Lead Forms

This article applies to:

Easily capture leads with a contact form. Create your form in just a couple of minutes, then share it wherever you wish you capture contact information, such as your website, Facebook page, or Instagram account. Leads who provide their email when filling out your form will receive an email confirmation thanking them for reaching out.

Access your Lead forms

  1. Open the menu and click Settings. 
  2. Click Forms
  3. Click Lead forms

Create a Lead form

  1. Navigate to the Forms page
  2. Click Create form
  3. Select Lead form

Customize your business name and logo

  1. Add or edit your business name
  2. Click Upload logo to select an image or drag and drop an image file

Customize your lead form

  1. Click Edit form to customize your lead form
  2. Enter a form name and description
  3. Modify the Button text to customize your form's call to action (CTA) button

Add fields

Lead forms include first name, last name, email address, and phone number, phone type, and note fields by default. You may add additional fields or even remove the default fields.

  1. Click Add Fields at the bottom of the list of fields

  2. Select the desired field

  3. Repeat these steps until you have added all your desired fields 

Create new custom fields

Save time and stay in the zone instead of navigating to other areas of Keap when you realize you need a new custom field to capture a piece of information. Click the Create new field button to quickly create a custom field and continue working on your form.

Delete fields

  1. Click the ... button to open the overflow menu
  2. Click Delete field

Helper text

Helper text will be stored in an icon next to a field or underneath fields in your lead form and can serve as a reminder for what type of information should be gathered.

  1. Click the arrow icon to the right of a field to add help text to it
  2. Enter your helper text in the field
  3. This text will display when someone hovers their cursor over the information icon on your form

To always show your helper text beneath a field:

  1. Click the ... button to open the overflow menu
  2. Toggle the Helper text is always visible to the on position
    The helper text will always be provided beneath the field.

Internal fields

Lead forms can be used to add notes to your contacts.

  1. Scroll to the Internal section of the add field menu
    The Add Note field will include a text field on your lead form that will create a note on the Contact record

Publish your lead form

Your lead form will save your progress as you're working. Once your form is complete, click Save and publish.

Share your lead form

Click Copy code to embed your form, click copy link to get a direct link to your lead form page or click Go to your form and copy the URL from your address bar

Pro-Tip! You can always quickly access your lead form URL and this article at the bottom of your home page dashboard

Delete a Lead form

  1. Navigate to the Forms page
  2. Click the trash bin icon next to the form
  3. Confirm your choice by clicking Delete