How to Create a Lead Form for Your Website on Dubsado

by | Apr 22, 2024 | Uncategorized

Creating a lead form for your website on Dubsado is a straightforward process. Here’s a step-by-step guide to help you set it up:

  1. Sign In to Dubsado:
    • Log in to your Dubsado account.
  2. Access the Form Builder:
    • Once logged in, navigate to the “Forms” tab on the left-hand sidebar.
  3. Create a New Form:
    • Click on the “+ New Form” button to start creating a new form.
  4. Choose Form Type:
    • You’ll be prompted to choose a form type. Select “Lead Capture” as the form type.
  5. Design Your Form:
    • Use the drag-and-drop editor to customize your form. You can add fields like Name, Email Address, Phone Number, Message, etc., by dragging them from the left panel to the form canvas.
    • Customize each field by clicking on it. You can edit the field label, make it required, or add placeholder text.
  6. Add Confirmation Message:
    • After designing the form fields, scroll down to the “Confirmation” section.
    • Customize the confirmation message that will be displayed to users after they submit the form. You can thank them for their submission or provide additional information.
  7. Configure Notifications:
    • Go to the “Notifications” section to set up email notifications for new leads.
    • Click on “+ Add Notification” to add a new notification.
    • Enter the recipient email address where you want to receive the notifications.
    • Customize the email subject and content as per your preference.
  8. Embed the Form on Your Website:
    • Once your form is ready, click on the “Publish” button located at the top right corner.
    • You’ll be provided with an embed code. Copy this code.
  9. Embed the Form on Your Website:
    • Paste the copied embed code into the HTML of your website where you want the form to appear.
  10. Test the Form:
    • Before making it live, test the form to ensure that it’s working correctly. Fill out the form and submit it to see if you receive the notification and confirmation message.
  11. Publish the Form:
    • Once you’ve tested the form and made any necessary adjustments, you can publish it on your website.

That’s it! You’ve successfully created a lead form for your website using Dubsado. Now you can start capturing leads and growing your business.