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Lead Capture Form settings

This form can be used for prospective members to fill out online so you can follow up later with a consult or offers. You can distribute the link via your website, email it out, or post on any social media channel.

Set Up

Settings -> Lead Capture

 

"Lead Capture URL" : This is the link you can post on your website or distribute so prospective members can input their info.

"Page Title" : Something descriptive explaining what the form is for. example "Get Started Now"

"Page Upsell/Content" : Use this to sell it, make them want to fill out this form!!

"From Email Address" : Email address the confirmation followup will come from. Often people will reply to this address.

"Send Coaches Email" : set to YES if you want your coaches to know when a new lead comes in.

"Send Lead Email" : set to NO if you integrate with a third party lead management system like Autopilot HQ, otherwise leave it on YES.

"Client Objectives" : This shows up as a dropdown for the user, they can select what they are most interested in.

"Redirect URL" : After filling out the form, you can redirect the user to any web page you like rather than our generic success. example. can be used to send to a scheduler where user can set a time for first appointment.

"Collect Additional Data" : All optional, depends how much info you think you need. Sometimes requiring less will get more people to fill out the form. (people are lazy)

 

Notes:

When someone fills out the form their info is put in the leads section. You can find this by going to People -> Leads

 

 

 

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