Setting Up Lead Capture/Collection for Your Website

Video Tip - Go to the 0:30 mark in the video below for how to set up the Lead Capture Form for your marketing website.

You can use our Lead Capture features to build a customizable form 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:

  • 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 "More" button and select the "Setup Lead Capture" option.
  3. There are five required elements that cannot be removed for the form to fuction properly with the Planning Pod software:
    • Prospect's first name
    • Prospect's last name
    • Prospect's email address
    • Type of Event
    • Tentative Event date
  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 the phone number field.
    • Show/hide the company field.
    • Edit the field label and description for nature/type of event.
    • Show/hide the Tentative Event end date and start/end times.
    • Show/hide the event budget field.
    • Add your own custom questions to the bottom of the form by clicking on the "Add New Question" button. This is described in more detail below.
    • Edit the "Thank You" message that will display after a site visitor submits the form.

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 "Get 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 Add Custom Questions to the Lead Capture Form:

  1. In the "Lead Capture Form" setup screen, click on the "Add New Question" button.
  2. Add the Question/Item Label.
  3. Select one of the following Question/Item types:
    • Short Answer (short blank answer field)
    • Long Answer (long blank answer field)
    • Multiple Choice - Only One Answer (radio buttons)
    • Multiple Choice - Only One Answer (dropdown menu)
    • Multiple Choice - Multiple Answers (checkboxes)
  4. Select if the question is optional or required.
  5. Click "Continue".
  6. FOR ALL MULTIPLE CHOICE QUESTIONS:
    • Enter the first Answer Option and click "Save This Option".
    • Repeat for additional Answer Options until all options have been added.
    • Click "Done".
  7. The new question will be added at the bottom of the form.

To Apply Tags to New Lead:

  1. Find the "Apply Tags to New Lead" box and click on the pencil icon in the top right corner.
  2. Click in the field to select one or more tags.
  3. Click "Save".

To Assign Users to New Lead:

  1. Find the "Assign Users to New Lead" box and click on the pencil icon in the top right corner.
  2. Click in the field to select one or more Contacts to whom you want to assign all new Leads.
  3. Click "Save".

To Notify Users of New Lead:

  1. Find the "Notify Users of New Lead" box and click on the pencil icon in the top right corner.
  2. Click in the field to select one or more Contacts whom you wish to notify via email when new Leads arrive.
  3. Click "Save".

To Send Automated Reply Email to Lead:

  1. Find the "Send Automated Reply Email to Lead" box and click on the pencil icon in the top right corner.
  2. Designate if you want to send a reply email to newly captured Leads.
  3. If you selected "Yes"...
    • Enter the email subject line and body text in the fields provided.
    • Click "Save".

To Import To-Do List Templates:

  1. Find the "Import To-Do List Template" box and click on the pencil icon in the top right corner.
  2. Click in the field to select one or more To-Do list templates that you wish to import into new Leads.
  3. Click "Save".
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