Help Center

Form Builder

The LeadCenter Form Builder, page title Forms, lets you build inline or modal pop-up forms and embed them on your site. Submissions create contacts in LeadCenter with attribution.

Page referenced in this article: Forms page. You can reach it from Marketing → Form builder or from Setup → Contact Capturing → Form Builder.

Form Types

• Inline — embedded directly in the page.
• Modal — opens over the page when triggered.

Create a New Form

1. Click Add new form at the top right of the Forms page.
2. In the Create a new form modal, choose a template or start blank.
3. The form builder opens. Add fields, organize them, and configure Lead Tracking Settings, including default Source / Campaign.
4. Save.

Row Actions on the Forms Page

Each form's vertical-dots menu has:

• Preview — opens the rendered form in a new tab.
• Edit — opens the form builder.
• Delete — removes the form.
• Fields mapping — opens the custom-fields-to-LeadCenter mapping screen.
• If the form is Modal:
  • Page load integration script — the script that opens the modal automatically when a page loads.
  • Button/link click integration script — the script that opens the modal when a specific button or link is clicked.
• If the form is Inline:
  • Integration script — the script to paste where the form should render.

Best Practices

• Always set a default Source on each form via Lead Tracking Settings.
• Use UTM parameters in URLs leading to the form for paid-channel attribution.
• Show a success message when you want to keep the visitor on the page; redirect when you want to drive a next step.
• Use Fields mapping to map custom form fields to your LeadCenter contact custom fields.
• Always test in incognito after publishing or changing scripts.

FAQs

How do I embed a form?

From the Forms page, open the form's row actions and copy the appropriate integration script. Use Integration script for inline forms, or Page load / Button/link click integration script for modal forms.

Where do submissions appear?

On the Form Submissions page and on the contact's Forms tab.

Can I trigger a workflow on submission?

Yes. Use the Form submission created workflow trigger.

Related Articles

• Form Submissions
• Capturing Leads from Website Forms
• How to Install LeadCenter JavaScript on WordPress