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On this page
  • Lead Form settings
  • Adding a form in settings
  • Example of a completed step
  1. Step Types

Lead Form

PreviousButtonsNextMessengers

Last updated 6 months ago

Lead Form settings

  1. General step settings

  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. Add a consent checkbox to the form

  3. Click "Save"

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

Example of a completed step

Configure form fields

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.

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