This option means that you would potentially take a lead away from the instant quote process– maybe to never see them return– however in the case of more complicated quotes this could be a good thing. It would ask the customer as they are filling out the form to click a link to get an SMS to their phone so that they can record the project and send it over. They may feel less stress if the quoting process required them to know more than the average person about their project specs and you would still end up with their name, phone number, and potentially a video so the risk can sometimes be worth the reward. If you are interested in this process follow the steps in this article to set it up.

Steps to follow

1. Login to your LiveSwitch account and go to Settings then scroll down to “Webforms and QR Codes”
2. Build out a webform that matches what you want to prompt customers to give. (You can build out specific webforms for specific scenarios if you want too– for example if you want separate webforms for specific services, although that will typically be unnecessary.)
3. Copy the link to that webform
4. Navigate to the service in ResponsiBid where you want to prompt a customer to upload a video (i.e. Settings > Services > Select the module you want to edit)
5. Navigate to step #2 where you edit the questions for that service
6. Scroll down to the question (or factor) that you want to embed the prompt for a customer to record a video
7. Click on the icons where you want to get to the edit screen as shown in the video above
8. Edit the “Pop over description” and drag the text box down to give yourself some extra room to work.
9. Paste the URL from live switch into the box so you can grab it later.
10. Copy in this code and paste it above the URL you just pasted in:

    <a href="YOUR-LIVESWITCH-FORM-URL" target="_blank">
           <img src="http://responsibid-library.s3.amazonaws.com/Live-Switch-Video.png" style="max-width:300px">
       </a>
    
       <script>
           document.addEventListener('DOMContentLoaded', function() {
               const links = document.getElementsByTagName('a');
               for (let i = 0; i < links.length; i++) {
                   links[i].addEventListener('click', function(event) {
                       event.preventDefault();
                       window.open(this.href, '_blank');
                   });
               }
           });
       </script>

11. Now replace the part that says: YOUR-LIVESWITCH-FORM-URL with the URL you have down below. Leave the quotation marks in the code and just replace it so that it likes like: <a href=”https://app.contact.liveswitch.com/form#126ef826-f34c-4bf3-83b2-40a548905513″
12. If you still have your LiveSwitch URL down below the code in the popover edit box, delete that now. Once you paste it above, you do not need it anymore.

Once you have done all of this, you have a slick way to bring your prospects into contact with you and leverage a really cool technology as part of your quoting process!

If you are interested in integrating LiveSwitch a different way, feel free to have a look at a few of the other options!