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.