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Getting started on Heyflow: Ultra-precise tutorial to generate your first leads
This guide guides you step by step on the Heyflow interface, in order to design and publish an effective conversion tunnel. Objective: maximize your first professional leads, without wasting time or opportunities.
1. Connection and initial interface
- Access heyflow.com and click on”
Register” at the top right of the screen. - After registration, a window is displayed: fill in your name, email, password, then click on”
Create my account”. - On the dashboard, find the left sidebar: that's where it all happens.
2. Creating a new flow step by step
- Click button : In the side menu, click on”
+ New Flow” or the “” buttonCreate a flow” at the top center. - Model choice : Select one of the optimized templates (ex: “Lead Generation”, “Contact”) or click on “Blank Flow” to start from scratch. Heyflow also offers customizable models, allowing you to adapt each flow to your specific needs and optimize user engagement.
- Action : Click on”
Use Template” or”Start” according to your preferences.
3. Adding and configuring conversion blocks
- Central zone (Canvas): You see the sequence of flow steps on the screen.
- Button”
+ Add Block” to click at the bottom of each page: select a “Text Input” block (field first name, email, telephone), or “Choice” (buttons, dropdown lists). - Define the main CTA : drag the block”
Button” at the end and rename it (“Send”, “I want to be called back”...). - Click on each block to open the control panel on the right:
- Define the label (ex: “Your professional email”).
- Activate field validation (email, telephone, mandatory).
- Add conditions if necessary (paths according to the answers).
4. Fast visual customization
- At the top left, click on”
Design” or the brush. - Customize the background colors, add your logo via the” button
Upload Logo”, and choose the fonts. - Overview : Click on”
Preview” (eye icon at the top) to test the flow in desktop and mobile mode.
5. Setting up lead collection
- Select the block”
Button” and click on the right panel: - Activate the feature”Save answers”. - The number of clicks on the button is automatically tracked in order to measure user engagement and optimize the performance of your page.
- Define the action after clicking (“Show a confirmation message”, “Redirect to a page”...).
Connect your CRM or automate:
- Click on the icon”
Integrations” in the side menu: choose your tool (HubSpot, Salesforce, Google Sheets). - Follow the guide displayed on the screen to connect your account (API or simple login). For advanced integration, the connection can also be made via an application programming interface (API), allowing you to connect your CRM to other technological platforms and automate data management.
6. Publication and dissemination
- Click on”
Publish” (big purple button at the top right). - Copy the generated URL or click on”
Embed” to get the script to integrate on your site or landing page. - To use your own domain, go to “Settings” > “Custom Domain” and follow the instructions.
7. Follow up on results to adjust live
- Go back to the main dashboard, click on the flow created.
- On the screen, click on the” tab
Analytics”: monitor the number of visitors, conversion rate, abandoned fields. The analytics dashboard makes it possible to monitor performance in real time and to obtain accurate insights into user behavior.
Pro tip : If the conversion rate is low, go back to the flow structure, simplify the steps, or make the fields non-mandatory.
Tips for your first leads
- Place the email request at the beginning to quickly capture interest.
- Use short messages, direct CTAs (“Receive a free offer”, “Be contacted again within 24 hours”).
- Test the final look and feel on mobile and desktop before publishing.
- Integrate the flow on a clearly visible page (home, offer page, dedicated banner).
Integrating Heyflow on your Website: A Practical Guide to Optimizing Your Conversions
Heyflow turns your website into a conversion machine through interactive experiences without code.
This platform allows marketing teams to create engaging user journeys that actually convert, without relying on technical resources.
Why Choose Heyflow for Your Website
Heyflow is revolutionizing the interaction with your visitors by replacing static forms with dynamic and personalized experiences. This interactive approach significantly increases user engagement and conversion rates.
Complete No-Code Solution
Total Marketing Autonomy : Build, modify, and optimize your experiences without waiting for developers. This independence accelerates your strategic tests and adjustments.
Possible Types of Experiences
- Smart multi-step forms
- Qualifying quiz and recommendations
- Advanced satisfaction surveys
- Custom lead capture pages
- Interactive product configurators
Technical Integration: Simple and Fast
4-Step Integration Process
Step 1 : Flow configuration
- Connect to your Heyflow dashboard
- Create or select the flow to be integrated
- Customize the appearance according to your graphic charter
- Configure conversion settings
Step 2 : Code Generation
Heyflow automatically generates a unique integration code for each flow. This code is optimized for performance and compatible with all CMS.
Step 3 : Integration on your Site
Step 4 : Test and Validation
Check the operation on different devices and browsers before going live permanently.
Flexible Display Options
Online integration (Inline) : Flow integrates directly into the content of your page, creating a fluid and natural experience.
Smart Pop-up : Trigger based on user behavior (scroll, time spent, exit intent) to maximize engagement at the optimal time.
Dedicated page : Creation of a complete landing page focused on your flow for specific marketing campaigns.
Best Implementation Practices
Optimal Deployment Strategy
Brand Customization and Consistency
Visual Adaptation : Scrupulously respect your graphic charter: colors, fonts, spacing. This consistency reinforces credibility and user experience.
Message and Tone : Adapt the content to your audience and your sector. The language should be consistent with your usual communication.
Testing and Continuous Optimization
A/B testing : Test different versions of your flows to identify the most efficient elements:
- Headlines and catchphrases
- Order of questions
- Design and colors
- Call-to-action
- Length of the course
Performance Analysis : Regularly monitor key metrics and adjust your strategy according to the results obtained.
Data Security
The management of cookie consents is natively integrated into your flows.
The privacy settings strictly respect the RGPD and other current regulations, while consent platforms simplify data management users. This secure architecture ensures a serene use of Heyflow while strengthening the trust of your visitors.
The combination of these functionalities makes Heyflow a complete solution for creating and managing efficient user journeys, while complying with the most stringent security standards.
Heyflow Customer Service and Support
Heyflow allows users to simply get started to create experiences that will improve their conversion rate in the following ways:
Email and chat support
Heyflow's responsive support ensures responses within 24 hours by email. The live chat, available during business hours, offers almost instant support with an average response time of 5 minutes. This dual approach ensures effective support for any technical question.
Resource Center
Heyflow documentation includes:
- Guides detailed
- Tutorials video
- Articles techniques
- Tips fromoptimization
These resources allow an autonomous increase in software skills to create personalized experiences.
Training and Expertise
Regular webinars enrich the mastery of the platform, while personalized training courses deepen specific aspects of the design. Users of the plans Pro, Business and Enterprise benefit from a dedicated account manager who optimizes their use of the tool.
Mutual Aid Community
The community forum facilitates exchanges between users.
This collaborative approach, reinforced by regular online events, creates a dynamic learning ecosystem where everyone can share their experience and enrich their knowledge through contact with other professionals.
Our opinion on Heyflow
The major advantages of Heyflow include:
- An interface Without code reachable
- Templates customizable
- Connections CRM Natives
- An improvement of 230% Conversions
There are some aspects that deserve attention. The platform requires time to adapt to master its advanced functionalities, while higher plans can weigh on the budget of small structures. Customization options could be expanded for complex technical needs.
The solution shines particularly well in the sectors B2B, financial and real estate, where in-depth customer interaction is important. Marketing and sales teams find it a powerful tool to optimize their conversions, provided they invest in a solid content strategy and thoughtful customer engagement.
FAQ
How can Heyflow help businesses increase website traffic?
Thanks to interactive forms and generation flows, Heyflow attracts more traffic, boosting sales (ex.: +150% leads, src: heyflow.com).
What is Heyflow's value for money for a large-scale company?
Starting at €45/month, Heyflow offers excellent value for money with A/B testing and analytics, ideal for a company operating on a large scale.
Is Heyflow available in French to facilitate its use?
Yes, the interface and support in French make Heyflow easy to use for French-speaking marketers.
How does Heyflow improve a company's image on the market?
Thanks to modern forms, Heyflow reinforces the brand image, positioning the company as innovative in its market.
What software does Heyflow replace for lead generation?
In terms of generation flows, Heyflow is outperforming software like Typeform with a more integrated solution for sales.
How does the Heyflow platform adapt to different business categories?
Heyflow offers templates for various categories (e-commerce, HR), allowing each company to optimize its generation flows.
