You can create and edit existing lead forms under Admin » Lead Forms. There is no limit to the number of lead forms that can be created, but the original form delivered to all Gingr apps is directly linked to the Contact Us page on the customer portal and the Contact Facility button on the login page of the portal.

Create and Edit Lead Forms

1. In the sidebar, click the Admin icon, then select Customer Portal » Lead Forms.
   
   
   
   
2. Click the Create Lead Form button. A New form builder will open. The first step includes four fields: Form Type, Label, Name, and Description.
   
   
   
   Select Lead as the Form Type and enter the internal form name into the Label field. This will automatically populate the Name field. Enter a brief Description describing the purpose of the form (i.e. Dog Days of Summer Event).
   
   
3. Use the Toolbox to add additional fields to the form by clicking on the desired field.
   
   
   
   
4. Hover over fields to select the Edit icon to adjust the field-specific settings.
   
   Set the name of the field in Display Label and optionally add a description to further clarify any instructions or necessary additional information in the Display Description.

Important:  Fields tagged as "Required for Customer" indicate that "Customers" has been selected under Who Is Required to Complete This Field?. This means pet parents filling out this form on the customer portal must complete that field and will not be able to save the form until they do so.

All remaining fields do not affect the lead form and should be left in their default state.

Related Resources

• Leads Topic Outline
• View Lead Forms How-To
• Forms Topic Outline
• Set Up Forms Topic Outline
• Edit Forms Topic Outline