Capturing Leads

Lead gen forms are a great way to capture a potential clients' interest in your business. Our lead gen forms allow you to create multiple for different purposes and tag clients as they sign up. Best part, you can view a report of all submissions and get an email every time someone submits a form!

1. Go to Tools > iFrame

2. Scroll down "Lead Gen Form"

3. Enter the information you want to collect

1. Title: We recommend adding a title to the form. The title is for internal purposes and you can add it to the email notification, so you know which lead gen form someone submitted.

2. Toggle on the fields you want to collect

3. Attribute to: This is used if you want to give instructors or other people a lead gen form custom to them, and track who they refer to your business.

4. Add tag: This will add a tag to every person that fills out a form. This is great for reporting and follow-up. The tag will appear in the clients' profile as well.

5. Choose the colors

4. Embed the code onto your site. Click the code box and it will automatically be copied.

1. Reporting: You can view all leads by going to Reports > Lead Gen Form Responses

2. Notifications: Set up your automations here.