This form can be used for prospective members to fill out online so you can follow up later with a consult or offers. You can distribute the link via your website, email, or post on any social media channel.
To setup your lead capture form, go to Settings > Lead Capture
Landing Page : This is the link you can post on your website or distribute so prospective members can input their info. (found in the grey bar) Page Title : Something descriptive explaining what the form is for. example "Get Started Now" Page Upsell/Content : Use this to sell it, make them want to fill out this form!! |  |
From Email Address : Email address the confirmation followup will come from. Often people will reply to this address. Send Coaches/Front Desk Email : set to YES if you want your coaches to know when a new lead comes in. Send Lead Email : set to NO if you integrate with a third party lead management system like Autopilot HQ, otherwise leave it on YES. |  |
Client Objectives : This shows up as a dropdown for the user, they can select what they are most interested in. |  Client Objectives will show up on the form as a drop down field like this:  |
Redirect URL: After filling out the form, you can redirect the user to any web page you like rather than our generic success. example. can be used to send to a scheduler where user can set a time for first appointment. |  Redirect URLS will show up on the form as a drop down like this:  |
Collect Additional Data : All optional, depends how much info you think you need. Sometimes requiring less will get more people to fill out the form. (people are lazy) |  |
Notes:
When someone fills out the form their info is put in the leads section. You can find this by going to People > Leads