2 min read

Getting started with OnceHub

If you ever get stuck, check out our Help Center, or reach out to our customer success team by email or live chat.

Did you know 78% of customers buy from the company that responds first? Let’s look at two powerful ways OnceHub's smart forms and chatbots help you connect with more of the right leads - sooner.

1. Qualify leads with smart forms and chatbots

Traditional forms and pop-ups might capture some leads from your website traffic but they're not without problems. They're not the best experience for your visitors, are not always seen, and could be letting leads slip away.

OnceHub offers smarter, more flexible ways to engage more visitors. Build forms that ask a series of questions, each one tailored to your visitors' previous responses. Create chatbots that target specific audiences with relevant questions in a friendly format.

Unlike traditional lead capture software, the tools in our platform can automatically qualify your leads with screening questions before offering them live chat or a scheduled meeting.

pro-services2. Engage through live chat or scheduled meetings

When someone submits a contact form on your website, does it take days for your team to lock down a meeting with them?

When a visitor is qualified by smart forms or chatbots, they can present the option to speak with your team immediately. Connect through live chat or an instant meeting. If they’re not free to chat right away, they can choose a scheduled meeting at a time that suits them.

Automating these two small pieces of your marketing and sales processes might seem simple, but their impact can be powerful.

lead engagement bot

If you’re following our Getting Started series by email, you’ll receive the next piece tomorrow. If you’ve discovered the series on your own, or you’re hungry to learn more, continue to Welcome to FormOnce.

Helpful links to continue learning


Did you know?

A user license for live chat, instant meetings, or scheduled meetings works across all our products. You don't have to pay extra to use each product!