Use the Logic Map to capture leads in Typeform
As a busy marketing pro, time is your most valuable resource. You don’t want to waste a second of your day - and you don’t think your clients and prospects should have to, either!
In this article, we’ll walk through creating a lead generation typeform using Typeform’s intuitive form builder and interactive Logic branching. You’ll be able to collect all the information you need from new contacts, and thanks to Logic, your respondents will only see the questions that are relevant to them. It all comes together in a matter of minutes!
Oh, and great news: a Free Typeform account is all you need to create and publish this form. Let’s jump in!
1. From your Workspace, click the Create typeform button to open a new typeform:
2. You can choose between dozens of professionally-designed templates to give your typeform a polished look from the get-go. We’ll click Start from scratch for now, though - you can add custom design elements later on!
3. Now, you’ll see the Create panel. This is where you can add and design questions for your typeform - there’s even a preloaded question to help get you started:
You can also set up Logic from the Create panel. Logic is Typeform’s handy tool for guiding respondents through a form, using their previous answers to make sure they only see the questions that are most relevant to them.
We’ll get to Logic in just a bit. For now, click the + sign on the left-hand sidebar of the Create panel to see the full menu of question types. Click a question type to add it to your typeform:
You can add as many questions as you need! Check out the full list of question types to learn about your options. Here’s what we’ll use in this typeform:
- A Multiple Choice question asking which services interest the respondent
- A Short Text question to collect the respondent’s name
- An Email question asking for their email
- A Yes/No question asking if the respondent would like a quote on a current project
- Several follow-up questions for respondents working on a current project, like a Date question asking for their project due date, a Number question asking for their budget, and a Calendly question so that they can schedule a call. Later, we’ll set up Logic so that people without a current project won’t see these questions!
- A Yes/No question asking if the respondent wants to know anything else about your company
- A Long Text question so respondents who answer Yes can leave any questions or comments
We’ll also add an End Screen thanking respondents for filling out the form:
(Want hints on how to create better questions in a lead generation typeform? Here’s a list of data-based tips!)
4. Once you’ve set up all of your questions, use the Design tab to add custom visual elements, like a background image, color palette, and favorite font, to your typeform:
If you’re on a Typeform Plus plan or above, you can even add your brand logo to the form.
5. Now, click Logic on the right-hand side of the Create panel to set up the rules that will decide which questions your respondents see, based on their answers:
In the center of the panel, you’ll see your Logic Map:
The Logic Map is a visual summary of the different question paths, or flows, that your respondents can follow when answering the typeform. Before you set up any Logic rules, your questions will appear in a straight line from left to right, according to the order they appear in your typeform. You can scroll or zoom out to see all of your questions:
6. Add your first rule. This rule will make sure that only respondents who are currently working on a project will see questions about project details. To create this rule, hover over the + icon on the right edge of the first Yes/No question (#4), asking whether respondents are working on a project:
Click the icon. Drag and drop it onto the second Yes/No question (#8), asking whether respondents have additional questions. This is the question that you want respondents who are not currently working on a project to see:
7. Connecting these two questions creates a branch after question #4. Respondents will travel down one side of the branch, to question #5, or the other, to question #8, depending on their answer to question #4.
Creating this connection will also open a sidebar to the left of the Logic Map. Here’s where you’ll set up the rules that send respondents to question #5 or question #8:
Here, use the dropdown menu under Or create a new rule to specify that respondents should go to question #8 only if they answer No to question #4:
If the respondents answer yes, they’ll see question #5 instead.
Now, just click Save. Your rule is all set up!
Read more about setting up Logic to hide following questions here.
Any time you create a branching rule in Logic, branching icon(s) will appear on the paths you created. Click the icon to view the logical conditions you set up for branching:
You can then click Edit to edit the condition, or the trashcan icon to delete it
8. Set up a second branching rule after question #8, which asks respondents if they have any additional comments. Respondents who say Yes should go to a Long Text question, and respondents who say No should go to the typeform Ending.
Click the + icon on the right edge of question #8, and drag and drop it onto the Ending:
Create a condition to specify that respondents will go to the Ending only if they answer No to the Yes/No question:
Click Save again to save your second rule.
9. Looking good! Did you know that you can add rules to your Logic map without dragging and dropping links between questions? To edit a question’s Logic, just click on the step for that question from the Logic Map.
You can then edit the question’s Logic from the left-hand side of the panel. Just click + Add rule to start creating a new rule:
For example, here we’ll add a rule to the Number question, which asks about project budget. Since you have a tight schedule and can’t take on every project, you might only want to offer a Calendly appointment to leads with a certain budget, while accepting other projects as you’re able.
This rule will only show the Calendly question to respondents with a project budget of over 5000:
Everyone else will jump to the Yes/No question that asks if they have any additional comments. Since you added an Email question, you’ll still have their contact information, just in case!
Here’s what your Logic Map looks like after setting up the three rules shown here:
11. If you’ve created more than one rule for a question, each rule will appear as a gray bar under the Existing Logic header. For example, this question, from another typeform, has four rules:
Click on a bar to expand the rule. You can edit the rule, or click Delete this rule to remove it from your typeform:
You can also click Remove all at the bottom of the panel to remove all Logic for that step.
Once you’ve finished, click Save at the bottom of the panel.
Note: Note: To see a full summary of the Logic rules on your typeform, close the left-hand panel and click Branching and calculations, under Simple Logic, on the right side of the screen.
12. Awesome! You’ve become a pro at using the Logic Map. All that’s left is hitting Publish at the top of the Create panel:
Your typeform is live, and your lead gen powers are off the charts. Go ahead, celebrate! If you have any questions later on about Logic in Typeform, these guides will be right there to lend a hand.