Collecting contacts: forms and lead magnets

Updated

Collecting Contacts: Forms and Lead Magnets is a free online course for beginners that in 6 lessons teaches you to win new contacts from your website with active forms, double opt-in and lead magnets.

After the course you will build an active form in Quanda with automations and double opt-in, add it to your website and offer a lead magnet that people actually want in exchange for their contact details.

  • 6 lessons
  • 2 hours of learning
  • PDF verifiable certificate

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What you will learn

After the course you will know how to

Six concrete results you will be able to achieve on your own after completing all lessons and quizzes, right in your daily work or in Quanda.

Three factors that decide how many contacts you get

You will understand how traffic, the exchange and the form work together, and where you can win the most new contacts with the least effort.

An active form from setup to automations

You will create a form, choose only the fields you need and set up adding a tag, an email to the new contact and a notification for the salesperson.

Design and animation that do not get in the way

You will match the look of the form to your website and decide when to use a fixed form and when an animated one, including the moment it appears.

Consent and double opt-in in order

You will know what consent to the processing of personal data must include and set up a confirmation email with a single verification link.

A lead magnet people want

You will choose a suitable format, validate the topic with a survey and deliver the lead magnet through an automation with a transactional email and a tag.

Going live on your website and checking results

You will insert the activation code and the display code, or use the WordPress plugin, and check in Submitted forms that the form is collecting contacts.

Working with contacts Beginner Free

Is this course for you?

See which skills you will take away from the course and who it helps most. If you recognize yourself in the description, this course is made for you.

Skills you will gain

  • Creating an active form in Quanda step by step
  • Setting up form automations with a tag and a transactional email
  • Choosing the animation type and the moment the form appears
  • Wording consent to the processing of personal data
  • Setting up double opt-in and checking unfinished verifications
  • Choosing a lead magnet format and topic for your target audience
  • Adding a form to your website and to WordPress
  • Regularly tracking results in Submitted forms

Who the course is for

  • Marketers who want to turn the company website into a steady source of new contacts
  • Online store and small business owners whose newsletter gains few new subscribers
  • Salespeople who need inquiries from the website to reach them in Quanda quickly
  • New Quanda users who have never set up an active form before
Syllabus

Course contents: collecting contacts in 6 lessons

Every lesson ends with a quiz of 7 questions. The next lesson unlocks once you answer all of them correctly.

  1. Where contacts come from You will learn which three factors decide how many new contacts you get, why your website is the main source and how to collect contacts at a trade fair too. 15 min Quiz, 7 questions
  2. Active form step by step You will build an active form in Quanda, decide what happens after it is submitted, put together the fields and add automations with a tag. 25 min Quiz, 7 questions
  3. Form design and animation You will learn to match the look of your form to your website, choose between a fixed and an animated form and set up the animation so it does not annoy. 20 min Quiz, 7 questions
  4. Double opt-in and legal compliance You will find out what consent to data processing must include, how to turn on email address verification in Quanda and how to check its results. 20 min Quiz, 7 questions
  5. Lead magnets people want We will look at proven content formats offered in exchange for a contact, how to find a topic people want and how to deliver it after the form is submitted. 20 min Quiz, 7 questions
  6. Adding the form to your website You will go through the pre-launch check, add both codes to your website and to WordPress and verify that the form really collects contacts. 20 min Quiz, 7 questions
  7. Official Quanda certificate After passing all quizzes, available as a PDF download
Certificate

An official certificate you can show

Once you pass all quizzes, we issue a Quanda certificate in your name. Add it to your resume or LinkedIn profile and show that you know your way around email marketing.

  • The certificate shows your name, the course title and the date of issue
  • A unique code and QR code lead to a page that verifies its authenticity
  • PDF to download and print, any time in your learning account
  • One-click sharing on LinkedIn, Facebook and X
How the course works

Three steps to your certificate

You complete the course in three steps: create a free learning account, work through the lessons and quizzes, and get your PDF certificate after the final quiz.

  1. Create a free account

    All you need is an email and password or a Google account. After confirming your email, add your name for the certificate.

  2. Work through lessons and quizzes

    Short lessons with real-world examples. Each one ends with a quiz and your progress is saved to your account.

  3. Get your certificate

    After the final quiz, we issue a PDF certificate with a code that verifies its authenticity.

Frequently asked questions about collecting contacts

Three things decide it. The traffic to the page, the value of what you offer in exchange for a contact, and the form itself, including when and how it appears. Most companies only work on traffic, yet improving the offer and the form is much cheaper. In the course you will go all the way from the form to the lead magnet. For our customers it can happen fast: the travel agency Delfín travel collected up to 130 contacts a day on its best days with a simple slide-in form, and more than 50,000 email addresses in about five years.

According to Quanda data, animated forms collect up to two and a half times more contacts than forms placed in a fixed position. A fixed form is still a good fit where people arrive with a specific intention, such as signing up for a seminar. Set up the animation considerately, with a visible close button and a delay after the page loads.

Double opt-in is the verification of a subscriber's email address. After the form is submitted, a confirmation email with a link is sent to the address, and the contact is added to the database only after the click. It protects you from typos and made-up addresses, and you have proof that the address was entered by its real owner.

A lead magnet is content or a tool you offer in exchange for a contact. E-books, templates and checklists, calculators, webinars, case studies or a discount work well. Do not invent the topic at your desk. Validate it with a short survey, customer questions or website analytics.

On the Insert code page you will find the activation code, which belongs in the page header, and the display code, which you insert where the form should appear. For WordPress there is a plugin you just paste the code into. Your website must run on the secure https protocol.

Yes, the course is completely free. All you need is a free learning account created with an email and password or a Google account. You need to verify your email, and your progress is then saved in the account.

Each of the 6 lessons ends with a quiz of 7 yes or no questions, and the next lesson unlocks when you answer all 7 correctly. You can retake a quiz as many times as you like, and you will see an explanation for every wrong answer. After passing all quizzes you get an official Quanda certificate in PDF, which you can download at any time and share on LinkedIn, Facebook or X.

The course has 6 lessons and takes about 2 hours. It is designed for beginners. You learn at your own pace, your progress is saved in your learning account and you can pick up where you left off at any time.

No, you don't. All you need is a free learning account on the Quanda website, which you create with your email or Google account. An app account comes in handy if you want to try the steps from the lessons right away, and you can start a 14-day free trial without a credit card.

We only store what we need for your studies: your email, your first and last name for the certificate, an optional phone number, your course progress and issued certificates. We process them in line with the Quanda Privacy Policy. You can delete your learning account yourself in your profile, and your progress and certificates are deleted with it. Any emails about similar content we may send you can be unsubscribed from using the link in each of them.

Start learning today

The course is free and you get your certificate right after the final quiz. Creating an account takes a minute.