Capture Leads with Wisdom

Collect names and emails of visitors who interact with your Wisdom plugin

Step 1 - Head to the Apps tab

From the Apps page inside of your Membership.io Account, find and click on Wisdom.

Step 2 - Choose the plugin

Choose the Wisdom plugin where you want to enable collecting leads.

Step 3 - Enable leads collection and customize your plugin

Click on the Collect Leads option to enable this feature.

Once inside, toggle the "Collecting Leads" option to enable various customizable features. Feel free to explore the settings until you find your preferred configuration.

• Audience Tags: Type or search to add audience tags to new leads automatically.
• Welcome Message: When enabled, it lets you enter a custom welcome message for your Audience.
• Email Input Label: Change the default "Email" label to a different label of your choice.
• Name Input Label: When enabled, you can collect names and customize the default label.
• Button Label: Change the "Submit" button label.

TIP: If you need help with further customization and styling, refer to this help article.

When you're done, click the Save button in the top-right to save the changes.

Step 4 - See your new leads captured in the audience tab

Once a new user visits your Wisdom plugin, they will see the Lead Capture form (see image below) prompted right after they ask a question.

When you return to your Audience tab, the collected information is automatically saved and can be viewed in your audience list.