With this feature, you can easily embed a form on your website to collect essential details like first name, last name, and email from individuals interested in your business. Once a client has submitted the lead form they will be automatically opted into marketing emails. If the client chooses to provide their phone number, they will be automatically opted into SMS.
Set Up a Lead Intake Form
First, set up Form Info & Notification settings.
From the main navigation menu select Marketing Suite and choose Lead Intake Form
Select Create a Lead Intake Form
Choose Inline or Pop-up
Give the form a name and a description, for internal use only
Check the box Email Location Managers when lead received. When checked, will send an email to all location managers. If your account is part of a franchise, only location managers for the associated franchisee will be emailed. All location managers will be automatically notified when a lead form is submitted. If your studio operates as part of a franchise, you'll need to also select the appropriate Location Group from the drop-down menu. This ensures that notifications are sent to the correct location managers associated with that franchise.
Then, choose your layout.
Select if you'd like to have no image, form image at the top, or the form image on the left
Next, add your Form Elements and Fields
First Name, Last Name, and Email fields are required
Determine if you'd like to have clients enter their Phone Number and/or make a phone number required
Add if you want to make Location required
Complete the following form design details: Submit button text, completion message, and other color options.
Finally, set the Submitting the Form settings.
Terms and conditions are pre-set and are required
Set your Submit Button Text. The "Submit Button Text" is the label or wording displayed on the button that users click to submit a form. It serves as a call-to-action, prompting users to finalize and send the information they have entered. The intention is to encourage users to take the final step!
Enter your Message on Form Completion text. The "Message on Form Completion" is a communication that appears to users right after they have successfully submitted a form. It not only serves as a confirmation but also provides an opportunity to set expectations for the next steps.
Preview your form before adding to your page!
Embed the Lead Form on a Webpage
Once a new lead has filled out all the required fields, their information will automatically be transferred to your Contacts page and that user can be found under the “account created” status and the account creation source will say the name of the lead form. Currently, there is not a way to have the system automatically tag a client after they fill out a form. Forms can be embedded into a website and they are sightly different than a widget in that there is not a direct link to a lead form. Forms are meant to be embedded directly into a webpage. It is not guaranteed they can be embedded or added to a platform other than a website.
Walla Support does not assist with embedding Lead Form code into your website.
To copy the code for the lead form, follow these steps. You must have already created a Lead Form to complete these steps.
From the main navigation menu select Marketing Suite and choose Lead Intake Form
Select the stacked papers icon under the Code column next to the form of your choice to
A pop-up will appear where you can choose between the types of Lead Form Styles to add to your site
Copy the code
Embed the code on your site
