In this article we will discuss the custom lead forms offered in CaterZen. The custom lead forms will help with capturing catering leads, add them to the CRM database and send an automatic email response to your prospect.
Here is a video that will show you how to create the Custom Lead Form:
Below are step by step instructions on how to create the Custom Lead Form.
1 - Click on the Admin tab and look for the Marketing Settings section
2 - Under the Marketing Setting Sections click on the Custom Lead Forms bubble and link
3 - Your existing Custom Lead Forms will appear, as well as, a link to create a new form. Click on the Create New Form link to create a New form. Click on the Edit Form and Get Code link to edit an existing form.
4 - You are then going to fill out the form Step by Step
A - Give the form a Name
B - Add the Email Address of who needs to received the completed form from the prospect
C - The Provide Style to my Form check box will automatically be filled out.
D - Include reCAPTCHA check box will automatically be filled out. reCAPTCHA is a free service from Google that helps protect websites from spam and abuse
E - Next you will Add the Fields that you want your prospect to fill out. To this you will click on the Field that you want to add, it will highlight in blue, then you will click the Add Fields to Form tab at the bottom. Note you must have the Submit Button and Email on the form added to your list. You can change the name of any of these fields.
The fields are all self explanatory except for the Custom Field. When you select the custom field you will then have a pop up box that will allow you to choose the different type of field that you want insert. This will be a huge benefit when creating your form.
F - Once you add the Field it will appear on the Left.
G - Add the URL that you want the prospect to be redirected too once they complete the form. Note if blank it will redirect to your CaterZen home page.
H - Check Yes or No bubble if you want the prospect to receive and Automatic Email Response after completed the form
1 - If you choose Yes for the automatic Email response form then you will need to complete the next steps.
2 - Add the Email Address you want the form to come from
3 - Add the Response Form Name
4 - Add the Response Form Subject
5 - Create the Email Message. Note we have pre-created a message for you but you may start fresh. On the left side there are macros that you can use to help create your message. To add a Macro just highlight the Macro you want to add and paste inside the document.
I - Add your PPC Campaign if you are using one. PPC Campaign: PPC stands for pay-per-click, a model of internet marketing in which advertisers pay a fee each time one of their ads is clicked. Essentially, it's a way of buying visits to your site, rather than attempting to “earn” those visits organically.
5 - When are done creating your form click the Save Form and Generate Code tab.
6 - Once you click the Save Form the Form Preview will appear at the top of the page.
7 - The code to use on the website will appear as well.
You have now learned how to create a Custom Lead Form for prospects to fill out on your website.