“Try It With Your Site” Email Capture Automation

Self-serve demos convert best when they collect email upfront and notify ops instantly. Here is how to build the workflow.

Funnel overview

1. User enters domain or sitemap.
2. Form validates email, domain ownership hints, and anti-bot checks.
3. Backend creates a demo tenant, queues a five-page crawl, and returns a status token.
4. Email with demo link and expectations goes out; Google Chat alert pings ops.
5. Demo expires automatically or converts into a paid tenant.

Implementation tips

• Validation: Check MX records, disposable email lists, and domain similarity to known spam.
• Rate limiting: Limit demos per IP/email per day; add CAPTCHA if abused.
• Progress UI: Show crawl progress (pages discovered vs indexed) to keep users engaged.
• Opt-in routing: Tag emails for CRM campaigns, but honor consent flags.

Ops notifications

• Include email, domain, plan fit, and crawl summary in the alert.
• Link to demo tenant in admin app for quick review.
• Provide one-click conversion option when sales approves.

Cleanup

• Set TTL (24–72 hours) for demo tenants.
• Delete crawled data and transcripts automatically after expiry.
• Log cleanup actions for compliance.

CrawlBot demo workflow

CrawlBot’s landing API gathers email, domain, and consent before launching the five-page demo crawl. Ops receives Chat alerts, and demo tenants auto-delete after the retention window. Use this blueprint to keep demos impactful and high intent.***