Help Center

Form Builder

* Page referenced in this article: form builder page.

The Form Builder in LeadCenter.AI allows you to create, customize, and manage forms for your website. Whether you need an inline form embedded within your content or a modal pop-up form to capture leads, the Forms page provides an intuitive interface to design, edit, and preview your forms.

Form Types

• Inline Form: Ideal for embedding directly into website content, allowing users to engage without disrupting their browsing experience.
• Modal Pop-Up Form: Best for capturing attention with forms that appear as overlays, useful for lead generation campaigns or special announcements.

Creating a New Form

1. Click + Add New Form on the Forms page.
2. In the "Create a New Form" dialog box, select a predefined template or choose to build your custom form.

Step 1: Build Your Form

• Skip this step if using a predefined template.
• To create a custom form, click Create Form and start adding fields.
• Organize your form with pages, rows, columns, and groups of fields for better structure and clarity.

Step 2: Basic Details

• Form Title: Enter a descriptive title for your form.
• Form Type: Select the form’s display style (Inline or Modal Pop-Up).

Step 3: Actions Upon Submission

• Create Lead: Automatically generates a lead in the Lead Dashboard (default action).
• Choose Action:
  • Show Success Message: Display a confirmation message.
    • Title: Add a success message title.
    • Description: Provide a confirmation message.
  • Redirect to a URL: Direct users to a specific webpage after submission.
    • URL: Enter the destination URL.

Lead Tracking Settings

• Lead Source: Choose the source (e.g., Google Ads, Organic Search, Social Media).
• Campaign Parameters (Optional):
  • Source: Identify the referrer (e.g., google, newsletter).
  • Medium: Specify marketing medium (e.g., CPC, banner, email).
  • Name: Campaign identifier (e.g., spring_sale).
  • Term: Keywords for paid campaigns.
  • Content: Differentiate ads for A/B testing.

Important: We recommend using UTM paramters in your website pages URL. Using manual fields in this form may not provide accurate results. For more information, please consult with a digital marketing agency. Check this article: URL builders: Collect campaign data with custom URLs for more information about the subject.

Click Save to publish your form.

Field Types & Configuration

Each field added to the form can be configured with the following sections:

• Basic Details: Label, placeholder, default value, and help text.
• Validation Rules: Required fields, data format restrictions, and specific validation options depending on the field type.
• Sizing Info: Adjust the field's display width and alignment.

Common Field Types Include:

• Static Text
• Separator
• Text
• Textarea
• Select
• Checkbox
• Checkbox Group
• Radio Group

Note: Validation rules differ based on the field type to ensure accurate data collection.

Editing an Existing Form

1. On the Forms page, find the form you want to edit.
2. Click Actions > Edit.
3. Modify the form as needed.
4. Click Save to apply changes.

Previewing a Form

1. On the Forms page, select the form you want to preview.
2. Click Actions > Preview to see how the form will appear on your website.

Embedding Forms on Your Website

• Inline Forms: Use the Integration Script button to copy the code and embed it directly into your website.
• Modal Pop-Up Forms: You must add both of the following scripts to your website:
  • Page Load Integration Script
  • Button/Link Click Integration Script

For additional support with code integration, contact LeadCenter.AI Support.

Field Mapping for Lead Integration

Ensure all form fields are properly mapped to LeadCenter fields for seamless lead capture. For detailed guidance, refer to Field Mapping.

Need Assistance?

For questions or support, reach out to support@leadcenter.ai.