Lead Capture Forms

What Lead Capture Forms Do

Create forms that:

• Capture email, name, phone, and custom fields
• Track UTM parameters from ad campaigns
• Track referrer sources
• Auto-enroll leads in email sequences
• Add leads to pipeline stages
• Add subscribers to lists
• Provide conversion rate analytics

Creating a Form

From Template (Recommended)

1. Go to Email Automation > Forms
2. Click "Create Form"
3. Select a template:

• Contact Form
• Newsletter Signup
• Product Interest
• Demo Request
• Free Trial Signup
• Event Registration

4. Customize name/description
5. Click "Create from Template"

Blank Form

1. Click "Create Form" > "Blank Form"
2. Drag field types from sidebar:

• Text Short (single line)
• Text Long (multi-line)
• Email
• Phone
• Number
• Dropdown
• Checkbox
• Radio Buttons
• Date
• File Upload

3. Configure each field:

• Label text
• Required/optional
• Placeholder text
• Help text
• Options (for dropdowns/radio)

Form Builder Tabs

Design Tab

• Add/remove/reorder fields
• Configure field settings
• Set submit button text
• Set success message
• Preview mode

Style Tab

• Primary color
• Button text color
• Logo upload
• Custom CSS

Automation Tab

• Link to pipeline stage (creates lead)
• Link to email sequence (enrolls subscriber)
• Link to subscriber list (adds to list)

Publish Tab

• Activate form
• Copy share link
• Copy embed code
• Publish to CMS (WordPress, Shopify, Webflow, Payload)

Embedding Forms

Iframe Embed (Recommended)

1. Open form builder
2. Go to Publish tab
3. Copy embed code
4. Paste into website HTML

```html

```

Direct Link

Share this URL directly:
```
https://app.illixis.io/forms/yourcompany/contact
```

CMS Publishing

1. Connect WordPress/Shopify/Webflow/Payload
2. Go to Publish tab in form builder
3. Select platform
4. Choose page/post to embed on
5. Click "Publish"

UTM Parameter Tracking

Forms automatically capture UTM parameters from URL.

Example:
```
https://app.illixis.io/forms/yourcompany/contact?utm_source=google&utm_campaign=spring_sale
```

When the form is submitted:

• UTM values are stored with submission
• Visible in lead detail page
• Available for reporting

How to Use This:

1. Add UTM parameters to your ad campaign URLs
2. Form captures the parameters automatically
3. Track which campaigns drive leads
4. Segment sequences based on campaign source

Referrer Tracking

Forms capture the referrer (previous page) when submitted.

Example use cases:

• See which blog posts drive form submissions
• Track social media traffic sources
• Identify which pages convert best

Custom Fields

Add any field type beyond standard name/email/phone.

Example custom fields:

• Company name
• Company size
• Industry
• Budget range
• Project timeline
• Current tools used

How to use custom field data:

1. Data stored in Lead custom_fields
2. Available in email merge tags
3. Use for segmentation and personalization

Form Analytics

Available Metrics:

• Unique Visitors: Number of people who viewed the form
• Submissions: Number of completed submissions
• Conversion Rate: Submissions / Visitors × 100

Where to find:

• Forms list page (summary)
• Form detail page (full breakdown)
• Form submissions page (individual entries)

Auto-Enrollment in Sequences

Trigger email sequences when form is submitted.

Setup:

1. Create form
2. Create email sequence
3. Open form builder > Automation tab
4. Select sequence from dropdown
5. Save

Example workflows:

• Contact form → "Thank You + Follow-Up" sequence
• Free trial → "Onboarding" sequence
• Newsletter → "Welcome Series" sequence

Adding to Pipeline Stages

Send form submissions to a pipeline stage.

Setup:

1. Create pipeline (or use existing)
2. Open form builder > Automation tab
3. Select pipeline + stage
4. Save

Example:

• Demo request form → "Demo Requested" stage
• Pricing inquiry → "Pricing Sent" stage

Adding to Subscriber Lists

Add form submissions to a subscriber list.

Setup:

1. Create list
2. Open form builder > Automation tab
3. Select list from dropdown
4. Save

Optional: Link list to a welcome sequence in list settings. This enrolls all new list members automatically.

Form Status

Draft: Not publicly accessible (only visible in preview mode)
Active: Live and accepting submissions
Paused: Not accepting submissions (shows "Form unavailable")
Archived: Soft-deleted (visible in trash)

Viewing Submissions

1. Open form detail page
2. Click "Submissions" tab
3. See all entries with:

• Timestamp
• Field values
• UTM parameters
• Referrer
• IP address
• Associated lead (if pipeline linked)

Multi-Language Forms

Change button and message text for different languages.

Example (Spanish):

• Submit button text: "Enviar"
• Success message: "¡Gracias! Nos pondremos en contacto contigo pronto."

SMS Consent Capture

Add optional checkboxes for SMS consent (Twilio compliance).

Two consent types:

• Promotional: Marketing messages
• Notifications: Transactional updates

How it works:

1. User checks consent box(es)
2. Consent stored with timestamp
3. Available for SMS sequences

Privacy Messages

Add a message below submit button.

Example:
"We respect your privacy. Unsubscribe at any time."

Form Templates

Available templates:

1. Contact Form - Name, email, message
2. Newsletter Signup - Email only
3. Product Interest - Name, email, product dropdown
4. Demo Request - Name, email, phone, company, industry
5. Free Trial - Email, password, company size
6. Event Registration - Name, email, phone, dietary restrictions

Best Practices

Field Count

• Fewer fields = higher conversion
• Only ask for essential info
• Progressive profiling: capture more data over time

Button Text

• Be specific: "Get Free Guide" not "Submit"
• Action-oriented: "Start Free Trial" not "Register"

Success Message

• Set expectations: "We'll email you in 24 hours"
• Next steps: "Check your inbox for confirmation"

Required Fields

• Mark only truly required fields
• Email is usually sufficient

Testing

1. Preview mode tests (Draft status)
2. Test submission in preview
3. Verify automation triggers
4. Check email/pipeline/list enrollment
5. Activate when confirmed working

Troubleshooting

Form not showing (iframe embed)

• Check form status is "Active"
• Verify iframe URL matches form slug
• Check parent site allows iframes (X-Frame-Options)

Submissions not triggering sequence

• Verify sequence is Active (not Draft)
• Check Automation tab has sequence selected
• Verify subscriber email is valid
• Check sequence enrollment page

UTM parameters not captured

• Parameters must be in form page URL
• Not in embed page URL

Conversion rate is 0%

• No unique visitors yet
• Formula: submissions / visitors
• Visitors tracked via session

Related Features

• Email Sequences: Auto-follow-up after form submission
• Pipelines: Visual lead management after form capture
• Subscriber Lists: Segment contacts from different forms
• Lead Magnets: Interactive quizzes/calculators (different from forms)
• Landing Pages: Host forms on ILLIXIS-generated landing pages