How do I create and publish lead forms?

A lead form is a contact form you embed on your website. When someone fills it out, their information flows directly into Check Cherry as a lead — ready for you to follow up, send a proposal, or trigger automated messages.

People browsing your website want an easy way to reach out. A lead form lets them send you their event details in a few clicks — no need to find your email or pick up the phone.

Less is more. Every field you add to a lead form reduces the number of people who complete it. Ask for name, email, event date, and event type. You can collect everything else after they've engaged.

Creating a Lead Form

ManageBusiness SettingsLeads
Click New Lead Form.
Name your form (clients won't see this name — it's for your reference).
Click Build Form.
Select the questions you want to include.
Click Save and Preview to see how it looks.

Embedding on Your Website

Go to Manage → Website Integrations, and scroll down to the Website Widget Library:

When you click Get Embed Code, you'll have the option to either get a link or get the code to embed the lead form on your website.

You can create multiple lead forms for different purposes — one for weddings, one for corporate events, one for general inquiries. Each form can have different questions.

Sharing Forms via QR Code

You can also share your lead forms via QR code. Just click the down arrow next to Preview Form and select Share Link:

What Happens After a Submission

When someone submits your form, the lead appears instantly under Sales → Leads. If you have automated messages configured for leads, the first response goes out immediately — your inquiry gets a reply even if you're at an event.

Set up an automated "Thank you for your inquiry" message that sends instantly. It confirms their form worked, sets expectations for a response time, and makes you look responsive and professional.

Editing Forms After Publishing

Once you've published a lead form and added it to your website, you can edit it by going to Manage → Business Settings → Leads, then clicking the down arrow next to the Preview button and selecting Edit Lead Form. The changes take effect immediately on your website.

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Last updated March 27, 2026 14:06