Introduction

The embeddable lead capture form allows you to embed a custom form on your website. The data will feed back into Gingr's Lead Report, which will allow you to perform various actions on form submissions.

Helpful Hints

• Lead Forms are used to collect virtual information from new and existing clients. With lead forms, you can funnel in questions from existing clients into one report as well as create lead forms for specific events to track potential new clients.
  
  
• With the lead form, you can collect as little or as much information as needed from the client to complete their inquiry by adding and removing the required fields.
  
  
• Customers who submit a lead form that do not yet have active pets WILL NOT show up in the main search bar. However, they can be searched for from Owners & Pets » View All Owners.
  
  
• You can configure user groups to receive a notification when customers submit new lead forms. Navigate to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Lead Received permission.
  
  
  • This permission can be local to only the location where the form was submitted or can be global, meaning a notification will display at all locations when a customer submits a form.
    
    
  • For more information, please see our article on the Notifications Center.
    
    
• If you would like customers to not be able to use the "Contact Us" part of the Customer Portal, you can delete your Lead Form. However, please note that you will lose access to archived form submissions on the Leads Report. If you need to re-add the form simply create a new one and ensure the type is "Lead" and the name is "Lead Form". As an alternative to deleting, you could set all fields in your form to business only by selecting "Only Employees" under "Who Can See/Edit This Field?" and optionally adding contact info in select fields visible to customers.

Topics

• Create or Edit a Lead Form How-To
• 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