Lead Forms

Required Role: OWNER, EMPLOYEE
Plan Required: All Plans

Create lead capture forms, embed them on your website, and automatically capture leads into Turf Pro Logic.

Overview

Lead Forms allow you to create customizable web forms that capture lead information and automatically create leads in your system. Perfect for website contact forms and lead generation.

Getting Started

Access Lead Forms from:

• Leads → "Forms" in the sidebar
• Or Leads → "Lead Forms"

Creating Forms

Step-by-Step: Create a New Form

1. Navigate to Leads → Forms

2. Click "New Form" or the plus icon

3. Enter form details:

• Form Name: Internal name for the form
• Description: Where this form will be used

4. Configure form fields:

• Name: Lead name (required)
• Email: Email address (required)
• Phone: Phone number (optional)
• Address: Property address (optional)
• Message: Additional message (optional)
• Custom Fields: Add custom fields if needed

5. Configure form settings:

• Thank You Message: Message shown after submission
• Redirect URL: Where to redirect after submission (optional)
• Notification Email: Email to notify of submissions (optional)

6. Click "Save Form"

Form Information

• Form Name: Internal name
• Description: Form purpose
• Fields: What information is collected
• Settings: Form behavior settings
• Embed Code: Code to embed form

Embedding Forms

Getting Embed Code

1. Open form detail page

2. Click "Get Embed Code" or "Embed" button

3. Copy embed code

4. Paste into your website

Embedding on Website

1. Copy embed code from form

2. Paste into your website HTML

3. Form appears on your website

4. Submissions automatically create leads

Form Link

1. Open form detail page

2. Click "Get Form Link" or "Share"

3. Copy form link

4. Share link directly

5. Visitors can fill out form via link

Form Submissions

Viewing Submissions

1. Go to Leads → Forms

2. Click on form name

3. Navigate to "Submissions" tab

4. View all form submissions:

• Submission date
• Lead information
• Form data

Submission Details

1. Click on submission

2. View complete submission:

• All form fields
• Submission date/time
• Source information

3. Convert to lead if not already

Converting Submissions

1. Open submission

2. Click "Convert to Lead" (if not automatic)

3. Lead is created

4. Can then convert to customer

Related: See Leads Management for lead management

Form Customization

Customizing Appearance

1. Open form settings

2. Configure:

• Colors: Match your brand
• Fonts: Choose fonts
• Layout: Form layout options

3. Preview form

4. Save changes

Adding Custom Fields

1. When creating/editing form

2. Click "Add Custom Field"

3. Configure field:

• Field Name: Label for field
• Field Type: Text, Number, Dropdown, etc.
• Required: Whether field is required

4. Add multiple custom fields

5. Save form

Common Tasks

Testing Forms

1. Open form detail page

2. Click "Preview" or "Test Form"

3. Fill out test form

4. Submit test

5. Verify submission appears

Viewing Form Analytics

1. Open form detail page

2. View analytics:

• Total submissions
• Submission rate
• Recent submissions
• Conversion rate

Deactivating Forms

1. Open form detail page

2. Toggle "Active" off

3. Form stops accepting submissions

4. Can be reactivated later

Troubleshooting

Form not submitting

• Check fields: Ensure required fields are filled
• Test form: Test form to verify it works
• Check embed: Verify embed code is correct
• Review settings: Check form settings

Submissions not appearing

• Check form: Verify form is active
• Refresh page: Try refreshing submissions list
• Wait a moment: Submissions may take a moment
• Check spam: Verify submissions aren't being filtered

Embed code not working

• Check code: Verify embed code is complete
• Test embed: Test on test page first
• Check website: Ensure website allows embeds
• Try link: Use form link as alternative

Can't customize form

• Check permissions: Only OWNER and EMPLOYEE can edit
• Verify form: Ensure form exists
• Try again: Refresh and try again
• Contact support: If issue persists

Related Articles

• Leads Management - Managing captured leads
• Customer Management - Converting leads to customers

Best Practices

1. Keep it simple: Don't ask for too much information
2. Make it clear: Clearly state what information is needed
3. Test thoroughly: Test forms before publishing
4. Monitor submissions: Regularly check for new submissions
5. Respond quickly: Follow up on submissions promptly
6. Customize appearance: Match form to your website
7. Use custom fields: Add fields specific to your business
8. Track performance: Monitor form submission rates
9. Update regularly: Keep forms current
10. Optimize placement: Place forms where they'll be seen