How to create a lead capture form

What it's for

A lead capture form is a public form you share — on your website or by link — where interested families enter their details. Every submission becomes a new lead in your pipeline automatically, so enquiries flow in without you typing them up.

Where to find it

Go to Growth → Forms (the Lead Capture Forms page).

Each form shows its Active status, how many submissions it's had, and a public link you can copy and share (for example on your website).

Step-by-step

1. Go to Growth → Forms.
2. Click Create Form.
3. On the General tab, give the form a name and description, and set its Status (Active means it's live).

1. On the Fields tab, click Add Field to choose what families fill in. You can reorder fields and map them to lead data so submissions fill in automatically.

1. (Optional) Use the Notifications tab to control alerts for new submissions.
2. Click Create Form to save. Once it's Active, copy its public link from the forms list and share it — every submission becomes a new lead.

Managing your forms

• Each form in the list shows whether it's Active or Inactive, plus its submission count and shareable link.
• Use the actions on a form to edit its fields or view the leads it has generated.
• Set a form to Inactive to stop it collecting new submissions without deleting it.

Tips & limits

• Submissions arrive in Growth → Leads as New leads with their source set to the form — follow them up like any other lead.
• Each form has its own public link; share that link (or embed it) so families can reach the form.
• Keep forms short — ask only for what you need to start a conversation.
• An Inactive form won't accept new submissions.

Related articles

• Understanding Growth
• How to manage leads and update their status
• How to add a lead