Latest Updates To Pinnacle Ai CRM

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New Feature: Lead Generation Forms in Hosted Videos

November 28, 20231 min read

We are thrilled to announce a groundbreaking enhancement in our CRM system – seamless lead generation from inside your hosted videos!

What is Lead Generation Forms in Hosted Video? This new feature allows for seamless lead generation from right inside your system hosted videos. 👇🏻

🔥 Why does it matter to your business?

  1. Increased Lead Generation: Capture leads effortlessly by integrating forms directly into your engaging videos.

  2. Targeted Engagement: Restrict access to premium video content, encouraging viewers to complete the form for exclusive access.

  3. Streamlined User Experience: The feature ensures a hassle-free process for users, preventing repetitive form prompts for returning visitor.

🔎 How to Use Lead Generation Forms in Hosted Video:

  1. Add Hosted Video: Insert a hosted video into the main page of the funnel or website builder.

    Lead Generation Forms on Hosted Videos

  2. Set Form Trigger: Define a specific time stamp in the video where the form should appear to viewers.

    Lead Generation Forms on Hosted Videos

  3. Configure Form Options:

    • Enable or disable the option for users to close the form and continue watching.

    • Choose whether the form submission is required or optional for video access.

    • Select the relevant form for users to fill out from the CRM.

      Lead Generation Forms on Hosted Videos

  4. Ensure Proper Settings:

    • Access Settings > Labs and ensure the new funnel builder and website builder are activated.

    • Note that the feature is available only for hosted videos placed directly on the main page, not inside pop-ups.

      Lead Generation Forms on Hosted Videos

We are confident that this feature will elevate your customer interactions and contribute significantly to your business growth.

If you have any questions or need assistance in implementing this, please do not hesitate to reach out to our dedicated support team.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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