Prerequisites
Before generating Lead Forms, ensure you have the following:
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Access to the Bolster platform with appropriate permissions.
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Basic understanding of form design and data structure.
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Familiarity with Bolster's API (if integrating programmatically).
Access the Form Builder:
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Log in to your Bolster account.
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Navigate to the 'Marketing' section from the side bar under "Sales and Estimating".
Click Get started on Lead Forms
Copy the link or use the QR code to integrate to your website.
By clicking on the link you can preview the form and run a test lead to understand how it works.
As an example, I've filled out a test lead to show you where the information is stored within Bolster for you, Once the information is completed your client will hit "submit"
When you go back to your Pipeline, you can see under Leads, we now have "New Lead Form Test" as a fresh lead in our pipeline.
If we go into the new lead, we can see all the information that has been included in the lead form in the contact details/requests tabs.
Troubleshooting Tips
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Form Not Displaying: Ensure the embed code is correctly placed within your website's HTML.
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Validation Errors: Double-check field validation settings and user input.
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Submission Issues: Verify data destination settings and network connectivity.
Generating Lead Forms in Bolster is a straightforward process that enhances data collection capabilities.