Lead Capture Form Settings

You have the ability to build fully customized lead capture forms within your Planning Pod account.  Form customization includes:

Creating default actions when a new Lead is captured, 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).
• 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 in list view or month view. NOTE: The Event or Availability calendars you can add to your form will only display Venue blackout dates if the calendar is set to display by Venue/Location. For more about embeddable calendar settings, see Displaying Planning Pod Calendars on your Website. 
• 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.
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