Lead Forms

0:00 In this video, we're going to talk about lead forms. Lead forms are a great way to gather information and specifics about the event that the client wants to book with you. To get started, we're going to head to manage, business settings, leads. You'll see I have two lead forms here, one basic and one contact. We're going to look at this contact lead form. And you can

0:20 see below you have a preview form or you can click on the image above. In this down arrow, you can see that you can edit the lead form, preview, duplicate it, or delete it. And then you can even embed it to your website or share link. We're going to take a look inside of it. And this is what the lead form looks like right now. But if we edit, you can see a number of different

0:42 options here. Company name is hidden. But if you do more commercial work or corporate activities, then you can have this required or optional. All the way down to event date, event time, hours needed, venue name. Let's say let's require an event date and leave the event time optional. We'll make the hours optional and the venue name, the venue address optional, and the customer

1:08 address. Let's say let's make the the estimated number of guests required. And you can change the width and let's say that that's all we wanted to add. But you you can see a number of options that you have. If you wanted to know anything and everything about the event that they want, you can add it on here. Let's go ahead and save and preview that. And you can see our lead form is

1:29 much more vast and gathers a lot more information. Now, let's say you wanted to embed this on your website. If you go to embed, it takes you to our website integration, which you can also get to through manage website integration. And we want to embed a lead form. So, we'll click on that lead form. And you'll see it says choose style. You can either embed through an HTML link if you're using

1:55 Squarespace or Wix or even a custom site or you can choose the link only. We're going to cover the link only today. The link only option gives you a method to add to a button that leads you to a page hosted by Check Cherry. And we want to choose the contact form. So, let's go ahead and copy that to our clipboard. And if we go over to our website over here, you can see I have a contact us button.

2:20 I'm going to go ahead and paste that link right here. We're going to save it and preview. Now, when I click on this contact us button, it leads us to a lead form hosted by Check Cherry. Now, let's go back to manage business settings, leads, and look at our contact form. If you were to press embed, go to the lead forms, get embed code. If you were to take the embed on my site, if you are

2:47 using Squarespace or a different website builder that allows you to enter in HTML code instead of a button, you could have the form posted on your website. That way, when they click the submit button, it works just like it would on the check cherry side of things. Now, on this contact form, say I were to fill out the information. So, when I do submit this form, if I go to sales leads,

3:11 you'll see that I've gained a lead. And then I have all of his information right here. And from there, I can edit this lead. I can set it to hot, warm, or cold. I can convert this into a proposal or convert to a booking. Or I can even quick send an automated message. And in this case, I would want to send out an automatic lead follow-up. Let's take a look at automated messages and how

3:34 we can use them when a lead does fill out a form. Let's go to new automated message. Go down to leads. and let's go down to lead form submission and click the pre-built templates button. You can send the lead an acknowledgement when they fill out your contact form. So, let's view that template. You can change this description however you like. You can send an email or if you have

3:57 text set up, you can send a text. When you could say after or a manual entry. I like to go with after. And then you can choose how many minutes you'd like it to go after. or you can go hours, days, weeks, months, or even years. You can give it some conditionals if the lead form is our basic form or our contact form. We want to give it to the contact form because that's one we're talking

4:22 about right now. And we're going to give it to the lead user, all admins, and all staff if you want to let your staff and your admins know where your leads are going and where they are in the process. And here you can send the replies to your business contact or anybody in your staff, lead email or check cherry itself. And here you can customize this message however you'd like and even the

4:46 message itself. And if you ever get confused on any of the values in here, you can look to your right and see all of the values that you can add to your automated message. And from there, we're going to click save. So now you see that you have a template set up for all leads that fill out the contact form, when they'll be reached out to, and letting them know that, hey, I received your

5:09 contact form. And that's it. Now you know how to incorporate lead forms into your website and have clients give you the information you need to host the best event possible. Thanks for watching the video. If you have any questions, feel free to reach out to our support. We'd be glad to help