How to set up a lead capture form

Setting up and managing your custom lead capture form in WillowSpace
Written by Team WillowSpace
Updated 1 year ago

One of our favorite things about WillowSpace is easily managing those inquiries and potential clients.

To set up your lead capture form, log in to your WillowSpace account > Leads > Edit lead form.

Next, fill in the lead form settings. The auto-response allows you to automate an email response to anyone who submits the form. You can turn this on or off at any point. You also have the ability to control what happens once a person submits the form: do nothing, take the person to a specific URL, or show a customized message.

You can choose a different button color from your WorkSpace brand color here for the submission button too.

Next, you'll be guided to customize your form with different field options. You can add new ones, edit current ones, map them to different sections inside your account, make them required or optional, or move them around!

You can add new questions with the + buttons, drag and drop questions around with the 9-dot icon on the right, delete a question entirely with the garbage can icon, and view the details of each question in the box.

Once you add a new question, you will be prompted to fill in the requirements. The "Map response to" field will input the submitted information into the properly designated area within WillowSpace so that you don't have to manually edit the lead details.

Fill in all the details, and click save & next. From here, you'll be able to fully customize the design of your form and how it will appear on your website or unique link.

You have control over the fonts, colours, button styles, form field styles and more! Figure out where you want to embed your form and start styling it to match your website and your brand. Easy peasy!

If you're really keen (or a designer like us), you can use CSS to customize a form even more! Enter in your own, unique brand fonts, or change up the padding and margins. The world is your oyster. Just click on CSS at the top menu bar inside the "Design" tab. 

Finally, when your form is customized and designed, you're ready to embed it or send out the link from the "Embed" tab! Done! Time to start watching those leads roll in.

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