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:
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