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Understanding Form Settings

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Leya Wood
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Lead generation relies on forms. With so many forms out there, it is important that your forms stand out.

You can build and customize forms with Lead Gen & CRM's form editor.

This article will detail how to modify the settings of a Lead Gen & CRM form.

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
FormsForms
Users:
Administrators ✓  
Company Managers ✓  
Marketing Managers ✓  
Sales Managers    
Salespersons    
Jr. Salespersons    


Modifying Form Settings

The Settings tab contains options to edit metadata and other important pieces of form information. To modify a form, create or edit a form:

  1. Click the Settings tab.
  2. Change the form's name in the Form Name section.
  3. Modify form embed code content in the Embed Code section.
  4. Toggle the switch in the Invisible reCAPTCHA section to add security protection to your form.

    Note: Google's invisible reCAPTCHA tool protects your forms from spam and other types of automated abuse. This happens behind the scenes without requiring a user to click a checkbox. Only the most suspicious traffic will be prompted to solve a captcha.
  5. Toggle the switch in the Require Business Email Address section to block users who have free email providers from submitting the form.
  6. Adjust Thank You page settings in the Thank You Page section.
  7. Set an auto-responder email in the Auto-Responder section.
  8. Adjust information settings and actions in the Lead Status and Postback Data sections.
    • Lead Status - Give visitors who fill out this form a lead status. Additionally, clicking the "Send contact an email to explicitly opt-in to receiving emails" checkbox enables the double opt-in feature. This feature sends a confirmation email to those who fill out this form, allowing them to explicitly opt-in to receive emails.
    • Postback Data - Enter a postback URL if you have a third-party service you want Lead Gen & CRM to post the form data to.
  9. Choose one of the following language options in the Form Language section:

    •   English
    •   Spanish
    •   French
    •   Italian
    •   German    		 •   Dutch
    •   Portuguese
    •   Romanian
    •   Turkish
    •   Slovak 
  10. View the pages that have collected form leads in the Pages Detected section.
  11. Click Save Changes.

    Form Setting Options

    Click to enlarge.

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