How to create Lead Capture Form ?

How to create Lead Capture Form ?

This article covers the steps for creating a lead capture form, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a lead capture form.

Prerequisites

  1. Permissions:  Any user with permission to create a Lead Capture Form.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on 'Lead capture Form' option under the 'Integration' tab on the Setup.


Step 2
Click on the 'Create New Form Template' option on the Lead Capture Form Listing page to open the Lead Capture Form builder.


Step 3
Insert the form details on the page that follows step 2, and click on the 'Next' button.


Step 4a
Select the fields to be made part of the Lead Capture form.


Step 4b
Once you have selected all the fields you want in the Lead Capture form, click on the 'Save' button to continue to the next page.

Note - LCF form also supports the " Multi value Picklist" custom field. You can select Multiple values for a particular field.


Step 4c: Create Hidden fields on forms
You can create hidden field on the form. The hidden fields will not be shown to the end user who is filling the form from your Website. You may send a fixed value in the hidden field e.g. Source, campaign etc
  1. Choose a field from the list at the time of LCF creation
  2. Turn ON the toggle 'This is a hidden field' 
  3. Choose a Default value for the field that will be sent along with every request


Step 5
Copy the code displayed on the page following step 4b, to integrate the form on your website. Follow the steps mentioned on the page to integrate the form on your website. Click on 'Done'  button to complete the Lead Capture Form Creation process.



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