Set Up the Lead Form

Overview: What are we talking about?

This article will describe how to customize your lead form to ensure that you are asking all of the information you need for prospective clients.

Helpful Hints: Before you begin.

• In Gingr, there are several types of forms to capture pieces of information. The lead form is what prospective clients can fill out to contact your business and provide some basic information. These leads the automatically sent to Gingr’s integrated Lead Capture Report.
  
  
• Forms are highly customizable and allow you to add many types of fields and requirements to ensure you are capturing as much information as is important to your business.
  
  
• Before we get started, take time to think about the different questions you want to capture from a prospective client. Also think: what questions are required for prospective customers to fill out?

Set it Up: Let's get started.

1. Navigate to Left-hand Navigation: Admin » Manage Forms » Lead Form.
   
   
2. STOP. Review the fields that are already there and observe the following:
   
   
   • Some fields are system fields. They should never be removed.
     
     
   • Some fields are already marked as required for business meaning that employees filling out this form must complete that field.
     
     
   • Some fields are already marked as required for customer meaning that pet parents filling out this form on the customer portal must complete that field.
     
     
   • Some fields are marked as business only meaning that a customer looking at this form on the customer portal cannot see that field.
     
     
   • Some fields are marked as customer only meaning that an employee looking at this form cannot see that field.
     
     
   • There is a toolbox on the right hand side of the screen. You will use this to customize the form.
     
     
3. Delete any fields you do not want on the form by hovering over that field and clicking the trash can icon.
   
   
4. Add any new fields to the form for questions you want to ask.
   
   
   • The toolbox contains many different types of fields which can be effective in collecting information for different types of questions. For example, you can have an answer be a single line, a paragraph, an email field, a number slider, and much more. Adding a field to the form only adds that type of field to the form. You must customize the field to ask for the information you need.
     
     
5. Edit any fields you add by hovering your cursor over the field and clicking the edit icon. Customize the following fields:
   
   
   • Display Label: Enter the title of the field/the question you want to capture an answer for.
     
     
   • Display Description: Optionally enter a description of the field to clarify the the information you are asking for.
     
     
   • Field Name: Do not edit this field.
     
     
   • Hide on Customer Registration Form: Do not select this box.
     
     
   • Who is required to complete this field?: Select who should be required to complete this field.
     
     
   • Who can see/edit this field?: Do not edit this field.
     
     
   • Which reservation type(s) is this field used for: Do not edit this field.
     
     
   • Tags: Do not edit this field.
     
     
6. Save your changes to the field.
   
   
7. Review and Edit the settings for the remaining fields on the form to ensure that they are configured as needed.
   
   
8. Drag and Drop fields to reorder them on the form.
   
   
9. Save your changes to the form at the bottom of the page.

For more information on customizing forms, click here.

For information on how to embed the lead form on your facility’s website, click here.