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How can I set up Lead Capture for my studio?
How can I set up Lead Capture for my studio?

This article outlines how to use Xplor Growth to set up a Lead Capture form for your business.

Emily Slaneff avatar
Written by Emily Slaneff
Updated over 3 weeks ago

Lead Capture, also known as an Email List is a powerful way to gather interest and start marketing for your business.

This article explains how to create Lead Capture forms for single-location studios. For multi-location studios, check out our article about managing synced forms from an HQ account.

Step 1: Create Your Form

To create a new form, start by navigating to Marketing > Forms. You can create a new form by clicking on Create a new form and naming it. For example, "Lead Capture".

Standard Questions

The first step in setting up your form is determining which information you want to collect from those filling it out.

  • First name, last name, and email are always required. For Lead Capture, we also recommend including phone number (so you have permission to text your leads) and excluding address to make the form as short as possible.

  • To add or remove fields, simply toggle the data-point on or off using the “Include” button to the right.

Opt-In

You do not have to include the Email Marketing consent checkbox unless you wish to do so or are required by email regulations in your region; by completing a form a lead is implying consent to be emailed and will automatically be subscribed.

We do recommend including the Text Message checkbox so that you are able to send SMS messages to your new leads. You can customize the message that appears on the form by typing in a new prompt in the field.

Custom Questions

If you keep scrolling, you’ll see the option to include custom questions.

  • When you click “Add a Custom Question to this Form”, you’ll be prompted to select the type of answer you’ll be collecting for this question:

    • Dropdown

    • Multi Select Checkboxes

    • Text Input

    • Rating

  • Once you make your choice, you’ll see a space to type your question, as well as any response options if this is relevant to the answer type you selected.

  • Common Lead Capture questions are "How did you hear about us?" or "What modality / offering(s) are you interested in?". You can also opt for no Custom Questions to make the form as simple as possible.

Call to Action Design

Here, you’ll design your Call-to-Action button, which your customers will use to “submit” the form.

  • Button Text: choose what you’d like your “submit” button to say

  • Button Color: choose the color of your button

  • reCAPTCHA: If you are planning to embed the form on your website, turn on reCAPTCHA to prevent spam leads. If you are planning to send leads to your form using Zapier, turn this off.

Once you finish the above, click “Save” at the bottom to save your changes.

Advanced Options

In the left-hand toolbar, click Advanced Options.

  • Redirection: set the form to redirect to your website or schedule page after a new lead completes your form

  • Notifications: If you would like to be notified every time a lead completes your form, you can enter your email address here

Publish

The last and most important step in creating your form is publishing.

  • In the top-right, you’ll see a Publish button - click this to officially publish your form to the internet.

  • Click View Hosted Form to view your form, and save the URL. This link can be shared publicly.

  • Any contact who completes your form will be automatically added as a contact in Xplor Growth.

  • Contacts will NOT be automatically added into Mariana Tek, unless there is already an account in Mariana Tek with the same email address, in which case the contacts will be synced.

  • No one will have access to the form until it’s shared. You can find information on how to share it here.

  • You can view who has submitted your form by clicking Insights on the left toolbar.

If you make any changes to your form after it’s been published, you’ll need to save and re-publish using the button in the top-right corner.

Step 2: Share Your Form

A Lead Capture form can be shared in 3 ways:

  • Via the direct link, which can be added to social media profiles, a button on your website, or a QR code on exterior signage

  • By embedding the form directly on your website

  • By capturing leads via an existing form on your website or ads, and using Zapier to send them to your form (Note: if you choose this method, you will have to turn reCAPTCHA off as Zapier can not send a reCAPTCHA response to the form)

Step 3: Market to Your Leads

Now that you've captured your leads and they are in Xplor Growth, you have 3 ways to engage with them:

  • Create a Lead Nurture Automation using the Entry Rule Answered an Xplor Growth Sign Up Form > Form = <YOUR-FORM-NAME>

  • Create a Segment using the Smart Rule Answered an Xplor Growth Sign Up Form > Form = <YOUR-FORM-NAME>

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