Acquisition · Lead capture form

Edit fields online, pick a lead pool, issue link and QR to collect leads

Lead capture forms live under Acquisition. Create official acquisition, community, or event signup forms, edit fields online, and bind a lead pool. Submissions count toward that form’s lead total; preview and review collected data. Available on Advanced and Flagship.

Teams that collect leads separately from website, landing pages, communities, and offline events — and need them to land directly in a lead pool.

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What the form editor does

  • Form typeOfficial acquisition
  • Lead poolBound
  • FieldsEditable online
  • PublishLink / QR

Official / community / event signup · bind a lead pool, then publish

Three form types

Matches the in-app “new component” flow: pick a scene template, then edit fields.

Official acquisition form

For website or paid landing pages. Edit fields to match what you ask; submissions enter the selected lead pool.

Community operations form

For group announcements and Moments short links. Fits campaign growth and community conversion.

Event signup form

For trade shows, salons, and roadshows. Scan on site to leave name and mobile.

Link and QR code

Each form gets its own link and QR. Download and place on the channel — no separate page build.

From create to data

  1. 01

    Pick form type

    Official acquisition, community, or event signup.

  2. 02

    Edit fields and lead pool

    Change asked fields; choose which pool receives them.

  3. 03

    Generate link and QR

    Preview, then download QR or copy link onto the channel.

  4. 04

    Review collected data

    See lead counts in the form list; open records.

Good fits

Separate forms per channel

Website, show, and paid each get a form so source stays distinct.

Fields follow the business

Need model, seats, or course intent — change fields without waiting on engineering.

Boundaries

Does not replace lead management

Forms only bring leads in. Assignment, follow-up, and public pool stay in Sales.

Do not go live without a pool

Without a lead pool, submissions have no owner to claim.

Questions before go-live

Sales, marketing, and procurement ask these first. If answers are fuzzy, the team will not actually use it.

Is there a free tier?

Lead capture forms are on Advanced and Flagship.

Can it embed on our site?

Place the generated link or QR on the website, landing page, or print materials.

How does it relate to landing pages?

The form owns fields and pool entry. Landing pages are a separate paid-page capability; use them together.

Same acquisition & reach set

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