Creating Lead Capture Forms

Build forms to automatically capture leads from your website

15 minutes
Intermediate

Creating Lead Capture Forms

Capture leads automatically from your website using custom forms. This guide shows you how to create and configure lead capture forms.

What Are Forms?

Forms allow you to:

  • Capture leads automatically - Visitors fill out a form on your website
  • No manual entry - Leads are created automatically
  • Customize fields - Ask exactly what you need
  • Track sources - Know which forms generate leads

Creating a Form

Step 1: Navigate to Forms

  1. Go to Forms in the sidebar
  2. Click "New Form" button

Step 2: Basic Setup

  1. Name your form - Give it a descriptive name

    • "Italy Trip Inquiry"
    • "General Travel Interest"
    • "Honeymoon Consultation"

  2. Set form slug - URL-friendly identifier

    • Auto-generated from name
    • Can customize

  3. Add description - Optional description of form purpose

Step 3: Add Form Fields

Click "Add Field" to add form inputs:

Standard Fields:

  • Text - Short text input
  • Email - Email address (validated)
  • Phone - Phone number
  • Textarea - Long text input
  • Select - Dropdown choices
  • Checkbox - Single checkbox
  • Radio - Multiple choice (one selection)
  • Date - Date picker

For Each Field:

  • Label - What the user sees
  • Placeholder - Example text
  • Required - Make field mandatory
  • Validation - Set rules (format, length, etc.)

Step 4: Configure Field Mapping

Map form fields to lead properties:

  • First Name → first_name
  • Last Name → last_name
  • Email → email
  • Phone → phone
  • Destination → destination
  • Budget → budget (single amount)
  • Source → Set automatically to form name

Step 5: Form Settings

Configure form behavior:

Submission Settings:

  • Thank you message - What users see after submitting
  • Redirect URL - Where to send users after submission
  • Auto-assign - Assign leads to specific team member
  • Default status - Set lead status (usually "NEW")

Notifications:

  • Email notifications - Get notified of new submissions
  • Team notifications - Alert team members

Step 6: Save Form

  1. Review all settings
  2. Click "Save Form"
  3. Form is created and ready to use

Getting Your Form URL

After creating a form:

  1. Go to form details page
  2. Find "Public URL" or "Embed Code"
  3. Copy the URL or embed code

Public URL Format

https://yourdomain.com/f/form-slug

Embed Code

For embedding on your website:

  • Copy HTML embed code
  • Paste into your website
  • Form appears on your page

Form Submission Flow

When someone submits your form:

  1. Data captured - Form fields collected
  2. Lead created - New lead automatically created
  3. Fields mapped - Form fields mapped to lead properties
  4. Status set - Lead status set (usually "NEW")
  5. Notifications sent - If configured
  6. Thank you shown - User sees confirmation

Managing Forms

Viewing Submissions

  1. Go to Forms page
  2. Click on a form
  3. See "Submissions" tab
  4. View all form submissions
  5. Each submission = one lead

Form Analytics

Track form performance:

  • Submission count - How many leads captured
  • Conversion rate - If tracking page views
  • Source tracking - Know which forms work best

Editing Forms

  1. Open form
  2. Click "Edit"
  3. Modify fields, settings, etc.
  4. Save changes

Note: Changes don't affect existing submissions, only future ones.

Form Field Ideas

Essential Fields

  • First Name (required)
  • Last Name (required)
  • Email (required)
  • Phone (optional but recommended)

Travel-Specific Fields

  • Desired Destination
  • Travel Dates
  • Number of Travelers
  • Budget (single amount)
  • Trip Type (Honeymoon, Family, Business, etc.)

Additional Fields

  • How did you hear about us?
  • Preferred contact method
  • Special requirements
  • Questions or comments

Best Practices

  1. Keep it simple - Don't ask for too much upfront
  2. Required fields - Only make essential fields required
  3. Clear labels - Make it obvious what to enter
  4. Mobile-friendly - Test on mobile devices
  5. Test thoroughly - Submit test forms before going live
  6. Track sources - Know which forms generate leads
  7. Follow up quickly - Contact leads soon after submission

Form Examples

Simple Contact Form

  • First Name
  • Last Name
  • Email
  • Phone
  • Message

Trip Inquiry Form

  • First Name
  • Last Name
  • Email
  • Phone
  • Destination
  • Travel Dates
  • Budget
  • Number of Travelers
  • Trip Type

Detailed Consultation Form

  • All basic fields
  • Travel style preferences
  • Special requirements
  • Past travel experience
  • Communication preferences

Troubleshooting

Form Not Capturing Leads

  • Check form is published/active
  • Verify field mappings are correct
  • Check form URL is correct
  • Review error logs

Leads Created But Missing Data

  • Verify field mappings
  • Check required fields are set correctly
  • Ensure form fields match mapped properties

Duplicate Leads

  • Check if user submitted multiple times
  • Consider adding duplicate prevention
  • Review submission history

Related Guides

Next: Learn about configuring form fields →

Was this guide helpful?