Getting Started Checklist

Welcome to LeadCapture.io!  

Important Note: We’ve recently rebranded from GetLeadForms to LeadCapture.io. While we’re in the process of updating all our documentation to reflect this change, you may encounter some inconsistencies. We appreciate your patience as we work through these updates.

The following links will provide you with the information and videos you need to get started with LeadCapture.io.  You can think of this as your table of contents for getting your led capture form up and running, along with a few tips and tricks.  


Table of Contents:

  • Creating a LeadForm with a template
  • Designing Your LeadForm
  • Adjusting Your LeadForm Settings
  • Conversion Tracking
  • Creating Steps for Your LeadForm
  • Other Tips and Tricks
  • Adding Your LeadForm to Your Site
  • Setting Up Where to Send Your Leads
  • Connecting to your CRM or Email Service
  • Troubleshooting


Introduction to LeadCapture.io

Watch this quick overview video to learn the basics.

Important Note: This video was created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!


Creating Your First LeadForm

Start with a template: We’ve done all the heavy lifting for you already! All of the templates can be customized to match the look and feel of the website you are looking to add your LeadForm to. You can add, remove, or change any of the questions in the template.

https://app.leadcapture.io/lead-forms/add/templates


Design Overview


The design section is where you can customize the look and feel of your LeadForm. Learn more about the custom design features here:

Important Note: This video was created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!

If you need additional support in specific features in the design section for your LeadForm, here is additional information on how to customize these features:


Configuring your Lead Capture Form's Settings:

In this section, you will find information about the settings you can configure for your LeadForm. First, you’ll learn about our “Form Mode,” which allows you to choose between having your LeadForm popup or being embedded within your website.

Important Note: This video was created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!

This next link will provide you with more specific information regarding Google Analytics for your LeadForm. LeadCapture.io supports both Universal Analytics and Google Analytics 4.


Conversion tracking: How to add hidden fields

In this article, we will show you how to track attribution of your ads when your form is filled out. This way you will know which campaigns, ad groups (or ad sets), and ads are working. This works for:

https://help.leadcapture.io/article/159-how-to-track-attribution-for-facebook-ads-google-ads


Creating steps & questions in your LeadForm


We’ve done most of the heavy lifting for you!  Our templates come with preloaded steps within the LeadForm.  But, you’ll have the ability to add, change, or delete questions to customize your LeadForm to best suit your needs.  In these sections, you will find documentation on the step formats, how to add steps, and connect the steps.  

Step Formats:

Important Note: The following videos were created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!

How to Add and Connect Steps:

How to Add in a Step:

How to Clone Steps and Responses:

https://help.leadcapture.io/article/76-clone-duplicate-or-copy-steps-and-responses


Other Handy Tips and Tricks:

Adding Icons to your form:

https://help.leadcapture.io/article/91-how-to-add-icons-to-your-form

Redirecting to a Custom Thank You Page:

https://help.leadcapture.io/article/90-redirect-to-custom-thank-you-page-after-form-submission

Setting up SMS Phone Verification OTP:

https://help.leadcapture.io/article/151-sms-phone-verification-otp

Google Address Auto Complete:

https://help.leadcapture.io/article/155-google-address-auto-complete

How to Add Icons to your LeadForm:

https://help.leadcapture.io/article/91-how-to-add-icons-to-your-form

Adjusting the Background Color and Image: https://help.leadcapture.io/article/79-adjusting-background-color-and-background-image


Ready to Get Your Lead Capture Form Up and Running?

Adding your LeadForm to your site:


Our lead captures work with all major website and landing page builders. Below you'll find some documentation regarding how to setup the for each platform:

https://help.leadcapture.io/article/221-important-new-improved-method-for-adding-leadforms-to-your-pages

How to setup your pixel script with Google Tag Manager:

https://help.leadcapture.io/article/171-how-to-integrate-your-leadform-with-google-tag-manager

How to add your LeadForm to WordPress:

https://help.leadcapture.io/article/99-wordpress-integration-guide


Telling LeadCapture.io where to send your leads:


Receive instant lead notifications with all of the data that you need to turn leads into sales & revenue. This way you can follow-up from anywhere!

https://help.leadcapture.io/article/145-lead-delivery-overview

Important Note: This video was created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!


Connecting your LeadForm to your CRM or email service:

Connect your forms with your email services and CRMs for follow-up. LeadCapture.io Integrates with Hubspot, ActiveCampaign, Mailchimp, Google Analytics, Zapier, and more. It also works across all major website builders and landing page platforms like WordPress, Clickfunnels, Unbounce, Leadpages, etc…

Zapier Integration:

https://help.leadcapture.io/article/168-zapier-integration


Important Note: This video was created before our recent rebrand, so some visuals might look different. However, the concepts remain the same. We’re currently working on a new intro video, but please use this one in the meantime!

Unbounce Integration:

https://help.leadcapture.io/article/107-unbounce-integration-guide

WordPress Integration:

https://help.leadcapture.io/article/99-wordpress-integration-guide

Active Campaign Integration:

https://help.leadcapture.io/article/106-active-campaign-integration-guide

Leadpages Integration:

https://help.leadcapture.io/article/86-leadpages-integration


Need Help?

Troubleshooting:

Having trouble?  We’re here to help!  Here’s a few tips on what you can do if your form isn’t working or if your leads aren’t saving.  

https://help.leadcapture.io/article/104-form-is-not-working

https://help.leadcapture.io/article/138-leads-not-saving

Still need help?  Feel free to email us with any questions you may have.  We’re always happy to help!

support@leadcapture.io

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