Clients viewing your website may be interested in your services but not yet ready to book an appointment. You can customise and place a form on your website to collect their information and create them as a lead in Collums.
Version 1 of this work will initially create the lead as a normal client.
Creating your lead form
The lead form builder is found in Admin>Lead Form Builder.
Use the fields on the left hand side of the page to customise your form. As you make changes, you will see how your form will look in the preview on the right hand side.
You can see how the list of fonts look by downloading this file google_fonts_showcase.html
Placing your lead form on your website
Once you are happy with your form, copy the code in the "Form code" window and paste this in the appropriate place on your website. This will place your form in an iframe. Different website builders will have slightly different ways to do this and there are lots of online guides. If you need help, contact your website developer.
If you make further changes to your form, you will need to copy and paste the updated code again - changes will not automatically be made to the form on your website.
To change the width of your form
The first line of code contains the instruction for the width of your form and is set at 500px (500 pixels) as default:
<iframe id="leadForm" width="500px"
Replace "500" with a different number of pixels or use % e.g for full width use 100% to set the width of your form. We don't advise any smaller than 400px.
When the lead form is completed
As soon as the lead form is completed and submitted:
You will receive an email with the details of the completed form.
A lead is created in Collums.
Test your lead form
It is possible to test your lead form before embedding it on your website.
In the Form Code box, highlight the text from "https:" all the way to the character just before ""<>/iframe>" (do not include the quote marks in your highlighted text)
Copy and past the text into your web browser.
Your form will behave just as it would if embedded on your website.
Learn more about the leads functionality