Creating a Lead Capture Form (Beta)

December 9, 2019

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A Lead Capture form enables prospective students to fill in a simple web form on your website. This form might be a request to schedule a trial class or a form to request more information about your school. When someone fills in the form and submits it, the information they enter is brought into your Kicksite account as a new prospect.

 

To Create a New Lead Capture Form:

 

1.  From the dashboard, click BizBuilders then click Lead Capture Forms.

2. Click the Create New button.

3. Click in the Name field and add a descriptive title for the new form.

 

4. (Optional) If you do NOT want the information in the form to be stored as a prospect, click Form Settings and then slide the Create Prospect Upon Submission toggle to ‘Off’. If the toggle is ‘On’ then any information submitted via the form will be stored as a prospect.

5. To add a field to the form, click the Add field button. choose which field to add from the list.

6. To add a custom field, click the Add field button and choose Custom Field. In the field that appears in the form, type a name for the new custom field and then click the Create button.

7. You can make adjustments to customize your form:

  • To make a field required, click the ‘Not Required’ toggle next to the field name. (Note that the name and email fields are required by default.) Required fields are indicated in the preview and on your website with an *.
  • To remove a field, hover the cursor over the field and click the red ‘x’ that appears in the upper right corner.
  • To change the field’s order on the form, click the up or down arrow to the left of the field name.
  • To see what the form will look like on your website, click ‘Apply’ to update the preview.

8. When you’re happy with the form, click the ‘Finish’ button.

 

To Generate the Code to Embed your Lead Capture Form on your Website:

1 From the dashboard, click BizBuilders, and then click Lead Capture Forms.

2. Click the Embed icon on the card for the desired Lead Capture form.

3. Click the Copy to Clipboard button. Once clicked, the code is copied to your clipboard.

4. Paste the code where desired. (For example, you can copy this code and email it to your website’s webmaster.)

After you create the Lead Capture form and embed the code on your website, people can sign up. You can see the number of people who have signed up using the new form:

1 From the dashboard, click BizBuilders, and then click Lead Capture Forms.

2. Here you’ll see a list of Lead Capture forms you have created. Under the name of the Lead Capture form, you can see Total Signups and the current number of people who have signed up.

3. Click the Lead Capture form name to view more information; you can see a list of all the people who have signed up using this form:

  • If the Create Prospect Upon Submission toggle is ‘On’ (click Form Settings to see the toggle), anyone who signs up will automatically be entered as a prospect.
  • If the Create Prospect Upon Submission toggle is ‘Off,’ the information entered on the Lead Capture form will not be entered as prospects. However, you will be able to see the information people entered.

 

After a Lead Capture Form is no longer needed, you can archive it. (For example, if the Lead Capture form is for a limited time, such as a holiday special or back to school trial.)

To Archive a Lead Capture Form:

1 From the dashboard, click BizBuilders, and then click Lead Capture Forms.

2. On the Lead Capture form, you want to archive, click the Active drop-down list and select archived.Read More

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