Campaign forms - Creating lead capture forms

Modified on Tue, 5 May at 7:29 PM

Campaign forms: Creating lead capture forms

Campaign forms create new leads in a campaign. Embed them on external websites as contact forms, or use them internally by logged-in users for manual lead registration.

TL;DR

Access: Campaign settings → Campaign forms → + New campaign form. Configure: name, fields (regular, select, file), style, submit-on-enter. Form actions: validation, redirect on success (stay / URL / internal page), popup or inline success message. Get embed code via the </> icon. Key distinction: Campaign forms create NEW leads. For displaying data to existing leads, use Webpages instead.

Get started in 4 steps

Create the form

Go to Campaign settings → Campaign forms → + New campaign form. Give it a descriptive name (e.g. "Website contact form"). Select fields (regular fields + select fields + file upload fields), set the style if needed, and choose whether pressing Enter submits the form.

Configure form actions (success behavior)

Click the Actions button on the form row. Set validation (field rules apply on submit: Yes), rejection message (show errors: Yes), and what happens on success: Stay on page (with optional inline or popup message + custom HTML), Redirect to URL, or Redirect to an internal campaign page. Forms submit via Ajax — no page reload.

Customize the HTML/CSS (optional)

Click the </> Content button to open the code editor and customize layout, styling, or add JS behavior. Use the placeholder search to find dynamic field values. CSS can be added in the CSS section below the HTML editor.

Get the embed code

Click the </> embed icon on the form row to get the iframe + JavaScript embed code. Paste it on your external website where you want the form to appear. The form auto-resizes using iframeResizer.