Workslayr’s Lead Capture Forms provide a seamless way to collect information from potential Lead Contacts directly from your website or through a shareable link. These forms automate the process of adding new leads into your Workslayr platform, ensuring no valuable prospect information is missed. By integrating these forms, you can streamline your lead generation efforts and automatically populate your Lead Contacts table.
Understanding Lead Capture Forms #
Lead Capture Forms are customizable web forms designed to gather essential information from individuals interested in your services. Once submitted, the data from these forms automatically creates a new Lead Contact within Workslayr. This eliminates manual data entry and ensures that your sales pipeline is consistently updated with fresh prospects, enabling your team to focus on nurturing leads rather than administrative tasks.
The forms are highly flexible, allowing you to configure which fields are visible to your potential clients. This means you can tailor the information you gather to best suit your business needs, whether you’re collecting basic contact details or more in-depth company information.
Key Features of Lead Capture Forms #
Workslayr’s Lead Capture Forms offer several functionalities to enhance your lead generation process:
- Customizable Fields: You have full control over the fields displayed on your form, including standard fields like Name, Email, and Company Name, as well as any custom fields you’ve configured for Lead Contacts. This ensures you collect exactly the data you need.
- Embedded Forms: Easily generate HTML code to embed the forms directly into your website. You can adjust the width and height of the embedded form to seamlessly integrate with your site’s design.
- Direct Shareable Links: For situations where embedding isn’t necessary, Workslayr provides a direct, shareable URL for your form. This link can be distributed via email, social media, or other communication channels, and you can even choose to include or exclude your company logo on the direct link page.
- Automatic Lead Creation: Upon submission, all collected data automatically populates a new entry in your Lead Contacts, ready for your team to follow up. This automation saves time and reduces the risk of errors associated with manual data entry for your employees.
Why Use Lead Capture Forms? #
Implementing Workslayr’s Lead Capture Forms is crucial for efficient lead management. By automating the initial data collection, you can significantly improve operational efficiency. Potential clients can easily submit their inquiries, and your team gains immediate access to a centralized record of all incoming leads. This streamlined process allows for quicker follow-ups and better organization, ultimately contributing to higher conversion rates for your deals and pipelines. The ability to filter and search through Lead Contacts, including by lead sources captured through these forms, further enhances your strategic insights.
Workslayr offers a robust solution for generating and embedding lead capture forms directly onto your website or sharing them via a direct link. This functionality allows you to capture potential lead contacts directly into Workslayr, streamlining your sales pipeline and ensuring no opportunity is missed. By integrating these forms, your operational software acts as a centralized database for all incoming inquiries, facilitating efficient creation of new leads.
Accessing and Configuring Lead Forms #
To begin creating an embedded lead form, navigate to the ‘Leads’ module in your main navigation menu and select ‘Lead Contacts’. Beside the ‘Create Lead’ button, you’ll find the ‘Lead Form’ button. Clicking this will take you to the form configuration page, where you can customize the fields prospective clients will see.
The flexibility of Workslayr’s lead capture forms allows you to tailor the information you gather to best suit your business needs. You can easily toggle various fields on or off to appear in your form. This includes essential contact details and specific company information, ensuring you collect the most relevant data upfront.
Customizing Form Fields #
Workslayr provides a variety of fields you can include or exclude from your lead capture forms. This customization capability is crucial for gathering specific information needed to qualify your lead contacts and convert them into clients. Here are the fields you can configure:
- Personal and Company Details: Name, Email, Mobile, Company Name, Website Address, Message.
- Location Information: City, State, Country, Postal Code.
- Categorization: Source (which populates Lead Sources), Product.
- Custom Fields: Any custom fields you have configured for lead contacts will also be available to display in your form. This allows you to collect highly specific information relevant to your services or industry.
After selecting your desired fields, use the ‘Save’ option to store your form configuration. If you need to revert your changes at any time, you can click ‘Reset’ to return to the default settings.
Embedding and Sharing Your Lead Form #
Once you’ve configured your form’s fields, Workslayr provides straightforward options for deploying it. You can either embed the form directly into your website or share it via a direct link, offering flexibility in how you capture new business inquiries.
- Embedding on Your Website: Workslayr generates an embed code that you can copy and paste into your website’s HTML. This code seamlessly integrates the form into your web pages. You also have the option to adjust the width and height of the embedded form in pixels, allowing it to fit perfectly within your existing website design.
- Sharing a Direct Link: A unique, shareable direct link is also provided. This link can be distributed through emails, social media, or any other digital channels. When sharing the direct link, you can choose whether to include your company logo, maintaining brand consistency even outside your website.
New lead contacts captured through these forms will automatically appear in your Workslayr system, specifically in the Lead Contact Table, ready for your team to manage and convert. This integration minimizes manual data entry and ensures that all potential business opportunities are tracked within your operational platform.
Workslayr Lead Capture Forms facilitate the collection of information from potential lead contacts. These forms are configurable, allowing you to select which data fields are visible to users. This customization helps tailor the form to specific information gathering requirements.
Access the Lead Form configuration by navigating to Lead Contacts and clicking ‘Lead Form’. A toggle switch next to each field determines its visibility on the form. Field visibility directly affects the data collected for new clients or leads.
The standard fields available for inclusion on lead capture forms include:
- Name
- Company Name
- Website Address
- Mobile
- Message
- City
- State
- Country
- Postal Code
- Source (for Lead Ownership Sources)
- Product
In addition to standard fields, any custom fields configured for lead contacts will also appear as options. These custom fields behave identically to standard fields; they can be toggled on or off to control their visibility within the form. After adjusting visibility, click ‘Save’ to apply changes to the embedded form or direct link for sharing lead form links.
Workslayr generates direct shareable links for your Lead Capture Forms. These links allow you to distribute custom forms for lead generation without needing to embed them on a website.
Captured leads submitted via these links appear within the Lead Contacts table, similar to leads created directly. This provides a method for aggregating new clients or What Lead Contacts Are.
Generating a Shareable Link #
To access the direct link for a lead form:
- Navigate to the Leads module.
- Select the ‘Lead Form’ option.
- Configure the desired fields for your form (Name, Email, Company Name, etc.) by toggling them on or off. Custom fields configured for Creating Lead Contacts will also be available.
- The direct link is located within the ‘Lead Form’ interface.
- You can choose to include or exclude your company logo from the form displayed via the direct link.
- Click ‘Save’ to apply any form configuration changes.
Using the Direct Link #
The direct link functions as a standalone web page for lead submission. Distribute this link through various channels, including email campaigns, social media, or digital advertisements. All submissions via this link will populate your Lead Contact Table Filters in Workslayr. The lead’s origin will be recorded as a Lead Source.
When a prospect submits a Lead Capture Form generated in Workslayr, the submitted information is automatically recorded within your Workslayr account. This data populates the Lead Contacts table.
Each submission from a Lead Form creates a new lead contact entry. This entry appears immediately in the centralized Lead Contacts view, accessible from the main navigation menu.
Captured leads are displayed with the following information:
- Contact Name: The name provided by the prospect.
- Email: The email address provided. This email is used for proposals and communication.
- Lead Owner: The employee assigned to manage the lead. If Round Robin Assignment is enabled, the system assigns owners sequentially.
- Added By: Indicates ‘Lead Form’ as the source of the entry.
- Created On: The date and time of the form submission.
The Lead Contacts table offers filtering and search options to help you locate specific entries. From this table, you can view, edit, or initiate the process of converting leads to deals or clients.
