Submit a ticket My Tickets
Welcome
Login  Sign up
Open navigation

How to Capture Leads using a Marketing form

Availability
Starter
Pro Trainer
Learning Center
High Volume & Corporate

With our Marketing forms, you can capture leads to grow your email lists and encourage the people who have access to the form to submit their email addresses and join your newsletters. A Marketing form can be used as a standalone page, so everyone who has the URL of the form can submit it. More information you can find in our respective article on how to create a Marketing form


In this article, you can find out more about how you can capture leads with a Marketing form and where you can find those leads in your school.

How to Add an Email Grabber

In order to capture leads, the first thing you need to do is to add an email grabber to your form. 


1. You can create a Marketing form and choose one of the Contact Forms templates we offer.

2. You can add an Email Contact type of question to an already created Marketing Form. You can also add a Firstname / Lastname type of question to gather the name of the lead as well as a Consent Choice type of question.

If you have chosen the Save data in the "Leads from Pages" table option, under Settings → After Submission, in the Consent type of question the Make this "Marketing Opt-in" toggle will appear. 

If you wish to enable that option, the Consent question must have only one option (the one that will be set up as a Marketing opt-in), and the answer to that (yes/no) will populate the Opt-in column in the Leads from pages


The email grabber option can be set as a required option. This means that users need to add their email so that they can submit the form.


How to Track and Export the Leads

In order to track and export the captured leads:


1. You can go to Marketing → Form Builder and choose the Marketing Forms option. Hover over the specific form you wish to, and click on the Responses option.

The Responses page will open, where you can check the responses of the collected leads or export them in a CSV/ XLS file.


2. If you have enabled the Save data in "Leads from Pages" table under Settings while creating your form, you can find the leads' data on the Leads from pages page, and export them in a CSN/ XLS file.

Note: Responses from logged-in users will not be registered on the Leads from Pages page.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.