> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.simplecheck.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Smart Capture (Partial Submissions): Setup and Responsible Use

## What Smart Capture Does

Smart Capture records meaningful contact information while a visitor types, even if they leave before submitting the full form.

Current behavior:

- Captures after about **2 seconds of inactivity**
- Uses debounced, secure transmission
- Requires a phone number or email before treating the record as meaningful
- Can include custom field answers entered before abandonment

Smart Capture is an abandonment-recovery tool. A partial record is not the same as a completed form submission.

---

## Enable Smart Capture

**Quick path:** **Widgets** → select widget → **Leads** → **Smart Capture**

1. Turn **Smart Capture** on.
2. Save the widget.
3. Open the live/preview widget.
4. Enter an email or phone, wait at least two seconds, then leave without submitting.
5. Open **Smart Capture** from the sidebar to verify the partial record.

If no widget is enabled, the Smart Capture page shows **No Smart Capture Enabled** and links you back to widget settings.

---

## Review and Export Partial Leads

Open **Smart Capture** to:

- Choose a widget/timeframe
- Review recent partial submissions
- Compare partial vs completed activity
- Click **Export CSV** when you need an internal export

Access can depend on the team member's portal permissions and an active SmartForm Subscription.

---

## Responsible Use

> **Important:** A visitor typing information and leaving is not proof that they clicked Submit or consented to every marketing channel.

Before using partial data:

- Clearly disclose collection in your privacy notice/form experience
- Use the data only for purposes your business has disclosed
- Obtain the consent required for email, SMS, calls, and advertising
- Honor opt-outs/suppression lists
- Apply appropriate access and retention controls

Do not automatically enroll a partial lead into SMS/calling campaigns merely because a phone number was typed.

This article explains the product; it is not legal advice. Ask qualified counsel about FCRA, TCPA, CAN-SPAM, state privacy laws, and your specific workflow.

---

## Troubleshooting

### Nothing appears after abandoning the form
Confirm Smart Capture is enabled for that widget, enter a phone or email, wait at least two seconds, and test the published/live widget.

### The Smart Capture page is empty
Select the correct widget/timeframe and verify your portal permission includes Smart Capture.

### A partial record later becomes a full lead
Use the completed submission as the authoritative record. Avoid sending duplicate follow-up from both paths.

For help, contact support in the portal or email **support@simplecheck.ai** with the widget and test time.