Summary

You can create and edit lead forms at Admin » Lead Forms. You can create as many lead forms as you want. The original form delivered to all Gingr apps links to the Contact Us page on the customer portal and the Contact Facility button on the portal login page.

Steps

1. In the sidebar, select the Admin icon, then select Customer Portal » Lead Forms.

   

2. Select Create Lead Form. A new form builder opens. The first step has four fields: Form Type, Label, Name, and Description.

   

3. Select Lead as the Form Type. Enter the internal form name in the Label field. This fills in the Name field. Enter a brief Description of the purpose of the form, such as Dog Days of Summer Event.
4. Use the Toolbox to add fields. Select the field you want.

   

5. Hover over a field and select the Edit icon to change its settings. Enter the field name in Display Label. You can add a description in Display Description to clarify instructions or extra information.

Important: Fields tagged "Required for Customer" have "Customers" selected under Who Is Required to Complete This Field? Pet parents who fill out this form on the customer portal must complete these fields before they can save the form.

Warning: The Email field and Last Name field control owner record creation. If either is missing from the Lead Form, Gingr shows an error and cannot create the owner record. Always include these fields.

All other fields do not affect the lead form. Leave them in their default state.

Related Articles

• Leads Topic Outline
• View Lead Forms How-To
• Understanding How to Edit Forms Topic Outline