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Redirect Form

This document outlines a step-by-step process for setting up a loan consultation funnel, including creating a landing page, redirecting to a payment page, and launching a Facebook/Instagram ad campaign. It details the necessary tools, form fields, and ad targeting strategies to effectively attract leads and collect a consulting fee. Additionally, it suggests using WhatsApp for follow-up communication with potential clients.

Uploaded by

Meera Desai
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We take content rights seriously. If you suspect this is your content, claim it here.
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33 views3 pages

Redirect Form

This document outlines a step-by-step process for setting up a loan consultation funnel, including creating a landing page, redirecting to a payment page, and launching a Facebook/Instagram ad campaign. It details the necessary tools, form fields, and ad targeting strategies to effectively attract leads and collect a consulting fee. Additionally, it suggests using WhatsApp for follow-up communication with potential clients.

Uploaded by

Meera Desai
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.

Prepare Your Funnel


Step 1: Create a Landing Page/Form

 Use tools like:


o Google Forms (free, limited customization)
o Typeform (good UX)
o Jotform (supports payments)
o Tally.so (great for lightweight, sleek forms)
o Or build a custom page using WordPress, Wix, or Webflow

Include:

 Name, phone number, email


 Loan type, amount needed
 Employment status, income
 CTA: “Submit & Proceed to Payment”

Step 2: Redirect to a Payment Page After Form Submission

 Most form tools support redirecting to a URL after submission.


 Use Razorpay, Instamojo, or PayU for collecting ₹500 consulting fee.

Steps to set up:

 Create a Razorpay Payment Page with:


o Title: “Loan Consultation Fee”
o Amount: ₹500
o Description: “One-time consulting fee to evaluate and process your loan request”
 Copy the payment page URL

Then:

 In your form settings → Add redirect URL after submission → Paste payment link

2. Facebook/Instagram Ad Campaign
Step 1: Set Up Meta Business Account

 Go to: business.facebook.com
 Add Facebook Page and Instagram account
Step 2: Install Facebook Pixel

 Use Facebook Pixel to track form visits and payment events (if possible)
 Install on your landing page via website builder or manually (if you control the site)

Step 3: Create the Ad Campaign

 Objective: "Traffic" (to redirect users to your form page)


 Targeting:
o Location: India or specific states
o Age: 21–55 (based on your target audience)
o Interests: Loans, finance, personal loans, banks, credit score
 Budget: Start small (₹300–₹500/day), scale up based on results

Step 4: Ad Creative

 Ad Format: Single image or video ad


 Headline: "Need a Loan? Get Quick Help with Expert Guidance!"
 Text:

Apply for a personal or business loan easily. Fill the form and get expert
assistance. A one-time consultation fee of ₹500 applies.

 CTA: “Apply Now” → Link to your form landing page

3. Optional But Important


✅ WhatsApp Follow-up (Optional)

 Use WhatsApp Business + automation (like WA Web, WATI, or Zoko) to follow up with
leads
 Capture phone number in form and send message:

“Hi [Name], thank you for applying. Please complete the ₹500 consulting fee
here to proceed: [Payment Link]”

✅ Summary Checklist
Task Tool Done?
Create form Google Forms, Tally.so ☐
Task Tool Done?
Set redirect to payment Razorpay ☐
Set up payment gateway Razorpay, Instamojo ☐
Create Meta Business Account Facebook ☐
Install Facebook Pixel (optional) Facebook Pixel ☐
Launch ad with "Traffic" objective Meta Ads Manager ☐
Ad creative with CTA to form Meta Ads ☐

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