Create, Edit, and Update Lead Capture Forms

 

 

Within your Consensus platform, you can easily set up your Public Link lead forms to support each campaign's unique needs. In this article we’ll review how to customize different lead forms and set them for your Public Links.

You can find all the Lead Forms under:
Settings > Global Demo Settings > Pubic Links Lead Forms

 

Default Lead Form

 

The Default lead form is used as the “fall back” form if another lead form is deleted that is used within a Public Link. This ensures there is always a lead form associated with your Lead Gate or Call to Action buttons.

You can edit this lead form by hovering over the lead form table and clicking pen () icon on the right side of the table.

 

You can update the default lead form any way you want, including changing its name! Decide which fields you want ON/OFF, which fields you want required, and even drag and drop the order of the fields to your needs. 

Country and State fields can be set to either show the full name or abbreviations. This can be set by simply clicking on the down arrow () in the Action column of the field then selecting “Use abbreviation”.

You can also add up to five Custom Fields to your lead form. This allows you to capture additional information outside of the preset fields.

Adding and Updating Custom Fields:

Click on the Add Custom Fields button to get started.

Within the Custom Field builder you can add a Field Label as well as set the type of input response. You can set the input as either Text Input or Select. 

 

• Text input - Allows for an open field where Viewer can input any response
• Select - Allows you to set preset responses for the Viewer to select from

 

 

 

Once your custom field is set the way you want it, just click Save to update the changes. This will add your new field to the bottom of your lead form. Custom fields can easily be edited or deleted using the pen or trash icons within the Action column of the custom field.

 

 

 

Within the Lead Form builder you can also Preview your Form to make sure it is set the way you want. Simply click on the Preview button to see what the lead form will look like for your Viewers within the demo experience

 

 

 

Once you have your lead form set, simply click on the Save button to update the form.

 

Now that your Default Lead Form is set, you can easily create additional lead forms by clicking on the Lead Capture Form button within the lead form table.

 

 

You have the same flexibility with any lead form you create!

 

The Lead Form Table

 

Within the Lead Form table you will see some quick information about your lead form such as which User created it, when it was created, when it was last updated, and how many leads have been generated by the form.

 

 

Using your Public Link Lead Forms 

Now that your lead forms have been created, you can easily set them up for your Public Links. This can be done by simply selecting which form you want to use when you create or edit a Public Link.

 

You can see which form is used within your Public Link right in the Public Links table or within the Public Link Details page.

 

 

 

That’s it! You can always go back in and edit your lead forms as well as update which lead form is used by any given Public Link. The data collected by that lead from can then be found within the Qualified Leads section under Public Links.