Collect enquiries with lead magnets and see what brings visitors
A lead magnet offers a document, such as a checklist or guide, in exchange for a company name and work email. Create one under Lead Sources, put its form on your landing page, and convert the requests you want into leads from Lead Magnets. Website Analytics shows visits and, once connected, your Google searches.
How to create a lead magnet
- Under Tools, open Lead Sources and select Lead Magnets.
- Click Create Lead Magnet. Give it a Form Name, and optionally the Allowed Domains that may show it, a Brand Color, and whether to Require WhatsApp. Click Create.
- Click the form’s Documents button and upload the documents it gives away. Each can be up to 20 MB, because it is sent by email.
- Click Embed, then Copy code, and paste the code where the form should appear on your landing page.
How to turn a request into a lead
Visitors enter their company and work email and pick a document. Free and disposable email addresses are refused, and the document is emailed to them at once.
- Under Sales, open Lead Magnets. Requests waiting for you are on the New tab.
- Click Assign & Convert on a request. Choose the sales associate and the standards the company asked about, confirm you have contacted them, and click Convert to Lead.
- The request moves into Lead Management, assigned to that associate, and the automatic follow-up emails begin.
How to see who visits and what they searched for
Under Monitoring, Website Analytics has a Visitors tab for visits recorded by the tracking tag, and a Search & Keyword Bank tab for Google searches.
The tag sets no cookies and records nothing for visitors who send Do Not Track or Global Privacy Control. To use it on your own website, add one line to every page: <script src="https://your-workspace-address/api/swctag/swctag.js" async></script>, using the address you sign in at.
Searches never reach your website, so no tag can count them. On the Search & Keyword Bank tab, click Connect with Google and sign in to the Google account that owns your Search Console property. Access is read-only, and the property must already be verified in Search Console.
Frequently asked questions
Does every lead-magnet request become a lead?
No. Requests wait under Lead Magnets until someone converts them, so your pipeline holds only the companies you chose to follow up.
Can a lead magnet collect details without a document?
Yes. A lead magnet with no documents simply collects the contact details.
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