Summary

The embeddable lead capture form lets you put a custom form on your website. The data feeds into Gingr's Lead Report, where you can take action on form submissions.

What This Does

Helpful Hints

• Lead forms collect information online from new and existing clients. You can gather questions from existing clients into one report. You can also make lead forms for specific events to track potential new clients.
• You can collect as little or as much information as you need by adding and removing required fields.
• Customers who submit a lead form and do not yet have active pets do not show in the main search bar. You can search for them in Owners & Pets » View All Owners.
• You can set user groups to get a notification when customers submit new lead forms. Go to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Lead Received permission. The permission can apply only to the location where the customer submitted the form. It can also be global, so a notification shows at all locations. See Notifications Center.
• To stop customers from using the "Contact Us" part of the Customer Portal, delete your Lead Form. You then lose access to archived form submissions on the Leads Report. To add the form back, create a new one. Set the type to "Lead" and the name to "Lead Form." Instead of deleting, you can set all fields in your form to business only. Select "Only Employees" under "Who Can See/Edit This Field?" You can also add contact info in fields customers can see.

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