10 tips

Best practice for lead forms

Ten tips to get more people to finish your form, and to follow up on the leads it brings in. For the steps themselves, see How to make a lead form.

Is this just another form tool?

A form tool stops at a list. Here, every fill becomes a lead in My leads, with your form as the source.

You add those leads to a campaign, and then you see who opened and replied.

Name and phone are enough for most stands. Add a question only if you will use the answer.

A heading like Get our product list works better than Contact form.

Phone or email must stay on and be required. Pick the one you will use first.

A form cannot tell QR fills from link fills. Separate forms show you which place worked.

Click Duplicate, rename the copy and click Save. The copy has a new link, no fills, and a QR that opens the copy.

Scan it with your own phone, then open the link too. Fix any problem before you print a hundred copies.

Click Close this form. If a scan opens the form, people then see a closed page.

No message is sent to you when someone fills in. Open Forms the morning after an event. New fills wait there and in My leads.

Nothing is emailed until you add them. After an event, open From forms and add the new people.

They cannot be emailed, so a campaign will skip them. Call or message them yourself.