AI Lead Generation

Summary:

OpenSolar has added a new AI Lead Generation form to its Lead Capture forms suite that seamlessly integrates OpenSolar's new and powerful AI design features and automatic data sync to provide a more realistic and qualified system options to the end customers. Pros can customize the form, generate an embeddable code snippet, and place it on their company website or blog. While the process is straightforward, it does require a basic understanding of HTML/CSS and access to a hosting platform (e.g., AWS, WordPress, GoDaddy).

Creating the Lead Capture Form:

Navigate to:

• Control > Other > Lead capture:

Click + Add Lead Capture.

Select AI Lead Generation from the available options

The form consists of 2 key sections:

• Configuration

• Embed Code

Configuration

The Configuration section allows you to set key form parameters:

Details

Basic details of the AI Lead Generation form such as 
 

• Title: Pro facing only

• Lead Source: This will be the lead source added to the leads/projects created through this lead capture form

• Assign to Team Member: The team member assigned to the leads/projects created on OpenSolar

Customise Fields

Fields that the customers can answer while filling the lead capture form. You can choose to show or hide these fields from your lead capture form.  

• Exclude 

• Include (Required)

• Include (Optional) 

Required Fileds

• Address

• Consumption

• Email

Optional Fields

• First Name

• Last Name

• Phone 

• Rood Type

• Property Type 

• Utility 

• Note

Consumption Settings

You can specify which consumptions option your customer can select along with the default consumption option they see. 

• Consumption Options 
  AI Lead Generation presently supports 5 consumption options 

  • Estimate (Low) 

  • Estimate (Medium)

  • Estimate (High)

  • Annual Consumption (kWh)

  • Annual Consumption ($) 

• Default Consumption Option
  Specify the default consumption option that your customers/leads see when interacting with the AI Lead Generation form. 

Product Types

AI Lead Generation presently supports 3 system options that your customers can choose from. These are 

• Solar Only

• Battery Only

• Solar + Battery
   

For each system type, please select the relevant Auto-Design Template. You can read more about Auto-Design Templates here: Auto-Design Template 

Note: It is important to select the correct auto-design template for each system type otherwise the recommended system options might not be as expected. For example, applying an auto-design template that only includes battery to a solar only product type will yield incorrect results for the customers. 

Auto design

You can toggle Auto-Design on or off at any time.

• On: The form uses AI to generate and optimize the lead experience.
• Off: The form functions as a standard (non-AI) lead generation form.
  
   

When Auto-Design is turned off, customers will see the confirmation message configured in the “Lead Capture Successful” field after submitting the form.

Estimate imagery

In this section, you can choose the type of imagery displayed on the estimate screen.

Select the option that best matches the type of experience you want to present to customers.

Recommended System Configuration

This section allows you to configure how the recommended system options are shown to your customers. You can configure

CTA (Call to Action) Button

You can specify the call to action button that is presented to your customer. This will define the next steps a customer can take when reviewing the recommended system options that are presented to them. There are 3 options you can choose from

• View Full Proposal
  • This will take your lead to the full online proposal page.
• Request Full Quote
  • This will notify your team that the customer is interested in viewing the full proposal. You can ensure the system design has been verified and directly reach out to the customer through OpenSolar platform.
• Custom CTA
  • You can add your own custom call to action button with a custom label and redirect link. You can use this to add a "Schedule a call", "Book a 1-1", etc button.
  • When a custom CTA button is added, you can also include the link to the full proposal page if you wish. 

Note: A note is added specifying the system option and payment option the customer clicked the CTA on in the project so you know which system and payment option they were interested in. 

Disclaimer

You can add a custom disclaimer that shows on the recommended system options page in the AI Lead Capture.  

Price range modifier

In this section, you can choose to display your price as a range instead of an exact fixed amount.

Create the range by choosing either a fixed amount or a percentage to apply above and below the generated price. Once calculated, the range values will be automatically rounded.

Advanced Settings

Thank You Message

There are 2 scenarios a customer or a lead can come across

1. Auto-design was successful and recommended system options

2.  Auto-design was not successful and no system options were recommended 

   This can happen if the customer's roof can not support the system options available.

You can choose to show a different thank you message (title and body) for both the scenarios mentioned above. 

Embed Code

The code is only visible once you save the Lead Capture Form. The code remains the same even if you edit the input fields, and the changes can be seen on the website dynamically. You do not have to update the code on the website every time you edit the Lead Capture Form.

Integrating the lead capture form:

While simple, form integration requires basic knowledge of HTML and access to the hosting environment.

Embed in page:

Below is an example of a dummy website.

Suppose you want to insert the form between the “Hero Section” and “Our Systems Include” sections of a website. Follow these steps:

• Copy the generated script from the Lead Capture form.

• Identify the appropriate <div> tag in your website HTML code.

• Paste the code snippet at the desired location.

Example:

Once published, the form should render immediately.