Using a bot as a 'lead magnet' and collecting email addresses

Hi
I want to create a Brand Archetype quiz to go on my website. The process I want to create in Pickaxe is:

  1. Bot asks a number of questions to user to help identify Brand Archetype (referring to Knowledge Base document for info on Archetypes)
  2. Bot determines which Brand Archetype best fits the user and asks for User’s email so it can send results of quiz to them (and sign them up to my email newsletter)
  3. Bot emails summary of the Brand Archetype to the user
  4. User email is available for me to add to my email list

Could anyone point me in the direction of any resources that would help me build this please? Thank you!

Sarah

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Hi Sarah, I suggest you build your Pickaxe using the smart-form and structuring you user inputs in the same order as the questions (I.e. Question - User_input) and adding a make.com webhook action for the email summary (make will open up wider email customization options).

If you still need help building this, send me a DM!

Thank you so much for your advice - I’ll give it a go and see how I get on. May well be back in touch!

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What I typically do is use the Airtable action, so once you have collected the name and email address, it stores in an Airtable for you.

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@sarmori as you want to collect leads I would do what @ihmunro recommends (store them in airtable) so that you can automate what comes next (e.g. email campaign).

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@sarmori if your app is not dealing with complex data, then Google Sheets will be enough as Airtable is intended for complex databases.

Here is more info to help you choose:

Airtable vs Google Sheets

Airtable and Google Sheets are both tools for organizing data, but they serve different purposes, especially when connecting to your Pickaxe via Make. com. Here’s a breakdown to help you decide:

Overview of Differences

  • Airtable is designed like a database, offering flexible data structures with features like custom views and relationships between tables. It’s great for managing complex data, such as tracking projects with multiple linked details.

  • Google Sheets is a spreadsheet tool, ideal for simple data entry, calculations, and charts. It’s familiar to many users and supports real-time collaboration.

In the Context of Your Workflow

When using Make .com to connect your Pickaxe with a Webhook, the choice between Airtable and Google Sheets depends on your data operations:

  • If your Pickaxe needs to handle data with multiple fields or relationships (e.g., linking tasks to users), Airtable is likely better. Make .com can perform actions like creating or updating records in Airtable, and the response Webhook can send back structured data.

  • For simpler tasks, like logging entries or basic updates, Google Sheets works well. Make .com can add rows or update cells, and the response can include spreadsheet data, but it lacks Airtable’s relational capabilities.

Cost and Limitations

While Google Sheets is free with a Google account, Airtable has a free plan with limits on records and features, which might affect your workflow if you scale up. This could be a deciding factor if you expect high usage.

Consider your data complexity and workflow needs. If unsure, start with Google Sheets for simplicity, but for advanced data management, Airtable might be worth exploring, especially with Make. com’s robust integration options.

Note You can always run email campaigns if your base data is stored within a Google Sheet or Airtable. There is no bottleneck for potential email campaigns caused by which platform you decide to use.

I DMd you a comprehensive research paper on this :grin:

~Ned

Thank you so much for your response - I managed to create the automation in make.com after a bit of trial and error and it all seems to be working.

2 Likes

Hey @sarmori that’s great! :raising_hands:
Let me know if you need any assistance along the way