Lead Forms allow you to capture all the necessary information from potential clients. When a client submits a lead form, the information is automatically fed into Studio, and you’ll receive an email notification for each new lead. From there, you can quickly approve the lead, archive it, or contact the client for more information.
Once the session is confirmed, you can quickly create a Project from the lead with just one click!
This article will cover how you can create and share Lead Forms, as well as how you can manage Leads in Studio.
Create a Lead Form
In Studio, click on Leads from side menu:
From here, select one of our pre-made templates or click 'Start from Scratch' to begin creating a brand new Lead Form:
General
In the General section, enter a title for the Lead Form. This title will not be visible to clients, and is purely to help you identify what this Lead Form will be used for (for
Submission Settings.
In this section you can also determine what your client sees after they submit their form.
You can either show them a confirmation page, which is customizable by clicking Edit Confirmation Message, or you can redirect them to another page online, like a landing page on your website with next steps or a social media page!
Form Questions
This is where you can decide what information you want to collect through your Lead Form. By default, a Client Information section will be pre-populated. This is a required section of the Lead Form, and cannot be removed.
You must collect the client's name and email, but you can choose whether you want collect the client's phone number and address.
All fields under the Client Information field will be required when your client is filling out the Lead Form.
Once you've finished customizing the Client Information section, click 'Done'. To add a new question or section, click the + Add New Question button:
The following question types are supported in Lead Forms:
Client Info
One Client Info field is required, but you can add a second client field if you'd like to collect another person's details - like both names of the happy couple or a child and parent/guardian for senior sessions.
Project Date
This will produce a calendar that allow clients to select a date
Project Location
This will produce location fields such as a location name and address
Project Time
This will prompt clients for their desired the start time and one for the end time
Short Answer
A question where clients can type in their own response
Drop down
A question that allows clients to choose one answer from several pre-written responses in a drop-down menu
Radio button
A question that allows clients to choose one answer from several pre-written responses
Checkboxes
A question that allows clients to choose multiple answers from several pre-written responses
Sections can be used to group similar questions together.
When you've finished adding all of the necessary questions, click 'Create Lead Form' at the bottom of the page:
If this button is grayed out, it indicates that the Lead Form is missing some required fields. Please ensure you have added a Title, a Confirmation Message or URL, and that all answer choices are completed for any dropdown, radio button, or checkbox questions.
Once the Lead Form has been created, you can review all of your questions before sharing the link or embedding it to your website:
The Quick Actions menu allows you to make additional edits to the form. Additionally, remember to customize the look of your Lead Forms. You can quickly access these settings by selecting the Configure Branding option from the Quick Actions menu.
Share Your Lead Form
Lead Forms can be shared by direct link, or be embedded into a website.
Share a Public Link:
The Lead Form link can be shared on your social media business pages
If you want to give clients an easy way to rebook a session, share the Lead Form link via the Call to Action button in your Galleries
Embed Code:
Copy and paste the embed code to display the Lead Form directly on your website
To share a Lead Form, click the Share button at the top right of the page:
Both sharing options will be displayed in this window:
Need help with the Embed Code?
How Am I Notified About a New Lead?
When a prospective client submits an inquiry through your Lead Form, you’ll be notified via email.
This notification will include basic information about the lead and a link to view the lead in Studio.
By clicking on View Lead, you will be taken to the Leads page in Studio. You’ll also see new leads indicated on your Studio dashboard.
Curious about your client's experience?
Here's an example of what they will see:
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
