Overview

Requiring leads to share their email before starting a conversation helps your team capture contact details upfront and qualify new leads for sales or follow-up.

With this Workflow, leads and logged-out users are asked to provide their email address before they can send a message. Leads who have already provided their email won’t be asked again.

The Send message icon will remain greyed out until a lead enters their email and writes a message. Once they provide the required details, the icon becomes active, allowing them to start the conversation.

Setting up the workflow

You can either build this from scratch or use the Workflow template “Collect contact details from leads.”:

1. Got to Automations → Workflows

2. Click + New Workflow from the top-right corner

3. Select Starting from a template (or choose to start from scratch)

4. Under Teammate efficiency, select the template Collect contact details from leads

5. In the Workflow builder, define which attributes you want to collect (e.g. email, name, etc.)

6. From here, you can either continue the Workflow or leave it as is to end after collecting the details

7. Click Save and then Set live to activate it

Requiring email address only outside of office hours

If you decide to enable this Workflow, we generally recommend setting it to run only outside of office hours.

On average:

• Only outside of office hours – Reduces conversation volume by around 5%

• Always – Reduces conversation volume by around 30%

Requesting an email only after hours ensures you can follow up with leads who reach out while you’re away, without reducing engagement during your team’s working hours.

You can configure this from the first Trigger block of the Workflow:

1. Open the Trigger block

2. Scroll down to Scheduling

3. Under When to send, select ‘Outside office hours’