Creating a Form

Creating a Form in Leadgn.com

August 13, 2024โ€ข2 min read

Overview

Welcome to the Creating a Form tutorial for Leadgn.com. This guide will walk you through the process of designing, customizing, and implementing forms on your website. Whether youโ€™re collecting lead information, gathering customer feedback, or creating surveys, Leadgn.comโ€™s form builder allows you to create user-friendly and visually appealing forms that help you capture valuable data and enhance your customer interactions.

Watch the Tutorial Video

Why Use Forms on Your Website?

Forms are a crucial tool for:

  • Lead Generation: Collect contact details and other information from potential customers.

  • Customer Feedback: Gather insights from your audience to improve your products or services.

  • Event Registrations: Allow users to sign up for webinars, events, or consultations easily.

  • Surveys and Polls: Get direct feedback from your customers to understand their preferences and needs.

Step-by-Step Guide to Creating a Form

  1. Access the Form Builder

    • Navigate to the "Forms" section within your Leadgn.com dashboard.

    • Click on "Create New Form" to start designing your form.

  2. Choose a Template or Start from Scratch

    • Select from a variety of pre-built templates that suit your needs (e.g., contact form, registration form, survey).

    • Alternatively, start with a blank form and add the elements you need.

  3. Customize Form Fields

    • Add Fields: Choose from a wide range of field types, including text boxes, drop-down menus, checkboxes, and radio buttons.

    • Label Fields: Clearly label each field so users understand what information is required.

    • Set Field Properties: Make fields required or optional, and add placeholder text to guide users.

  4. Design Your Form

    • Style Options: Customize the appearance of your form to match your brandโ€™s design, including colors, fonts, and layout.

    • Add Branding: Insert your logo or any other branding elements to ensure consistency across your site.

  5. Configure Notifications

    • Set up email notifications to be sent to you or your team whenever a form is submitted.

    • Customize the confirmation message that users see after submitting the form.

  6. Integrate with CRM and Workflows

    • Connect your form to your CRM system to automatically capture leads and other data.

    • Set up workflows that trigger actions based on form submissions, such as sending follow-up emails or assigning tasks to team members.

  7. Embed the Form on Your Website

    • Copy the embed code provided by Leadgn.com and paste it into the HTML of the page where you want the form to appear.

    • Ensure that the form is responsive and works well on both desktop and mobile devices.


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