🔨
I Built
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#004 A calculator

🌎 Overview

  • A calculator can be a great lead magnet
  • Capture prospective client emails + the context provided in the calculator
  • Distill complex topics to something accessible for clients or prospective customers

Difficulty: Easy

Cost: Free

Tools Used: ucalc.pro (afilliate)

🛠 The Build - 6 Steps

Core Functionality

  • Build a calculator to capture data from the user
  • Return a result, or hide the result & email it to the user to ensure you capture their email
  • Embed the calculator in your website, and capture leads in your CRM

1. Create a ucalc account

2. Drag & drop fields & text to build your calculator

  • Here I'm building a calculator to determine the amount of your third stimulus (US) check
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3. Preview your calculator

  • Hit the "Preview" button & complete your calculator to ensure each field works as intended
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4. Set up your formula

  • Click "Formula"
  • Click each field and the operator buttons to build your calculation
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Full stimulus formula
⚠️
Subsequent changes to the stimulus (the reduction of the AGI phaseout) changed this calculation

Repeat the below for 2019, 2020 and 2021

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5. Create a button to email the result

  • Add an email field, and a button
  • Customize the email and the form submission confirmation
  • Toggle whether you would also like to be emailed on each submission
  • Optionally, can you toggle your result to be hidden, so the user has to submit an email to see the result
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6. Embed the calculator on your website

  • Hit save, and copy the code for your calculator
  • In your website builder, use an embed or code block, and paste the code
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💪 Additional Functionality

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Save email addresses to your CRM with Zapier
  • Create a Zapier email parser "mailbox", by going to parser.zapier.com
  • Click Create Mailbox
  • Copy the email address for your mailbox
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  • In uCalc, modify your button settings to send results to your parser email address
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  • In uCalc, from the preview screen complete a test submission, and click the button to trigger the email
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  • In Email Parser by Zapier, you should have now received the test email
  • Select the lead's email address, and save the template
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  • Create a new Zap with an Email Parser by Zapier trigger step, and select the mailbox you just created
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  • Add an action step to add the parsed email address to your CRM of choice
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Extract calculator data from the email with Zapier & follow-up with updates
  • Building on the previous example, in the parser mailbox setup highlight additional figures from the email that you would like to extract
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  • In the subsequent Zapier action, save all the extracted data points to a database tool like Airtable
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  • When changes are made down the road, determine which users are impacted by the change, and send follow-up notifications

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Design conditional logic based on multiple results with Zapier
  • Building on the previous example, set up any number of paths for follow-on actions depending upon the results that were extracted from the email
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📚 More Resources

  • A 10 minute video walkthrough of this build is available in the rlz.io community