How to: Create and edit existing lead forms

You can create and edit existing lead forms under Admin » Lead Forms. There is no limit to the number of lead forms that can be created, but the original form delivered to all Gingr apps is directly linked to the Contact Us page on the customer portal and the Contact Facility button on the login page of the portal. 

1. In the sidebar, click the Admin icon (), then select Customer Portal » Lead Forms.
   
   

2. Click the Create Lead Form button. A New form builder will open. The first step includes four fields: Form Type, Label, Name, and Description.
   
   Select Lead as the Form Type and enter the internal form name into the Label field. This will automatically populate the Name field. Enter a brief Description describing the purpose of the form (i.e. Dog Days of Summer Event).
   
   

3. Use the Toolbox to add additional fields to the form by clicking on the desired field. 
   
   
   
4. Hover over fields to select the Edit icon ( ) to adjust the field-specific settings. 
   
   Set the name of the field in Display Label and optionally add a description to further clarify any instructions or necessary additional information in the Display Description. 
   
   Important! Fields tagged as 'Required for Customer' indicate that 'Customers'  has been selected under Who Is Required to Complete This Field?. This means pet parents filling out this form on the customer portal must complete that field and will not be able to save the form until they do so.
   
   All remaining fields do not affect the lead form and should be left in their default state. 
   
   
   

How to: View lead forms

You can view lead forms under Reports » Leads Report. 

1. Run the report for the specified date range. 
2. Optionally, filter by Name, Phone, Email.
3. Optionally, filter out by New Customers Only or only Completed Forms.
4. Select which of your lead forms you would like to view.
5. In the report that appears below, you can email them directly, invite them to register on the customer portal, add notes, edit the owner, as well as add pets.

For more information on customizing forms, click here.

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

How to: Receive an In-App Notification When a Lead Form is Submitted

To receive an in-app notification, you must have the permission "Notification: New Lead Received" checked for your user group. Navigate to Left-hand Navigation: Reports & More » Groups and select the groups you would like to receive the notification. 

For more information see our article on App Notifications. 

How to: Receive an Email When a Lead Form is Submitted

To receive an email when this form is submitted:

1. Navigate to Admin » Customer Portal » Lead Forms.
   
   
2. Click on the name of the Lead Form to open the form for editing.
   
   
3. From theToolboxon the right, selectHiddenInput.
   • The field will be added to the bottom of the form.
     
     
4. Edit theHiddenInputfield showing asPlaceholderLabel. 
   
   
5. Display Label: Clear this field out, leaving it blank.
   
   
6. Field Name: gingr_send_emails_to
   
   
7. Default Value: Enter an email address.
   • Separate multiple email addresses with a comma.
     
     
8. Click Save when finished to save the changes to the field.
   
   
9. On the bottom of the LeadForm, click Save to save the changes to the LeadForm.