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Setting up and publishing the lead capture form

Nova Dawn
  • Edited
Zendesk Documentation Team

What's my plan?

Important:The Lead Capture form is changing. You mustupdate your Lead Capture formbefore April 14, 2023, otherwise, your current Lead Capture forms will stop working.

You can capture leads directly into your sales funnel using a customizable embedded or hosted form. The data that is captured using this form is added as a new lead in your Zendesk Sell account.

There are two steps required to create a lead capture form. The first is to set up what you want on the form. The second is to publish the form.

This article covers the following topics:

Setting up a lead capture form

You must be an admin to set up and publish the lead capture form.

To create a lead capture form

  1. On the Sell sidebar, clickSettings().
  2. ClickData > Lead capture > Lead capture form.

  3. On theFieldstab, define the data fields that you want to include on the form.

  4. By default, the form contains the essential data fields you need to collect your lead data. Delete the fields that you're not going to use (Full name is the only required and non-deletable field). You can also rename fields, mark fields as required.
  5. (Optional) To add custom fields, click+Add Field, enter the details for the field, and clickAdd.

    您还可以更改数据字段的顺序y dragging and dropping the fields into the order you prefer.

  6. ClickPreview看到您的更改,然后单击Save.
  7. On theSettingstab, click theLeads ownerdropdown menu to specify who you want the leads assigned to.
  8. Click theForm languagedropdown menu to specify which language the form is displayed in.

Note:If you’ve already set up and published a lead capture form, you can make updates to it here. There is only one version of the form. When it is changed, it is updated wherever it has been published.

Publishing a lead capture form

Note:You must update your Lead Capture form before April 14, 2023, otherwise, your current Lead Capture forms will stop working.
You can publish your lead capture form, in two ways:
  • You can generate embed code that you can add to any website.

    You must change the embed code of your current form to the new embed code available on thePublish optionsTab in Sell. Depending on your desired styling, you may need to adjust the embed styling for how you embed the new Embedded form.

  • You can publish the lead capture form to a site that's hosted by Zendesk.

    You must change the current URL of your form to the new URL available on thePublish optionstab in Sell.

Note:You cannot change the design (colors and style) of the lead capture form. If you need more customization options to match your brand (for example), use the Zapier integration (seeUsing Zapier with Zendesk Sell).

Troubleshooting forms not rendering

If the embedded form does not render on your website it might be blocked by Content Security Policies (CSP) that were set up by your company. Ask your website administrator if you have a CSP in place, if yes, ask them to update it to allow the Capture form,

script-src and iframe using frame-src for .zendesk.com

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    4 Comments

    • Nick

      嘿!有佤邦y to provide a drop down list of options in a lead capture form? ie Q 'how did you hear about us' A (TV, Radio, Facebook, etc). Thanks. Nick

      0
    • A Gratton’s Edge Inc

      Hi Nick,

      Not sure if you received an answer to this question. You can create dropdown list options by creating the Field in leads to include the dropdown info. Then add the field to the lead form and map the field to lead attribute. In preview, you can see the dropdown for that field. Hope this helps.

      0
    • Mark Elliott

      Hi, after the completion of a lead capture form, the following text is shown to the prospective client:

      Thanks for your inquiry.
      We will contact you as soon as possible.

      Is there any way to change this please, the spelling of inquiry is Americanised and we would like to change the wording regardless. .

      0
    • Laura Hippert

      Hi Mark - Thanks for reaching out! I'm sorry to say that the lead capture form is not editable (except for changing the fields available). That being said, if you have anyone on your team with developer knowledge, they could use ourAPIto create a custom form that would allow you customize fully, or a third party app like Zapier with another form capture tool.

      0

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