Lead Forms

This article applies to:

Easily capture leads with a contact form. Create a contact form in just a couple of minutes using Keap’s guided template. Share the form wherever you wish you capture contact information, such as your website, Facebook page, or Instagram account.

Access your lead form

  1. Navigate to Settings, by clicking on your initial, then Settings. 
  2. Scroll down to the bottom of the page and choose, Lead forms.

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. Modify the button text to customize your forms call to action (CTA) button
  3. Use the buttons at the top of the page to copy the link to your lead form or to visit the lead form page. From the edit page...

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 

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

Form fields

Form fields are only found on the lead form, and are not the custom fields listed on the contact record.

You can create unlimited form fields which can trigger automation in the campaign builder. Click here to see how!

  1. To add a form field to your lead form, scroll to the bottom of the add field menu to the Form Fields section
  2. Select the desired type of form field
  3. Enter each field option for the form field on a separate line
    A checkbox form field allows for multiple selections

    A select form field creates a drop-down menu and allows only one selection

    A radio form field allows only one selection

Publish your lead form

Your lead form will save your progress as you're working. Once your form is complete, you'll need to publish it. 

  1. Click Save
  2. Click Save and Publish

You may also click Save and Exit if you want to stop working on your lead form without publishing it.

Share your lead form

Click Copy link on the lead form page or 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