Inbound Marketing Tips and Tricks

Add Form Fields

To add form fields

  1. Navigate to the "Lead Form Editor"
  2. Click the "Add Fields" button
  3. From the "Field Type" drop down select from existing CRM fields or select from 2 custom field options "Custom Field" and "Custom Dropdown". 
    - Custom Field is a simple text input field for lead form users to fill out
    -Custom Dropdown is a drop down list of available entries for lead form users to select from
  4. Enter a name for the field, this will be used for the label on the form
  5. Enter the position of the field, this is the order the fields will appear in on your lead form
  6. If you are using a custom dropdown fill out a comma separated list of options the users can select from e.g. text1,text2
  7. Click the "Create Lead Field" button

When creating form fields we recommend entering positions in increments of 10 e.g. Field 1 = 10, Field 2 = 20 etc. This makes it easier to reorder fields in the future



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