Creating Lead Forms
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      Generating Lead Forms in Bolster

      Lead Forms in Bolster are dynamic, customizable forms designed to streamline data collection and enhance user interaction.

      Prerequisites


      Before generating Lead Forms, ensure you have the following:
      •  Access to the Bolster platform with appropriate permissions.
      •  Basic understanding of form design and data structure.
      •  Familiarity with Bolster's API (if integrating programmatically).

      Steps to Generate Lead Forms


      1. Access the Form Builder:
      • Log in to your Bolster account.
      • Navigate to the 'Lead Forms' section from the side bar.
      • Copy the link or use the QR code to integrate to your website. 
      • Click on Preview button to preview the form


      • New leads will automatically show up in the Leads column from the Pipeline

         



      Troubleshooting Tips

      • Form Not Displaying: Ensure the embed code is correctly placed within your website's HTML.
      • Validation Errors: Double-check field validation settings and user input.
      • Submission Issues: Verify data destination settings and network connectivity.

      Generating Lead Forms in Bolster is a straightforward process that enhances data collection capabilities.