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Creating Lead Capture Forms |
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To create a new lead capture form...
- From your site's lead capture tools,
click Form Manager in the Lead Tools pane on
the left.
- In the Lead Capture Form Manager, click Create a Form.
- In the screen that appears, type a name for the form into the top field -
"Customer Survey," for example.
- In the field below that, type any instructions or notes you'd like to
provide your prospect.
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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. |
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- 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.
- 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.
- 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.
- Rearrange your groups and fields into the desired order by using the green
up
and down
arrows beside each
group and field.
- If necessary, delete a group or field using the delete icon
to its right.
- When finished creating your form, click Save.