Account Control Panel User Guide

Lead Capture Forms

Lead Capture Forms

Lead capture forms let your website visitors submit requests online and let you gather the information you need to serve them. Anyone who completes a form becomes a contact in your list automatically, so no lead slips through the cracks. You can build a form with virtually any combination of fields to suit your needs.

Click Add Form to start the Create Form wizard. The wizard walks you through four steps to build a complete form, including how visitors are responded to after they submit.

Step 1: Set up the form fields

When you start the wizard, a default form is created for you. You can keep the default fields, remove or reorder them, or add your own. Each field you mark as required must be filled in by the visitor before they can submit.

To add your own field, click Create New Custom Field. Enter a field label, choose the field type, and set whether the field is required:

  • Text Field and Text Box: A single-line or multi-line text entry. Just enter the label and save.
  • Drop Down Menu, Radio Button, and Checkbox: Let the visitor pick from options you define. Enter each option value, and optionally mark one as the default selection.

Save the field to add it to the form's field list.

Step 2: Add footer text

Enter any text or content you would like to display below the form, then click Continue. This is optional.

Step 3: Choose the post-submission response

Decide what the visitor sees after they submit the form. Select one of:

  • Thank You Confirmation: Show a confirmation message that you type in.
  • Jump To Page: Send the visitor to another page on your site.
  • Go To URL: Send the visitor to any web address.

Make your choice and click Continue.

Step 4: Configure form settings

Finally, choose how leads from this form are handled:

  • Send Lead To: Send the lead notification to your account email, or to another email address you enter.
  • Save Lead in Group: Automatically add everyone who submits this form to a contact group.
  • Auto-Response: Optionally send an automatic reply email to the person who submitted the form. Leave it blank if you don't want to send one.

Click Continue, and your new lead capture form is live on your website.