There are two steps required to create a lead capture form. The first is to set up what you want on the form. The second is to publish the form.
This article covers the following topics:
Setting up a lead capture form
You must be an admin to set up and publish the lead capture form.
To create a lead capture form
- On the Sell sidebar, click Settings (
).
- Click Data > Lead capture > Lead capture form.
- On the Fields tab, define the data fields that you want to include on the form.
- By default, the form contains the essential data fields you need to collect your lead data. Delete the fields that you're not going to use (Full name is the only required and non-deletable field). You can also rename fields, mark fields as required.
- (Optional) To add custom fields, click +Add Field, enter the details for the field, and click Add.
You can also change the order of the data fields by dragging and dropping the fields into the order you prefer.
- Click Preview to see your changes, then clickSave.
- On the Settings tab, click the Leads owner dropdown menu to specify who you want the leads assigned to.
- Click the Form language dropdown menu to specify which language the form is displayed in.
Publishing a lead capture form
- You can generate embed code that you can add to any website.
- You can publish the lead capture form to a site that's hosted by Zendesk.
Troubleshooting forms not rendering
If the embedded form does not render on your website it might be blocked by Content Security Policies (CSP) that were set up by your company. Ask your website administrator if you have a CSP in place, if yes, ask them to update it to allow the Capture form,
script-src and iframe using frame-src for
<your-zendesk-subdomain>.zendesk.com
12 comments
Nick
Hey! Is there a way to provide a drop down list of options in a lead capture form? ie Q 'how did you hear about us' A (TV, Radio, Facebook, etc). Thanks. Nick
0
A Gratton’s Edge Inc
Hi Nick,
Not sure if you received an answer to this question. You can create dropdown list options by creating the Field in leads to include the dropdown info. Then add the field to the lead form and map the field to lead attribute. In preview, you can see the dropdown for that field. Hope this helps.
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Mark Elliott
Hi, after the completion of a lead capture form, the following text is shown to the prospective client:
Thanks for your inquiry.
We will contact you as soon as possible.
Is there any way to change this please, the spelling of inquiry is Americanised and we would like to change the wording regardless. .
0
Laura Hippert
Hi Mark - Thanks for reaching out! I'm sorry to say that the lead capture form is not editable (except for changing the fields available). That being said, if you have anyone on your team with developer knowledge, they could use our API to create a custom form that would allow you customize fully, or a third party app like Zapier with another form capture tool.
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Abdelhameed Khaled
I tried to embed the the form in an article source code but it did not show up ?!
0
Brian Pierce
Is there a way to assign leads to a rotation of sales people or put them in a queue unassigned? We have multiple locations and do not want all the leads to go to a single person.
2
Margaret Porter
The submit button on our embedded Zendesk form is getting cut-off on the right side on mobile. Is there any way to adjust this?![](/hc/user_images/01HBDWBYF00Q7BFMRWF1DTWJCV.png)
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Kai
In Zendesk Sell, you can indeed set up lead assignment rules to distribute leads among a rotation of sales people or place them in an unassigned queue. This ensures a fair distribution of leads and prevents them from going to a single person. Here's how you can do it:
By following these steps, you can establish lead assignment rules in Zendesk Sell to distribute leads among salespeople in a rotation or place them in an unassigned queue, preventing leads from going to a single person. This promotes fair lead distribution and more efficient lead management.
0
Michelle Vong
Kai Hi, I was trying to follow your instructions but was unable to find "Lead Assignment" or "Routing Rules" in my ZD Sell settings
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Dane
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Sadie
Is there a way to request/map given name and surname separately? When using a "full name" field, it leaves no room for cultural differences in naming order, and it is leading to confusion with some of our leads.
0
Dainne Kiara Lucena-Laxamana
Hi Sadie !
The "Full name" field is the only required and non-deletable field. Unfortunately, deleting/revising the settings of this field in the lead capture form is not natively possible at the moment.
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