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.

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Meera Desai

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Redirect Form

Uploaded by

Meera Desai

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 ☐