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Lead Form

Lead Form settings

  1. General step settings (Learn more)

  2. Add a new form

  3. Select a form from the list

  4. Edit the form

Adding a form in settings

Click the "+" in the step settings panel to create a new form.

  1. Edit the form name

  2. Configure form fields (Learn more)

  3. Add a consent checkbox to the form

  4. Add text with a link to the privacy policy. If the privacy policy has not been configured, then you will not be able to add it to the form. (Learn more)

  5. Click "Save"

  6. Now the created form can be used in the "Lead form" step

Example of a completed step