Product media placeholder
Replace this area with a screenshot or short walkthrough video during the media sweep.
Lead capture forms collect visitor details and turn interest into customer follow-up.
What this feature is for
- Lead capture forms collect visitor details and turn interest into customer follow-up.
When to use it
- You need contact, quote request, booking inquiry, newsletter signup, or event interest forms.
- You want submissions connected to Customers and follow-up.
Do it manually
- Open Forms.
- Choose Create with AI or create the form from the form workflow.
- Include name, email, phone, and only the fields needed for the first follow-up.
- Publish or place the matching page on your website.
- Submit a test and confirm the customer record or submission appears.
Ask Faster AI
Create a lead capture form for [offer/service]. Ask what fields are needed, build the matching website page, sync submitters to Customers, and suggest a follow-up journey.
Review before saving or publishing
- Preview desktop and mobile before publishing.
- Check page title, meta description, links, forms, and calls to action.
- Keep placeholder media clearly marked until real screenshots, photos, or videos are ready.
Common mistakes and fixes
- If a page is not visible, check navigation, page status, and the active branch.
- If a form does not submit, confirm the page and form were updated together.
- If a URL changed, add a redirect so old links keep working.
Placeholder media
- Screenshot placeholder: Replace with an annotated screenshot of create a lead capture form.
- Video placeholder: Replace with a short walkthrough showing the manual path and review step.