Creating a Collector: Welcome Page

Step by step

Build the Welcome Page

Click Create Collector and you start on the Welcome Page step. Work top to bottom.

1

Public title

Fill in the Public Collector Title. It is the only required field and the big title your customer sees, so write it warm, like "Share your story with us."

2

Spokesperson

Turn on Spokesperson Image and upload a photo. Then add the person's name, role, and a short description.

3

How it Works

Add a sentence or two about what happens next, such as "Answer a few quick questions, record a short video, and you're done."

4

Welcome message

Write a short greeting from your spokesperson. Thank them and tell them it means a lot. Two short sentences is plenty.

5

Save and preview

Click Save, then Preview. Read the page top to bottom as a customer would, fix anything odd, save again, and preview again.

Make it friendly

What makes a first screen work

A friendly first screen is the difference between a recording and a closed tab.

😊

A real face

Pick a photo looking at the camera with good light. Skip blurry or far away shots.

✍️

Talk to one person

Write like you are speaking to one customer, because you are.

⏱️

Keep it short

Customers skim. Long text before recording makes some of them quit.

🛟

Preview every time

Preview is your safety net. It shows what a customer sees before any customer does.

Key terms

Definitions

Tap any term to expand it.

The big title customers see at the top. It is the only required field.

The person the customer feels they are talking to, usually you or someone on your team.

A short note that tells customers what is about to happen and that it is quick.

A short greeting from your spokesperson that thanks the customer.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Click Create Collector and type a warm Public Collector Title for your own business.

Turn on Spokesperson Image, upload a clear photo, and add a name, role, and short description.

Write a short How it Works note and welcome message, then click Save and Preview.

⚡ Tips

Customers see the public title, not your internal name, so write it for them.
A rough first draft is fine. You can edit any of this later.
If your whole team handles testimonials, use the face customers already know best.
The button may read Create Collector or Create a Collector, so go by what you see.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which Welcome Page field is the only required one?

What does the Preview button show you?

The person the customer feels they are talking to is called the ____.

Keep the welcome message to about two ____ sentences.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

✍️ Write my Welcome Page

You are a friendly copywriter helping me fill in the Welcome Page of a video collector. My context: - [my business and who my customers are] - [the service this collector is for] - [who the spokesperson is and their role] Give me: - Three warm options for the Public Collector Title - A one or two sentence How it Works note - A two sentence welcome message from the spokesperson Use plain words and keep every piece short. Finish by asking me: "Which title sounds most like me?"

📸 Choose my spokesperson photo

You are a practical helper guiding me to pick a good spokesperson photo for my collector page. My context: - [who will be the spokesperson] - [photos I already have] - [where I could take a new one] Give me: - A short checklist for a good photo - A friendly way to write the spokesperson name, role, and description - Three things to check in Preview Keep it simple and under 200 words. Finish by asking me: "Which photo am I leaning toward?"