How to Create and Manage a Lead Capture Form

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

1. Go to the Lead Capture Section

   • Navigate to the Lead capture section in your event platform.

     

   • Open the Form 

     

   • Click on Form to manage lead capture forms.

2. Create a New Lead Capture Form

   • It will take you to Form builder screen present under Registration section.

1. • Click on the Add button at the top right of the screen.

     

   • Fill in the required details.

   • Select Lead Qualification Form in the Form Type dropdown.

   • Click Save to store the new form.

     

2. View Your Form in the Form Builder Listing

   • The newly created form will now appear in the Form Builder Listing screen.

Steps to Edit a Lead Capture Form

1. Locate the Form in the Form Builder Listing

   • Find the form you want to edit in the listing.

2. Edit the Form

   • Click the Pencil (Edit) Icon under the Actions column to modify the form.

     

   • Make the necessary updates and save the changes.

Deleting a Lead Capture Form

• To remove a form, click the Trash (Delete) Icon under the Actions column.

• Confirm the deletion to permanently remove the form.

  

Understanding the Master Form (N/A Booth Name)

• In the listing screen, you will see a Booth Name labeled as N/A—this is the Master Form.

   
  

• Changes made to the Master Form will apply to all future forms created after that.

• Editing any other individual forms will only apply changes to those specific forms and not affect any new forms created later.

Conclusion

Creating and managing a Lead Capture Form is simple with the Form Builder. Organizers can customize forms for lead qualification, edit them as needed, and ensure efficient lead tracking for their event. Be mindful of the Master Form (N/A booth name), as changes there will impact all new forms created after it.