Learn how to create your own Basic lead generation form
To create a lead generation form in Funnel, head over to the Forms tab at the top of the page, and then click + New form.
From here you’ll be prompted to complete a couple of steps for the Form details.
Form type: The Basic form will be pre-selected. These forms are lead generation forms and can be embedded on your website or linked directly to a hosted version of the form.
Form name: This is the form name that'll display on the registration form.
Pipeline stage: If you'd like leads who have completed a submission to move to a particular stage in your Funnel pipeline, you can toggle it and select the relevant stage from the dropdown. Finally, select a Funnel user who you want to be notified when a new registration comes through this form.
Who should receive internal notification emails? Select a Funnel user who you want to be notified when a new registration comes through this form.
Once you've configured the form details, you’ll be prompted to edit the confirmation email sent to parents upon submission of the form. We set up a default email for you, however, you can edit and change these settings yourself via the Edit email button.
Once you Continue, you’ll then need to review your form. We create a default for you, however, like all Funnel forms, you can edit the form fields to capture the information required. If you're unsure of the fields you'd like, check out the best practices for more information.
Finally, select Publish form — this will make your form live, and you can then follow the steps to learn about sharing your form.