Overview

WebToq Sites enables users to create websites, landing pages, and forms without coding, guiding visitors through structured funnels and capturing leads directly into the CRM.

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1. Understanding Sites

What It Is

The Sites tab is where users build web pages and funnels to capture leads, collect data, and drive prospects into the sales pipeline.

Why It Exists

It centralizes online lead generation, simplifies page creation, and ensures that all captured data flows directly into WebToq CRM for follow-up.

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2. Accessing Sites

1. Log in to your WebToq account.
2. From the left-hand menu, click Sites.
3. You will see:
   • Page builder interface
   • Funnel templates
   • Form management tools

Expected Outcome:
You are now in the site and funnel creation interface, ready to build pages and capture leads.

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3. Drag-and-Drop Builder

What It Does

The drag-and-drop builder allows users to create pages visually without coding knowledge.

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How to Use the Builder

1. Click Create New Page.
2. Choose a template or start from blank.
3. Drag elements onto the page:
   • Text blocks
   • Images
   • Buttons
   • Forms
4. Adjust element properties (size, color, alignment).
5. Click Save or Publish.

Expected Outcome:
A fully designed page is live and ready to interact with visitors.

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4. Funnels

What It Does

Funnels guide users through a structured journey from initial visit to conversion.

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How to Build a Funnel

1. Click Create Funnel.
2. Add stages in order:
   • Landing Page
   • Lead Capture Form
   • Thank You / Confirmation Page
3. Connect pages sequentially so users progress automatically.
4. Set funnel rules, like redirect URLs or follow-up emails.
5. Save and publish the funnel.

Expected Outcome:
Visitors move through a defined path, increasing lead capture efficiency.

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5. Forms & Data Capture

What It Does

Forms collect lead information directly into WebToq CRM, linking visitors to contact records.

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How to Create a Form

1. Click “Add Form” in the page or funnel editor.
2. Add fields:
   • Name
   • Email
   • Phone
   • Custom fields as needed
3. Configure form actions:
   • Add to CRM
   • Send automated email/SMS
   • Trigger workflow
4. Save the form.

Expected Outcome:
Leads are captured in real time and synced with the CRM for follow-up.

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6. Daily Workflow Using Sites

1. Open Sites at the start of the day
2. Review active pages and funnels
3. Create new landing pages or forms as needed
4. Connect forms to workflows and campaigns
5. Test pages to ensure proper lead capture

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7. Best Practices

• Use templates for faster page creation
• Keep page layouts simple and clear
• Ensure forms are short and collect essential information
• Test funnels end-to-end before publishing
• Connect all forms to the CRM for seamless follow-up

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8. Common Mistakes to Avoid

• Overloading pages with unnecessary elements
• Not connecting forms to the CRM
• Ignoring mobile optimization
• Failing to test funnel navigation
• Using overly long forms that reduce conversion

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Summary

WebToq Sites allows users to build pages, funnels, and forms without coding, capturing leads directly into the CRM while guiding visitors through structured journeys for improved conversion.