How to Use Sharelo to Create an Automated Lead Generation Funnel

by Novie Dizon
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Why Businesses Need Automated Lead Generation

Many businesses struggle with lead generation because traditional methods like landing pages, static videos, and long contact forms fail to keep potential customers engaged. The result? High bounce rates and missed opportunities.

Enter Sharelo Interactive Video—a game-changing tool that allows businesses to create an engaging, automated lead generation funnel where leads can interact, provide information, and take action—all without leaving the video.

In this guide, we’ll show you how to use Sharelo to build an interactive video funnel that attracts, captures, and converts leads seamlessly.


How Businesses Can Use Sharelo to Automate Lead Generation

1. Awareness: Attract & Engage Potential Customers

🔹 Embed an interactive video on your website, social media, or ads.
🔹 Instead of passive watching, viewers can click, answer questions, and explore different options.

Example: A real estate agent can create an interactive house tour where viewers select their preferred property type inside the video.

2. Interest: Capture Leads Without Disruptions

🔹 Instead of leading users to a separate landing page, collect emails directly inside the video.
🔹 Add a lead capture form at the right moment—when viewers are most engaged.

Example: A coach can offer a free consultation inside the video and capture emails instantly.

3. Consideration: Nurture & Qualify Leads Automatically

🔹 Use interactive branching to personalize the viewer experience.
🔹 Guide leads to relevant content, FAQs, or testimonials based on their choices.

Example: An insurance agent can ask, "What type of insurance are you looking for?" and direct viewers to customized solutions.

4. Decision: Convert Leads Into Customers

🔹 Add one-click booking, checkout links, or demo sign-ups inside the video.
🔹 Use countdown timers or limited-time offers to create urgency.

Example: A marketing agency can include a "Book a Free Strategy Call" button inside their video pitch.

5. Retention: Follow-Up & Automate Engagement

🔹 Use automated video sequences to keep customers engaged.
🔹 Send interactive video emails to educate, upsell, or get referrals.

Example: A SaaS business can send an onboarding video with clickable walkthroughs.

How to Create an Interactive Video Funnel Using Sharelo

Step 1: Sign Up and Set Up Your Account

  1. Visit Sharelo’s website and sign up for an account.
  2. Access your dashboard and click on "Create New Video".

Step 2: Upload or Record Your Video

  1. Upload an existing video or record a new one directly within Sharelo.
  2. Ensure your video has a clear call-to-action (CTA) for viewers.

Step 3: Add Interactive Elements

  1. Click on the “Edit” button to add interactive elements such as:
    • Clickable Buttons (Book a Call, Sign Up, Learn More)
    • Lead Capture Forms (Email collection, Name, Phone Number)
    • Branching Options (Direct viewers to different sections based on choices)
    • Quizzes & Polls (Engage and qualify leads)

Step 4: Set Up Lead Capture & Automation

  1. Enable the lead capture form inside the video.
  2. Integrate with your CRM or email marketing platform for automated follow-ups.
  3. Customize the Thank You Page after submission.

Step 5: Publish & Embed Your Video

  1. Copy the embed code and place it on your website, email campaign, or social media.
  2. Test the video to ensure all interactions work smoothly.

Step 6: Track Performance & Optimize

  1. Use Sharelo’s analytics dashboard to track views, engagement, and conversions.
  2. Adjust the video content, CTAs, or forms based on performance insights.

Conclusion: Turn Viewers into Leads with Sharelo

Gone are the days of static videos and passive lead generation. With Sharelo, businesses can create an interactive, automated lead generation funnel that keeps viewers engaged, captures leads effortlessly, and boosts conversions.

Ready to revolutionize your lead generation? Start using Sharelo today!

Book a Demo or Share Your Feedback

We’d love to hear from you!

Whether you're curious about how Sharelo can help your business or you have suggestions to make us better, we've made it easy for you to reach out.

👉 Watch the interactive video below to:

  • Book a personalized demo
  • Share your thoughts and feedback
  • Ask questions directly

The Complete Toolkit: Turn Every Touchpoint Into a Conversion Opportunity

As a content creator and marketer, I personally use these tools to create organic content and grow my audience. Check out how I use these tools with detailed reviews and demos on my blog section, where I share actionable tips to help startups build a strong online presence—even without a huge marketing team.

Summary of Sales and Marketing Tools

  1. Tella / Loom (Screen recording & async communication)
  2. Descript (AI video editing)
  3. CapCut (Free Video Editing Tool)
  4. Dub (Modern Link Shortener)
  5. Cal.com (Free Scheduling Appointment App)
  6. Sharelo (Interactive Video Software)

Screen Recordings That Actually Sell Your Product

Gone are the days of boring product demos. Create video walkthroughs that prospects can't stop watching – and that drive them to take action.

Top Tools for High-Converting Screen Recordings:

Video walkthroughs are a powerful way to showcase your product’s value. Tools like Loom, Tella, Descript or CapCut allow you to create clear, engaging screen recordings—like a personal demo your audience can watch anytime.

Tool #1: Tella (AI-Powered Screen Recording Tool)

How I use Tella to record YouTube vids, demos, tutorials and courses

Visit my YouTube channel for more Tella vs Loom comparison videos.

Create beautiful screen recordings that engage viewers and transform hours of editing into minutes.

Features that matter:

Perfect for creating any video content and product demos, tutorials, and online courses that prospects actually finish watching.

More resources about Tella:
1. Tella vs Loom Pricing comparison
2. Best tool for content creators
3. Loom vs Tella 2025 Review
4. Edit like Deya or Ali Abdaal using Tella
5. Complete Tella honest review


Tool #2: Descript (Audio and Video Editing Made Simple)

Write your script, and your video edits itself. The simplest way to create polished product walkthroughs without the learning curve.

Tella vs Descript


Tool #3: CapCut (Free, Easy-to-Use Editing for Web and Mobile)

Capcut is one of the best free video editing tools out there and best for social media. Learn how to use CapCut in the video below.

How to record screen on CapCut

Learn CapCut Desktop in 10 minutes

CapCut Mobile for Beginners

Pro Tip: Combine any of these tools with Sharelo to make your recordings interactive. Add clickable choices, capture viewer data, and turn passive watchers into active prospects.


Stop guessing which marketing efforts drive results. Dub (the free Bitly alternative) gives you the insights you need:

  • Track click-through rates in real-time
  • Optimize campaigns based on actual data
  • Create branded short links that build trust
  • Streamline your entire link workflow

Bitly vs Dub Which Link Shortener Is Better


Tool #5: Cal (Scheduling That Doesn't Break the Bank)


Cal.com delivers everything Calendly does – without the recurring fees eating into your profit margins. Free scheduling that actually scales with your business.


Tool #6: Sharelo (Video Commerce and Interactive Platform)

Sharelo is a free interactive video and commerce platform that you can use to generate leads and create shoppable video feeds and carousels—perfect for boosting sales in your online business.

How to Create Interactive Video for Free with Sharelo

Ready to See Real Results?

Every tool mentioned here works 10x better when combined with Sharelo's interactive capabilities.

Your next step: Watch our interactive demo above and discover how businesses like yours are closing more deals with less effort.

Need more inspiration? Check out our Sharelo YouTube channel or my YouTube channel (Novie Dizon) for advanced strategies and real-world case studies.

Boost your sales with engaging video conversations