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Deckyard

Lead Capture

Capture leads and contact information from your presentation audience.

Overview

Section titled “Overview”

The lead capture slide type lets you collect information from viewers, perfect for marketing presentations, webinars, and sales decks. Convert engaged viewers into actionable leads.

Creating a Lead Capture Slide

Section titled “Creating a Lead Capture Slide”

Add Lead Capture Slide

Section titled “Add Lead Capture Slide”
  1. Click Add Slide
  2. Select Lead Capture from slide types
  3. Configure the form fields
  4. Add your value proposition
  5. Set up notifications

Lead Capture slide editor showing title, description, form field labels, submit button text, thank-you message, and live preview

Slide Layout

Section titled “Slide Layout”

The lead capture slide includes:

  • Headline - Why they should sign up
  • Description - What they’ll receive
  • Form - Fields to collect
  • Submit button - Customizable text
  • Privacy notice - Required for compliance

Value Proposition

Section titled “Value Proposition”

Make it compelling:

  • Offer something valuable (whitepaper, demo, etc.)
  • Clear benefit statement
  • Urgency if appropriate
  • Social proof if available

Form Fields Configuration

Section titled “Form Fields Configuration”

Configure which fields to collect:

Standard Fields

Section titled “Standard Fields”
FieldPurposeRequired?
EmailPrimary contactUsually yes
NamePersonalizationRecommended
CompanyQualificationB2B recommended
Job TitleQualificationOptional
PhoneFollow-upUse sparingly

Custom Fields

Section titled “Custom Fields”

Add custom fields:

  1. Click Add Field
  2. Select field type (text, dropdown, checkbox)
  3. Enter field label
  4. Set as required or optional

Field Types

Section titled “Field Types”
  • Text - Free-form input
  • Email - Validated email
  • Phone - Phone number format
  • Dropdown - Select from options
  • Checkbox - Agreement or options
  • Hidden - Pre-filled values
Section titled “GDPR Consent”

For compliance, include:

  • Consent checkbox (required)
  • Link to privacy policy
  • Clear explanation of data use
  • Unsubscribe information

Viewing Captured Leads

Section titled “Viewing Captured Leads”

In Presentation Dashboard

Section titled “In Presentation Dashboard”
  1. Open your presentation
  2. Click Analytics or Leads
  3. View all captured leads

Lead List

Section titled “Lead List”

For each lead, see:

  • Submitted fields
  • Timestamp
  • Source (which slide/presentation)
  • Consent status

Filtering

Section titled “Filtering”

Filter leads by:

  • Date range
  • Field values
  • Consent status
  • Exported/not exported

Exporting Leads

Section titled “Exporting Leads”

Export Options

Section titled “Export Options”

CSV:

  • Standard spreadsheet format
  • Works with Excel, Google Sheets
  • All fields as columns

JSON:

  • Structured data format
  • For integration with other systems
  • Includes metadata

Export Process

Section titled “Export Process”
  1. Go to lead list
  2. Select leads (or all)
  3. Click Export
  4. Choose format
  5. Download file

Automated Export

Section titled “Automated Export”

Via webhooks:

  • Send to CRM automatically
  • Real-time delivery
  • Configure in settings

Email Notifications

Section titled “Email Notifications”

Receive notifications when new leads are captured.

Setup Notifications

Section titled “Setup Notifications”
  1. Go to presentation Settings
  2. Find Lead Notifications
  3. Enter notification email(s)
  4. Choose frequency

Notification Options

Section titled “Notification Options”
  • Immediate - Email per lead
  • Daily digest - Summary once per day
  • Weekly digest - Summary once per week
  • Off - No notifications

Notification Content

Section titled “Notification Content”

Each notification includes:

  • Lead details (name, email, etc.)
  • Presentation name
  • Timestamp
  • Link to view all leads

Webhook Integration

Section titled “Webhook Integration”

Send leads to external systems automatically.

Configure Webhook

Section titled “Configure Webhook”
  1. Go to Settings > Webhooks
  2. Enter webhook URL for leads
  3. Test the connection

Webhook Payload

Section titled “Webhook Payload”
{
  "event": "lead.submitted",
  "lead": {
    "email": "contact@example.com",
    "name": "John Doe",
    "company": "Acme Inc",
    "customField": "value"
  },
  "presentation": {
    "id": "abc123",
    "title": "Product Demo"
  },
  "timestamp": "2025-01-15T10:30:00Z"
}

CRM Integration

Section titled “CRM Integration”

Common integrations:

  • Salesforce
  • HubSpot
  • Pipedrive
  • Custom CRM via webhook

Rate Limiting

Section titled “Rate Limiting”

Lead capture is protected from abuse:

  • 10 submissions per minute per IP
  • 100 submissions per minute globally
  • Prevents spam submissions

Privacy and Compliance

Section titled “Privacy and Compliance”

GDPR Compliance

Section titled “GDPR Compliance”

Required elements:

  • Explicit consent checkbox
  • Privacy policy link
  • Clear data use statement
  • Right to deletion

Data Storage

Section titled “Data Storage”

Leads are stored:

  • In your Deckyard instance
  • Until manually deleted
  • Subject to your data policies

Anonymization

Section titled “Anonymization”

For compliance:

  • Delete leads after follow-up
  • Anonymize for statistics
  • Honor deletion requests

Best Practices

Section titled “Best Practices”

Form Design

Section titled “Form Design”
  • Only ask for essential information
  • Fewer fields = higher conversion
  • Clear value proposition
  • Mobile-friendly layout

Timing

Section titled “Timing”

Place lead capture strategically:

  • After demonstrating value
  • Not too early
  • Can use at multiple points
  • End of presentation is common

Follow-up

Section titled “Follow-up”
  • Respond quickly to leads
  • Personalize follow-up
  • Deliver promised value
  • Track conversion
Section titled “Related”