Skip to content

Overview: SNG Lead Recovery

SNG Lead Recovery automatically captures abandoned Client Onboarding sessions and helps you win those lost leads back — with automated email and SMS reminders containing a secure resume link that restores the form exactly as the visitor left it.

How it works

While a visitor fills out your Client Onboarding form, SNG Lead Recovery silently saves their progress in the background — no "Save" button, no interruption. Every field they enter, every slider they move, and the step they reached is stored as a lead in your dashboard. If the visitor stops and leaves without finishing, the plugin detects the session as abandoned after a configurable period of inactivity. It can then automatically send them a friendly reminder by email and/or SMS with a personal resume link. One click on that link brings them back to the onboarding form with everything they entered already filled in, so they can finish their booking in seconds. When they complete the signup, the lead is marked Recovered — so you can see exactly how many customers the plugin won back for you.

Key Features

  • Automatic background saving — captures onboarding progress as visitors type, including sliders, dropdowns, hidden fields, and multi-selects, without any action from the visitor

  • Abandoned lead detection — sessions become abandoned after a configurable period of inactivity, including when the visitor closes the browser

  • Secure resume links — every lead gets a personal link (/lr/XXXXXX) that restores the onboarding form exactly as it was left

  • Automated email reminders — send a recovery email a configurable number of minutes after abandonment

  • Automated SMS reminders via Twilio — send recovery texts through the Twilio connection in Sweep&Go Core, only to visitors who gave marketing consent

  • Email-first recovery — when both channels are enabled, the cheaper email goes first and the SMS is only sent if the visitor still hasn't returned

  • Editable templates with placeholders — personalize every message with the visitor's name, resume link, and an optional coupon code

  • Leads dashboard — search, filter, export, and manage every captured lead, with a full CRM-style record for each one

  • Analytics — track quotes started, completed, abandoned, and recovered, your recovery rate, and which channel brings customers back

  • Privacy-first — credit card and payment details are never captured or stored

Benefits

  • Recover lost revenue — turn visitors who started a quote but never finished into paying customers

  • Zero effort for your team — reminders go out automatically; your team only steps in when they want to

  • Complete visibility — see exactly where visitors drop off, how far they got, and what they entered

  • Lower SMS costs — email-first logic means you only pay for texts when the email didn't work

  • Compliant by default — SMS is only sent to visitors who checked the marketing permission box

  • Built for Sweep&Go — works directly with the Client Onboarding plugin and uses Sweep&Go Core's Twilio connection out of the box