Set Up Lead Forms & Pop-Ups

Explore ways to turn visitors into leads using simple tools built into your site

Want to capture more leads from your website? With built-in tools like forms and lead pop-ups, you can turn casual visitors into contacts—and future customers.

Lead forms are embedded directly on your site pages, while lead pop-ups appear as small, customizable messages (called "Goodies" in your dashboard) that slide into view and invite visitors to take action. You can use either one or both to help grow your list.

🎥 Watch the videos below for a full walkthrough.

Lead Form Video

Lead Pop Up Video

🧠 Key Things to Think About Before the Meeting

• Would you like to offer something in exchange for a visitor's email (like a guide, or informational document)?
• What fields do you want to collect? (Name, email, phone?)
• Do you want your form to appear as a pop-up or be embedded directly on a page?
• If you use a pop-up, would you like to automatically send a follow-up email after someone submits?

Having a rough idea of these answers will help you build more targeted lead capture tools during your meeting.

➕ What You Can Do Before the Meeting

If you’re ready to get started, you can begin setting up a lead pop-up or adding a form to your site. This gives you a head start—and we’ll fine-tune everything together during the meeting.

🔹 Add a Lead Pop-Up (Optional)

If you'd like to try setting up a lead pop-up before the meeting, here's how to do it:

1. Click on the Website tab in the left navigation.

   Select Goodies from the header menu.

   Click the green New Lead Pop-Up box.

   In the Goodies editor, customize your pop-up by adjusting:

   • Placement: Choose where on the screen it should appear.
   • Message: Add your call-to-action or lead message.
   • Avatar: Choose the sender image if you'd like.
   • Response Fields: Choose what you want to collect (email, phone, etc).
   • Success Message: What visitors will see after submitting.
2. Choose which pages the pop-up will appear on.
3. (Optional) Set up an automatic email reply for new leads.
4. Click the green Submit button to save your changes.
5. Visit your live site to test the pop-up and make sure it works as expected.

🔹 Add a Form to a Page (Optional)

You can use one of the pre-built forms in our library, customize a template, or create a new one later.

1. Go to the page where you want to add a form.
2. Click the green + New Component icon.
3. Select Forms and pick a style you like.
4. A pop-up will appear. Choose a form from the form library.
5. The form will populate onto your page.
6. Click Publish to save and push your changes live.

You’ll learn more about customizing and building new forms in your meeting.

Taking a few minutes to think through your lead capture strategy—and even trying out one of these tools—can make our meeting even more productive.