Lead Capture Forms

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Create a Collection Form

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Step 1: Set Up the Collection

1. Go to “Pages” → “Advanced” → “Collections”
2. Click “Create Collection”
3. Enter a name, define what happens on a new entry, and decide if you want to allow public export (e.g., for suppressions)

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Step 2: Configure Fields

1. Add fields (Text Field, Email Field, etc.)
2. Set attributes like required, searchable, private, and encrypt (for suppressions)

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Add Form to Your Page

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Step 3: Embed the Form

1. Go to the page builder and click the ”+” button at the top left to add a new component
2. Search for your collection by name, then drag and drop the form

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Step 4: Configure Form Submission

1. Select the “Form” element in the “Layers” tab at the bottom left
2. In the properties tab, configure the success message or choose what to do after submission (show a modal, redirect, or display a message)
3. If opting to show a modal, create it first by adding a modal component

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Form Field Types

• Text Field: Single-line text input
• Email Field: Email validation included
• Phone Field: Phone number formatting
• Textarea: Multi-line text input
• Dropdown: Selection from predefined options
• Checkbox: Boolean yes/no options
• Date Field: Date picker functionality

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Advanced Features

• Conditional Logic: Show/hide fields based on user selections
• Multi-step Forms: Break long forms into multiple steps
• Auto-fill: Pre-populate fields with known user data
• Validation Rules: Custom validation for specific field requirements

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Optimization Tips

• Keep forms as short as possible
• Only ask for essential information initially
• Use clear, descriptive field labels
• Provide value before asking for information
• Test form submission thoroughly