Customising Lead Form

Lead Forms are where you collate the names and email addresses (and other information if required) of those taking part in your Scorecard. 

To create your Lead Form you must first log-in to the back office;

1. Click on the Score Builder (Pencil and ruler icon)
2. Select ‘Lead Form’

Here you can customise your Lead form fields by editing or adding sections. You can also choose if you want to position the Lead Form before or after the questions.

To add a field

1. Under ‘Form Fields’ select ‘Add Field’
2. Here you can ‘Add Lead Form Question’ by Typing in your question 
3. Select the ‘Type’ of question
4. Select if you want the question to be ‘Required’
5. Select ‘Save’

> By default we have the pop-up lead form box before they start their scorecard and we collect first name, last name and email address. You can choose to change this within your settings.

Data Privacy Settings 

In this section we have also given you the controls when it comes to configuring data privacy settings and GDPR settings.