Creating Lead Capture Forms |
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To create a new lead capture form...
- Open the Form Manager in your XSite's Lead Capture Tools and click Create a Form.
- Enter a name for the form - something like "Customer Survey."
- Below that, you can give instructions or a welcome or something to that effect. You can leave this blank if you wish.
- Next, you decide which things you want to ask them. Our default "group" information asks them for their name, e-mail and phone number. To add another field, click Add a field, and then give it a label so visitors know what to put in it.
- Next to the label is a gray box that shows where their answer will go, and
next to that is a paragraph button that will toggle the field between a single
line
and
multi-line 
.
You also have “groups” of information. Basically, you can break up what you’ll be asking your prospects into sections. You might want to name the default group “Basic Contact Information,” for example. But, say, for example, you’re asking someone about their family - maybe you could click Add a group to first make a new category, then add fields under that group pertaining to their family.
- After you’ve added fields and groups, you can rearrange them.
- The up
and
down 
arrow
next to the fields and groups help you arrange them on the form from top to
bottom.
- The rightmost icon
is used to delete a group or field.
- When you’re through creating your custom form, click Save.
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