How to Generate Lead Forms
Learn how to create custom lead forms, choose the fields leads fill in, and get the form's link, HTML or QR code.
Overview
Custom lead forms let you choose what information you collect from new leads. After you create a lead form, you can share it with a web link or QR code wherever you want. You can create multiple lead forms for different sources, areas, or types of clients.
Open Custom Lead Forms
1. In the left-hand menu, click Marketing.
2. Click Lead Forms.
3. In the top right corner, click Custom lead forms. Any lead forms you've already created are listed here.
Create a Custom Lead Form
1. In the top right corner, click the black + button (Create new).
2. In Lead form name, enter a name for the form. You can name it for a specific source, area, or type of client you plan to share it with.
3. Turn on the toggle for each field you want to collect (for example, First Name, Last Name, Email, Phone or Address). Fields appear in the Form preview on the right in the order you turn them on.
4. To add your own questions, click Text field, Multi-select, Single-select or Dropdown, depending on the information you want to collect. Click More... for other field types.
5. When you're done, save the form. Fully saved shows in the top right corner once your changes are saved.
Settings and Integrations
1. To change the form's settings, click the Settings tab.
2. To share or connect the form, click the Integrations tab. From here you can use Get form HTML, Get POST endpoint or Download lead form QR code.
Tips & Best Practices
- Use One Form per Source: Create separate lead forms for different sources so you can share a specific link or QR code in each place.
Why This Matters
- You collect the exact information you need from each lead.
- You can share each form by web link or QR code wherever you want to find leads.
Summary
To create a custom lead form, go to Marketing > Lead Forms and click Custom lead forms. Click the + button, name the form, turn on the fields you want to collect, and add any text fields, multi-selects, single-selects or dropdowns you need. Use the Settings and Integrations tabs to adjust the form and get its HTML, POST endpoint or QR code.