If you are planning to go to an event where you will be capturing quick client info, save time on data entry later by using a Lead Capture form! All you need is a mobile device where you can have the Lead Capture open for potential clients to fill out.

Here's a quick overview:

  1. Create and save a Lead Capture form.
  2. Copy the Direct Link from the Share window.
  3. Paste the Direct Link into the Redirect URL setting of the Lead Capture.
  4. Bookmark the Direct Link on a mobile device so that you can access your form at the event.
  5. When a lead fills out and submits the form at your event, the form will reload for the next person to fill out!

 

First, you'll need to create your Lead Capture form under TEMPLATES >> FORMS.

We recommend keeping it brief, as you want your leads to be able to fill it out quickly. Just make sure you have the Client First Name, Last Name, and Email Address mapped short answer fields at a minimum!

Once you have your Lead Capture created, SAVE it. Then click on the SHARE button. 

This will open a pop up modal window where you can find the Direct Link URL. Copy that link:

Once the Direct Link URL is copied, head back into your Lead Capture form and click on the SETTINGS tab at the top. Paste the Direct Link into the Redirect URL setting.

With the Lead Capture form set to redirect back to itself, each time a lead fills out and submits the form, it will automatically refresh with a new page for the next person to fill out! This will keep things moving quickly at the event.

You can also add a Thank You Message in the field above, for example, "Thank you! Refreshing in 3... 2... 1..." This message will flash on screen briefly before the form re-loads.

Now that your Lead Capture form is ready to go, don't forget to bookmark the Direct URL on your mobile device's web browser so that you can pull it up at the event!

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