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Lead Management
Create an Effective Lead Form
Create an Effective Lead Form

Learn how to build a lead form

Daniel avatar
Written by Daniel
Updated over a week ago

If you want to add a message before your lead form question, add that in the 'Intro' section.

Click 'Add Entry' to add questions

Drag the questions to rearrange the order

(We recommend putting the client info question last)

When building your lead form, you can add as many questions as you need to. But keep in mind, the fewer questions you require, the more leads you will get. You can always request more information from your clients when you book them. For now, it is best to only inquire about that information which will help you turn them into a paying client.

When you create a new question, use the options icon on the right of each question to edit the question. Select from a Short Paragraph, a Multiple Choice, a Yes/No Question, a Date, or Client Info.

By definition, the client info question is required for the lead to be captured. As soon as the client info question is answered, your lead is officially captured and you will receive an email notifying you about your new lead.

Go to the design tab to configure the look of your form. You have the option to change the background color of the form, change the text font, text color, text alignment, and button color, and pick between a button embed or direct embed.

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