How Can We Help?
-
How To Articles
-
-
-
-
-
- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
-
-
-
-
-
-
-
-
How To Videos
-
- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: Billing Settings
- Video: How to Refund a Transaction
-
*Getting Started*
-
Community
-
FAQs / Best Practices
-
- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Payment Reasons
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How to Create a QR Code for a Landing Page
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
-
Webinar Recordings
After you create a Lead Capture Form, you need to make it available for people to use it. You can share your Lead Capture Form by embedding the form code into a page on your website or by sharing a link via email or social media.
First Steps
Before you can share it, you need to create a Lead Capture Form. If you want to enable a prospect to purchase a trial membership through the Lead Capture Form and Landing Page, first create a trial membership profit item.
To generate the code to embed your Lead Capture Form on your website:
1. On the left panel, click Marketing Tools, and then click Lead Capture Forms.
2. Hover over the Share icon and then click Embed Code on the desired Lead Capture Form.
3. Click the Copy button. When clicked, the code is copied to your clipboard.
4. Paste the code where desired. (For example, you can copy this code, go to your email program, and paste the code into an email message to your webmaster.)
To share a link to your Lead Capture Form:
1. On the left panel, click Marketing Tools, and then click Lead Capture Forms.
2. Locate the Lead Capture Form you would like to embed; hover over the Share icon and then click Link.
3. Click the Copy button, and then paste the link wherever you like (such as an email, tweet, or Facebook post).
By default, the link is shortened to make it easier to share via social media posts. If desired, you can toggle off the Short Link option to copy the full URL.
To share your Lead Capture Form via a QR Code:
1. On the left panel, click Marketing Tools, and then click Lead Capture Forms.
2. Locate the Lead Capture Form you would like to embed; hover over the Share icon and then click QR Code.
3. A window pops up with a preview of the QR code. By default, the QR code will have your school’s logo (which you can upload on the School Info & Logo page) in the center. If you do not want the logo in the QR code, toggle off the Show Logo option.
4. Click the Download button to download the QR code image (a PNG file). You can then print the image file, add it into a flyer, add it to a web page, print it on a business card, and so on.
What’s Next?
After you create the Lead Capture form, consider creating a Landing Page to provide more information about the form and what a prospect is signing up for. If you no longer need the form, archive it. Also, consider some of the tips to nurture your prospects.