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5 short steps in your portal

How to make a lead form

People visit your booth or website, and most are never heard from again. A lead form changes that. Each person who fills it in becomes a lead in My leads, with your form as the source. Then you can add them to a campaign and see who opens and replies.

Before you start

Step 1 of 5

1

Open Forms and start a new form

Give the form a name you will recognise later.

  1. Open Forms in your portal.
  2. Click New form.
  3. Type a name in Form name, for example Expo booth March.
What you should see

A new form with your editor, and a picture of your page beside it or below it.

Step 2 of 5

2

Write what people see

This is the top of your page, so keep it short.

  1. Type a heading in Heading. It is the first thing people see.
  2. Add one short line in A line under it if you want to.
What you should see

Your words in the picture, under the title What the visitor sees.

Step 3 of 5

3

Choose your questions

Name, Phone and Email are already in the list.

  1. Look at the list under Questions. Name and Phone are required. Email is optional.
  2. Click Show next to Company if you want that answer too.
  3. Click Add a question to add your own, then pick Short answer, Long answer or Pick one.
  4. Type each new question in its box. Use the arrows to change the order.
What you should see

Each question in the picture, with optional ones marked.

Step 4 of 5

4

Write the thank-you and save

People read this message right after they send the form.

  1. Type your message in Thank-you message, or keep the one that is there.
  2. Click Save.
What you should see

The message Form saved, then the share buttons and the Fills tab at the top of the page.

Step 5 of 5

5

Test it once, then clear the test

Fill in your own form so you see what a visitor sees.

  1. Click Copy link, open it in a new browser tab and fill in the form. Use an email that is not one of your leads.
  2. Back in your portal, click the Fills tab on your form.
  3. Click Remove at the end of your test row, and confirm when it asks.
  4. Open My leads, click your test person, then click Remove on their record.
What you should see

Your test row gone from the Fills tab, and your test person under the Removed tab in My leads.

Your form is ready to share. Next, put it on your website or print its QR code. Follow How to share your lead form step by step.

Stuck? Send us a screenshot on WhatsApp.