Summary

This article shows you how to create a new lead capture form or edit an existing one.

Steps

Create a Lead Form

1. Go to Admin » Customer Portal » Lead Forms.
2. Select the blue + Create Lead Form button in the upper right of the page.
3. Set the Form Type to Leads.
4. Enter a Label. This is the name of the form in Gingr. Customers do not see it.
5. Check the Name. Gingr fills it in from the Label. The database uses it internally, and it must be unique in your system.
6. Enter a Description to explain to other Gingr users what the form is for.
7. Select the blue Create! button.

Edit a Lead Form

1. Go to Admin » Customer Portal » Lead Forms.
2. Select the black and white pencil icon next to the form.

To add or edit fields on your form, see Set Up Forms.

Related Articles

• Embeddable Lead Capture Form Topic Outline
• Embed Lead Forms on the Website How-To
• Receive Notifications When a Lead Form Is Submitted How-To