Setting Up Lead Capture/Collection for Your Website

You can use our Lead Capture features to build customizable forms you can embed on your website's "contact us" page. Input from site visitors will automatically be entered as a new Lead.

In addition, you can create default actions when a new Lead is captured via the form, including:

• Setting the Lead Source.
• Setting the lead's default position in your Sales Pipeline.
• Applying Tags to new Leads.
• Assigning Users to new Leads.
• Notifying Users of new Leads (via email message).
• Sending an automated reply email to new Leads.
• Importing a To-Do list template into a new Lead (if you use the same or similar to-do's for managing the lead generation/sales process).

To Build a Lead Capture Form for Your Website:

1. Click on "Leads" in the main navigation bar.
2. Click on the "Setup" button > "Lead Capture".

3. The form will be pre-populated with information that is required to create a lead. These required fields on your lead capture form cannot be removed:

   • First Name
   • Last Name
   • Email Address
   • Event Name
4. These are the elements you can customize in the form:

• • • Edit the headline and introductory text that will appear at the top of the form.
    • Show/hide any fields that are not required in the pre-populated content blocks (phone number, company name, etc)
    • Edit the labels/descriptions for the pre-populated content blocks.
    • Add/edit any of the following custom content blocks:
      
      • Headline
      • Text block
      • Divider
      • Additional contact
      • Preferred event date
      • Alternate event date
      • Estimated headcount
      • Event budget
      • Custom question
      • Schedule tour
      • Request venue space
    • Add an Event Calendar or Availability Calendar to the form.
    • Edit the background color, field corner styles, and font/color/size of text on the embeddable form. NOTE: These design settings take effect when the lead form is embedded into another website using the "Website Embed Code". The purpose of these settings is to blend your form with the design of a website. These design settings will NOT display on your form if it is accessed through the "Share URL" link.
    • Edit the "Thank You" message that will display after a site visitor submits the form.

NOTE: For more about customizing content blocks on lead capture forms, see Adding Content Blocks to Lead Capture Forms.

Once you have built the Lead Capture Form, you can get the embed code to post it on your Website by:

1. Clicking on the "Website Embed Code" button.
2. Copy-and-pasting the embed code (in the red box) into the code of your "contact us" page.

NOTE: Posting the embed code is an advanced feature, so if you are unsure of what to do, please consult a Web developer or IT professional.

To Set your Lead Source for New Leads:

1. Find the Set Lead Source option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click the pencil icon to the right. 
3. In the panel that appears, select the lead source to apply to all new leads captured through this form. NOTE: The lead source you select here will be available in all reporting for your leads. 
4. Click "Save".

To Set your Sales Pipeline Position for New Leads:

1. Find the Set Sales Pipeline Position option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click the pencil icon to the right. 
3. In the panel that appears, select the sale pipeline position that you wish to be applied to all new leads captured through this form. 
4. Click "Save".

To Apply Tags to New Lead:

1. Find the Apply Tags to New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more tags.
4. Click "Save".

To Assign Users to New Lead:

1. Find the Assign Users to New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more Contacts to whom you want to assign all new Leads.
4. Click "Save".

To Notify Users of New Lead:

1. Find the Notify Users of New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more Contacts whom you wish to notify via email when new Leads arrive.
4. Click "Save".

To Send Automated Reply Email to Lead:

1. Find the Send Automated Reply Email to Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Designate if you want to send a reply email to newly captured Leads.
4. If you selected "Yes"...
• Choose the "Automated Reply to New Lead" template from the drop-down menu
• To customize the email click "Manage Email Templates"
• Click "Save"

To Import To-Do List Templates:

1. Find the Import To-Do List Templates option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more To-Do list templates that you wish to import into new Leads.
4. Click "Save".