The Lead Generation Questionnaire (LGQ) is a powerful way to capture the Risk Number ® and contact information for leads. In addition to adding it to your website, you can also add it to your email signature so everybody you communicate with via email will have a chance to capture their Risk Number.
Navigate to your Settings page, click on the Lead Generation tab and follow these steps:
- Create a new link by clicking the + New Link button then Hyperlink to access your link in the format you need to add to your email signature.
- Finally, click Copy Link.
- Next, open your email application and go to your Settings/Preferences and find the "Signatures" section. If you have the option to enable HTML Signatures, go ahead make sure they are enabled for your account.
- Download one of our questionnaire buttons below and insert it into your email signature. Then, highlight the button you just inserted and open the "Hyperlink" tool in your email signature editor and paste in the link that you copied in Step 2. Alternately, you can use a link to a landing page on your website where you've set up the LGQ button.
Note: The steps above are not specific to any email client and may vary depending on the email service you use. Make sure your email application is set to send HTML-formatted emails. These options are usually located under your email application's "Composing" or "Composition" settings page.
You're now done! We've found that the Simple Questionnaire is an excellent lead generation tool. As such, each LGQ link will open a Simple Questionnaire for the investor to complete. When someone fills out the LGQ, Riskalyze will send you an email notification. Their contact information and Risk Number are saved in your Riskalyze account for beginning a dialogue.
📺 This instructional video may help.
Right-click the button you wish to use and choose "Save Image As..." or "Save picture as..."
Save the file to your Desktop or another memorable location so you can find it easily when setting up your email signature.
Here are all of our options:
Note: We do not offer any design or customization services for the questionnaire. If you get stuck with something, send us a quick message. We'd be happy to offer some guidance, but our expertise lies outside the realm of email clients.