FormWise Manual
Your FormWise Dashboard
  • Welcome
  • Book a 1-on-1 Onboarding Session
  • Core Features
    • Your Dashboard
    • OpenAI API Key
    • SmartForms
    • CoPilots
    • Toolsets
    • Login Mode & Monetization
      • Choose A Toolset To Monetize
      • Setting Up Stripe Payments
      • Setting Up Subscription Plans
      • Embedding Your Login Mode Toolset
      • What Your Users See
      • Login Mode FAQs
      • Creating Credit Add Ons
      • Customizing Your Tool's Credit Usage
      • Using Coupon Codes
      • Editing Default Text And Internationalization
      • Migrating Existing Users
      • Importing Your FormWise AI Tool SaaS Templates
      • Using Webhooks For Login Mode User Sign Ups
      • Login Mode Stripe FAQs
    • OpenAI's GPT Engines Overview
  • Full Features
    • Intro To Prompt Chaining in FormWise
    • Advanced Prompt Chaining Guide
    • Using Front-End File Uploads in SmartForms
    • Using Backend Data Sources in SmartForms
    • Using Backend Data Sources in CoPilots
    • Using Front-End File Uploads in CoPilots
    • Web Searching
    • Web Crawling
    • Cached Input Responses (Toolsets)
    • Using Toolset Starter Packs
      • 📢 Digital Marketing Accelerator - Toolset Starter Pack
      • 🏪eCommerce A.I. Toolkit - Toolset Starter Pack
      • 📚 Blog Writing & SEO Toolkit – Toolset Starter Pack
      • 📚 Email Marketing Power Pack – Toolset Starter Pack
      • 📚 Course Creator’s Toolkit – Toolset Starter Pack
      • 📚 Real Estate Agent Success Toolkit – Toolset Starter Pack
      • 📚 Author & Writer A.I. Kit – Toolset Starter Pack
    • Sharing & Adding Toolsets
    • Auto Populate Fields In Your Tool URLs
    • Collaborators & Workspaces
    • Brand Voice Profile Settings
    • Why Does My Copilot Not Sound Like ChatGPT (Yet)?
  • Using FormWise & HighLevel
    • HighLevel & FormWise
    • Full HighLevel Agency Plan Setup & Integration
    • Sending FormWise AI Responses to HighLevel Workflows via Webhook
  • Free Resources
    • Activate HighLevel CRM Subaccount
      • Activation Link
      • HighLevel CRM Training Tutorials
    • Use Case Guides
      • GUIDE: CoPilot Best Practices
      • GUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool Wizard
      • GUIDE: Building a Course Companion CoPilot in FormWise
      • GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS
      • GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas
      • GUIDE: Turning Responses Into PDFs
    • Use Case Examples
      • Quick Guides
        • Building A Simple A.I. Tool
        • Building A Chatbot CoPilot
        • Building An A.I. Lead Magnet
        • Building An A.I. Quiz
        • Building An A.I. Toolset
      • Generate A.I. Tool Ideas Here
      • Embedded Tool Examples
      • Watch Me Build
    • CoPilot Prompt Templates
      • ✈️Travel Assistant CoPilot Prompt
      • 📙Course Creator CoPilot Prompt
      • ✉️Email Responder Coach CoPilot Prompt
      • 👜Small Business Plan Coach CoPilot Prompt
      • 📘Facebook Ads Copy Coach CoPilot
      • 🔍SEO Article CoPilot Prompt
      • 📜Resume Coach CoPilot Prompt
      • 💌Email Copy Coach CoPilot Prompt
      • 📈GoHighLevel Coach CoPilot Prompt
      • 🥇UVP Coach CoPilot
      • 💪Fitness Coach CoPilot Prompt
      • 🔢Quiz Creator CoPilot Prompt
      • 📜Working with Transcripts CoPilot Prompt
    • SmartForm Builder GPT
    • CoPilot Builder GPT
  • SUPPORT
    • Account & Billing
    • Support & Office Hours Registration
    • Troubleshooting Errors
      • Page Load Errors
      • Error 500 Troubleshooting
      • Tools Stuck At 75%
      • Form Submission Errors
    • FAQs
    • What’s the Difference Between the Pro and Agency Plans?
  • Integrations
    • OpenAI
    • OpenAI Documentation
    • FormWise API
      • POST a Form Completion to Formwise
      • GET a Form Completion from FormWise
      • Form Completion Webhooks
        • Parsing Responses for Zapier
    • Kajabi
      • How to Send FormWise Lead Data into Kajabi using Webhooks
      • How to Embed FormWise CoPilots and SmartForms into Your Kajabi Course
    • Teachable
      • How to Embed FormWise CoPilots and SmartForms in Teachable
    • Circle.so
    • Third Party Platform Embedding
      • WordPress (Embedding Tools)
      • Webflow (Embedding Tools)
      • Wix (Embedding Tools)
      • Squarespace (Embedding Tools)
      • Bubble.io (Embedding Tools)
Powered by GitBook
On this page

Was this helpful?

  1. Free Resources
  2. Use Case Examples
  3. Quick Guides

Building An A.I. Lead Magnet

In this video, Javi demonstrates how to easily create a lead magnet or quiz using FormWise. The video showcases the process of building a tool that collects user data and generates leads.

PreviousBuilding A Chatbot CoPilotNextBuilding An A.I. Quiz

Last updated 10 months ago

Was this helpful?

Creating AI Lead Magnets with FormWise

  1. Setting up the Tool

    • Create a simple tool with multiple-choice questions.

    • Collect email at the end for lead generation and customer identification.

    • Customize the tool to fit your niche or business needs.

  2. Building the Tool

    • Use the rubric to assign points to each answer.

    • Include line breaks to separate instructions in the prompt.

    • Map questions and answers accordingly.

    • Add instructions for end results and actions.

    • Utilize GPT-4 for the tool and save the prompt.

  3. Embedding the Tool

    • Obtain a webhook for integration with CRM (e.g., GoHighLevel or Zapier).

    • Embed the tool on a landing page using the embed code.

    • Configure settings to display results and set up webhooks for data transfer.

  4. Integrating with CRM

    • Set up a workflow in the CRM (e.g., GoHighLevel) to trigger actions based on the webhook.

    • Map data fields (e.g., email) from the tool to CRM for lead management.

    • Customize email responses based on AI results and user inputs.

  5. Testing and Delivery

    • Test the tool to ensure proper functionality.

    • Review email responses and adjust formatting as needed.

    • Consider redirecting users after completion to a thank you page and delivering results via email.

  6. Sales Opportunities

    • Explore prompt chaining and dynamic nurture campaigns.

    • Create AI lead magnets for various purposes, such as career coaching.

    • Offer lead magnet creation services to clients using FormWise.

  7. Future Developments

    • FormWise is continuously improving features for lead magnet creation.

    • Stay tuned for more updates and enhancements to support users in building effective lead magnets.

Link to Loom

https://www.loom.com/share/d2c073fb7f7943648f01d81254a7358d