Lead Generation > Creating Lead Capture Forms
     
 

Creating Lead Capture Forms

 
     

To create a new lead capture form...

  1. From your site's lead capture tools, click Form Manager in the Lead Tools pane on the left.
  2. In the Lead Capture Form Manager, click Create a Form.
  3. In the screen that appears, type a name for the form into the top field - "Customer Survey," for example.

  4. In the field below that, type any instructions or notes you'd like to provide your prospect.

         
      Hint: Explanations about why you need specific information to serve your client and guarantees that you will respect the prospect's privacy have proven to boost lead capture form effectiveness.  
         

  5. Below the instructions field, you can ask as many questions as you like. There are two items you can add to your forms: groups and fields.
    • Groups - Use groups to mix like questions into sections on your form. To add a group, click one of the Add a Group links. Then, type a title for your group into the box provided.
    • Fields - Use fields to ask the questions. To add a field, click one of the Add a Field links. Then, type your question or field label into the box provided.
  6. As necessary, toggle your fields between short, one-line responses and longer, multi-line responses by clicking the single line  and multi-line icons to the right of each field.
  7. To flag a field as "required" so that the prospect is forced to fill it out to submit a form, check the box beside the field.
  8. Rearrange your groups and fields into the desired order by using the green up and down arrows beside each group and field.
  9. If necessary, delete a group or field using the delete icon to its right.
  10. When finished creating your form, click Save.


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