We know that not every lead is created equally. Because, when it comes to running a business, lead management is a game of quality over quantity. You already feel like there aren’t enough hours in the day, so needing to follow up with leads that are unlikely to book you is a drain on your precious time and resources. Aisle Planner's customizable Lead Contact Form is easy to set up, can be personalized to your brand, and will take your booking process to another level.
The biggest draw to using our Lead Contact Form: All of your leads will live in Aisle Planner and we guarantee that you'll save so much time! If you're using another method for lead management, you're doing double the work by having to re-input your client's information into Aisle Planner. It also makes tracking your booking process and lead gen easier—it's a win-win all around. Read on to learn how to set up and customize your Lead Contact Form today!
Setting Up Your Lead Contact Form
Step 1: Configure Your Lead Settings
We know you’re excited to dive right into customizing your Lead Contact Form but first, we want to ensure that your lead manager is set up to maximize your success when used in tandem with your contact forms.
To access your Lead Settings, click on the Settings tab towards the top right of your Pro Dashboard and then on Leads. Then work your way through each of the five sections shown below, from the top down:
Step 2: Set Up Your Custom Fields
While we already include fields to track core information for each lead, you can add custom fields to your lead records so that you can track any additional information that's important to you. If you plan on creating custom contact forms to request additional information beyond our core fields, you'll want to take some time to set up your custom fields. To set up your custom fields, click on the Custom Fields tab on the left side of your Lead Settings. If you need extra help with this, check out the basics in this tutorial.
If the core fields are satisfactory for your needs, skip down to Step 3 below.
Step 3: Set Up Your Contact Form
After you've configured your settings and set up your custom fields, you’re finally ready to set up your Lead Contact Form.
We'll walk you through each step in this short tutorial!
Please note:
Some of the AP platform has been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!
Step 4: Publish Your Lead Contact Form
To publish your Lead Contact Form, simply check the box next to “Publish Page” when you are ready. Uncheck that box to un-publish your Lead Contact Form at any time.
Step 5: Link/ Embed Your Lead Contact Form to Your Website
To put your lead capture form on your website simply copy your custom URL and link it to or on your contact or inquiries page.
You can also embed your lead contact form by using the embed code that is provided for each contact form in your account once you've published it.
Customizing Your Lead Contact Form
Custom styling for your Lead Contact Forms is available so when you embed your Lead Form, you can now choose custom colors and fonts to compliment your website. To use this feature, head to Settings and then click on the Leads tab.
From there, choose contact forms and the custom form you'd like to enhance, and then scroll down to Custom Styles. Click on show custom styles and, voilà—you can now add custom styling to your Lead Contact Form!
- Choose from a list of fonts
- Change the label font size of your headers
- Custom-choose the colors of your fonts, Submit button, and background colors via the color picker
- Add or remove your logo.
- Pro-Tip: You can remove the Aisle Planner messaging so your Lead Contact Form can have your brand front and center.
While editing your form, scroll down to see the changes instantly. Want to start over, or default back to the Aisle Planner colors? Simply select Clear/ Reset to Default Styles. Your contact form is now brand ready for your website!
Looking for Inspiration?
Pros That Use the AP Lead Contact Form Seamlessly
NOT AN AISLE PLANNER MEMBER?
Now's a great time to sign up for a free 30-Day Trial!
The simple, powerful, and complete software solution for the modern event professional. Designed by event pros for event pros, Aisle Planner is a beautiful, all-in-one platform where you can market your business, connect with and close new clients, collaborate with your partners, and design and deliver spectacular events down to the very last detail.
About the Author
