Create custom lead capture forms for any page on your website. These can be added to the main content area, and you can now choose from optional fields to add to the contact form. Where as "lead capture widgets" are preset forms that you can add in the widget area, these can be personalized to a degree.
1. Access your Website builder and navigate to your "Edit Content" page
2. Select your page where you will add the form.
You can add a lead capture to any page.
3. In the Builder's Action Palette, select "Add Lead Capture"
You will find a Builder's Palette at the top and the bottom of the content area.
4. A lead capture block will appear with the default information
- Lead capture form title - give your form a distinct title
- Required fields - your forms will require the basic contact information
- Optional fields - you can choose multiple additional fields for your form
- Default group name - This will create a group in your CRM where contacts who've completed the form will be added
- Tracking ID - this will specify the lead source for contacts/leads that are entered into your CRM through this form
- Click "Done" to close this panel.
5. The owner of the website will be emailed when someone fills out this form. To change your email visit "Settings"
6. Contacts that complete the form will also be added to your CRM.
To make sure these contacts are automatically added to a group, such as an ENewsletter group, make sure to set the "Default Group Name". Also make sure the Default Group Name is unique from other Groups you may currently have in your CRM.
Add a unique name for the "Tracking ID" to specify the lead source to display in your CRM.
