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Lead generation mode

Lead generation mode

When you use your Mobilo card in the Lead Generation mode, your card tap will share a form that your leads need to fill out so you can get their information. Once the form is completed, your lead will also receive your business card via SMS.

Video Walkthrough:

Want to see how easy it is to setup the Lead Generation Mode? Check out this video.

To learn how to change your card's mode Check out this video.


Editing your lead generation preferences:

You can edit your lead form by clicking on 'Profile Settings' on the left-hand side panel and then selecting the 'Lead Generation Tab'. You can also choose if you want to send and/or receive the virtual card after the form completion via SMS:

You can see what your form will look like by clicking on the 'Preview' button.


On the same page you can add custom fields to your Lead Generation form, by clicking the add button:

Lead Generation Mode Analytics:

All the leads collected from your forms can be accessed from the ‘Leads’ page. By clicking on a lead you'll be able to access more relevant information.

With our Automation and CRM add-on, you will be able to automatically send leads to your CRM through Zapier.


When to use the lead generation mode:

You can use this mode when you’re expected to be in a high-volume interaction like a networking event, trade show, or an open house.

Still Need Help? Contact us at support@mobilocard.com

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