Custom Lead Forms

November 1, 2023

Background

Custom Lead Forms are built on our Hosted Pages platform that allows you to present the same tool to both known-contacts and non-contacts. Please see Hosted pages for more information.

Create

  1. Open Settings
  2. Click on Hosted Pages Tab
  3. Click on Add New
  4. Fill in the Hosted Pages information
  5. Select some options that will apply to your custom form
    • Lead Source
    • Action Plan
    • Success URL
    • Error URL
    • Base Color
    • Highlight Color
    • Personally Identifiable Information (PII) visibility
  6. Design your custom form using the options provided (More on each of these below.)
    • Field
    • Header
    • Notes
    • Horizontal Line
    • Page Separator