Creating a Lead Information Form

April 17, 2019

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Lead Campaigns + Profit Centers = Biz Builders

Need a place to allow for people to submit their information where you can control if they are a contact or a potential prospect? Look no further! Create an online form that can be integrated directly into your website.

1. Click on Biz-Builders

2. Hover over Forms and click on New Form

3. Begin by giving the new form a title in the Name field

4. Type a description of what the form is intended for in the Description field

  • Note: If this form will be embedded into a website, the name and description will be for internal use only
  • If this will be a landing page for sign-ups, the name and description will be visible by the contact/prospect

5. Select a start date for this form to begin accepting submissions and an end date to set the final day for this form to accept submissions

  • Note: These fields can be left blank to allow this form to always be available for sign-ups

6. From the “Store Submission As” list, choose if this form will gather information from a Contact or Prospect

7. Click the Confirmation tab

  • Select the check box at the top if you would like to send admin an alert
  • Choose where you would like to redirect the new sign-up
    • Send them to a specific website or;
    • Redirect them to a simple landing page with a customized message

  • Select if you would like to send the new sign-up a confirmation email

8. To include a waiver to the form, click the Agreement tab and select the waiver from the Add an Agreement list

9. Click Save to create the new form

10. To see the new form, click the View Landing Page link

11. If you would like to share a link to the landing page, copy the URL for the page

  • This URL can be pasted in an email or on social media for more visibility

How to to embed this as a contact form on your website 

13. Click Settings on the Dashboard to view the HTML code; your webmaster can add the code to your website. If you are working with a Third-part web service, simply copy the HTML code, paste it into an email, and send it to your webmaster. Inform them that this is the code for your Kicksite Lead Capture form.

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