How to create a lead capture form

1. 1
   Step 1:

   In the menu, open Promote › Forms and click New form.

   

2. 2
   Step 2:

   In Information, enter the Name and the Description. The form's address is generated from the name.

   

3. 3
   Step 3:

   In Fields, the first field already comes as Email. Write the question the person will read and check Required if it can't be left blank.

   

4. 4
   Step 4:

   Click Add field for each new question. Choose the type, such as short text, phone, or list, and write the question.

   

5. 5
   Step 5:

   On each field, the Configure field button (the gear icon) links the answer to a piece of contact data, such as name or phone. This is what fills in the record automatically.

   

6. 6
   Step 6:

   In Behavior, write the Success message that appears after submission. If you'd like, choose tags to mark whoever responds.

   

7. 7
   Step 7:

   Click Publish now so the form can start receiving responses right away. Save as draft keeps it saved without publishing.

   

8. 8
   Step 8:

   The form page opens with the Active badge. In Fields and mapping, check which contact data each question is linked to.

   

If something goes wrong