Admins and users with lead forms permissions can create and edit lead forms in the Lead Forms section. Lead forms are customizable, case type-specific forms that allow users to gather information about leads directly from Lead Docket.
Lead Forms Section
In the Lead Forms Section, you can create new lead forms, and view and edit existing ones.
In the left side menu, click Manage and select Lead Forms from the dropdown.
The Lead Forms section displays a list of your organization’s case types, with options to create and edit each case type’s lead form. Click the column headers to sort the list, or enter a keyword into the Filter: box to filter the list. You can also click the top left Excel button to download a spreadsheet of the list.
Create a Form
Beside the desired case type, click the Create Form button.
In the Edit Lead Form page, you can add, edit, and reorder the form fields as desired.
Edit Form Settings
In the top right corner, click Edit Settings to adjust the settings for the form.
Click the Days until form expires dropdown to select the length of time after sending the form until expiration. Once a form expires, the recipient cannot open or fill out the form.
In the following fields, you can customize the email and SMS messages used when a form is sent out. To add merge codes to these messages, click the Field to insert… dropdown and select the desired merge code. Then, click the Insert into… button to add the code to the message.
Once you’ve configured the settings to your liking, click Save & Return to Form at the bottom of the page.
In the left-hand panel of the Edit Lead Form page, click a field to add it to the form. The available fields are divided into the following categories:
- Standard Fields: fields like Birthdate, Address, and Preferred Contact Method
- Contact Custom Fields
- Lead Custom Fields
- Other: fields like Section Heading, Information Box, and File Upload
Each standard and custom field can only be used once in the form, while other fields can be added multiple times, except for the File Upload field.
Note: Lead custom fields that have display logic will follow the same logic in the lead form. For example, a field that only appears when another field has a certain answer will behave the same way in the form. Fields that are dependent on another field’s answer are marked with a switching arrows icon. If a dependent field is added to the form, but the field it’s dependent on is not, then the dependent field will be displayed in the form only if the qualifying answer is already entered in the lead. To change a lead custom field’s display logic, edit the field itself in Manage > Custom Fields.
To reorder fields, click the arrow icons beside the desired field. For example, click an up arrow to move a field up, and vice versa.
You can also reorder fields in the Edit Field panel described in the following section.
To edit a field, click the pencil icon to the right of the field. The Edit Field panel appears to the left.
In this panel, you can edit the field label, which is the main text shown for the field. You can also add field directions to fillable fields, and make them required or read-only.
To reorder the field in this panel, click the Move dropdown and select whether you want the field to appear above or below a desired field. Then, click the Field dropdown and select the desired field. For example, selecting the “Above” position and the “Contact Information” field will move the field you’re currently editing directly above the “Contact Information” field.
When you’ve finished editing the field, click Save Changes.
Note: If the field you’re editing is dependent on another field’s answer, another panel will appear below the Edit Field panel. This additional panel indicates that display logic is applied, and shows which field the current field depends on, as shown below. As indicated in the panel, this logic can be adjusted by editing the custom field itself in Manage > Custom Fields.
To remove a field, click the trashcan icon to the right of the field. The removed field will appear in the left-hand panel, below its associated category, where it can be re-added to the form if desired. The First Name, Last Name, Mobile Phone, and Email fields cannot be removed.
Review and Save
When you have finished making the desired changes, click Save at the bottom of the page to create the form and return to the Lead Forms page. You can also click Save and Preview to create and preview the form as it will appear to recipients.
Edit or Disable Forms
Once a lead form has been created for a case type, the case type is marked as enabled and the Edit button appears beside the case type in the List of Lead Forms section. Click the button to open the Edit Lead Form page, where you can edit the desired fields. When finished, be sure to click Save or Save & Preview at the bottom of the page.
Disabling a form hides the Forms tab in leads of the form’s corresponding case type. Disabling a form is useful when an Admin would like to prevent users from sending that form to leads. To disable a form, locate the desired form in the List of Lead Forms section, and click the blue checkmark in the Enabled column. To re-enable the form, click the circle backslash icon in the same column.