Create or Edit a Lead Form

1. In Gingr, navigate to Admin » Customer Portal » Lead Forms.
   
   
2. To create a new lead capture form, click the blue + Create Lead Form button on the upper-right side of the page.
   
   
   • Form Type: Leads
     
     
   • Label: This will be the name of the form within Gingr and is not visible to customers.
     
     
   • Name: This field will populate automatically based on what's entered in the "Label" field. The name field is used internally in the database and must be unique in your system.
     
     
   • Description: This will help explain to other Gingr users what this form is used for.
     
     
3. Click the blue Create! button to create the new Lead Form.
   
   
4. To edit an existing Lead Form, click the black/white pencil icon by the record.
   
   
5. For more information on adding/editing fields on your form, please see our article Set Up Forms.

Related Resources

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