A Lead Capture Form is a crucial tool for collecting and qualifying leads at an event. Follow these steps to create and edit a lead capture form effectively.
Steps to Create a Lead Capture Form
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Log in to the backend portal with your credentials.
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From the left navigation menu, select Lead Capture.
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Click on Lead Forms.
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You will be redirected to the Lead Capture Form Builder screen.
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On the Form Builder screen, you will see two sections:
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Default Lead Forms:
These are pre-built forms with default templates used for general lead capture. -
Exhibitor Lead Forms:
These allow customization of lead forms specific to each booth or exhibitor.
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To edit a default lead form:
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Click the Edit Form Fields button found in the Actions column.
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Customize the fields as needed to tailor the form to your event’s requirements.
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Save your changes.
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To customize exhibitor lead forms:
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Navigate to the Exhibitor Lead Forms section.
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Select the booth or exhibitor whose form you want to customize for example i am selecting Acme LLC booth.
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Modify the form fields to suit each exhibitor’s lead collection needs.
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Save changes after editing.
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Additional Tips:
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Use consistent field types to ensure data accuracy.
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Preview your forms before publishing to verify layout and field order.
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Regularly review and update forms to keep information collection relevant.
By following these steps, you can effectively manage lead capture forms to enhance your event's lead generation and exhibitor engagement.