How to Set Up Lead Capture Forms with Quick Elements

Add a form to collect enquiries or newsletter sign-ups on your site. Start with the fields you actually need.

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Creating a Basic Lead Capture Form

Access the Forms Dashboard:

• In your Quick Elements dashboard, go to CRM > Funnels
• Click “Add New” to create a new funnel

Choose a Funnel Template:

• Select from pre-built templates or start with a blank funnel
• Templates include options like “Newsletter Signup,” “Contact Us,” or “Free lead magnet download”

Customize Form Fields:

• Click on the form at the top left
• Add, remove, or edit fields
• Common fields include:
  • First Name
  • Last Name
  • Email Address (required)
  • Phone Number

Style Your Form:

• Use the “Form Style” section to customize the form’s appearance
• Adjust them and color to match your brand

Set Up Form Actions:

• Under “Then…” define what happens when a form is submitted
• Common actions include:
  • Admin Notification
  • Send contact email
  • Send follow up
  • Trigger a specific automation or workflow

Save and Publish:

• Click “Save” to finalize your form

Embedding Your Form

Get the Embed Code:

• From the Forms dashboard, find your form and click “Embed”
• Copy the provided shortcode, iframe, or hosted URL

Add the Form to Your Site:

• For Quick Elements pages/posts: Paste the shortcode into the content area
• For widget areas: Use the Quick Elements Form widget
• For sending the link to people, use the hosted URL

Pro Tips:

1. Keep It Simple: Start with the essential fields and only ask for information you’ll actually use.
2. Use Clear Call-to-Actions: Make your submit button stand out and use action-oriented text.
3. Offer Incentives: Consider offering a lead magnet (e.g., ebook, discount code) in exchange for contact information.
4. GDPR Compliance: If you serve European customers, make sure your forms are GDPR compliant with appropriate consent checkboxes and privacy policy links.