance the email to create an email subscriber on your list. 
But you can create your own contact attributes. They can be used to store any type of information about your visitor and allow us to know what details you want us to send to your integrations.