Getting Started Checklist

Welcome to GetLeadForms!  

The following links will provide you with the information and videos you need to get started with GetLeadForms.  You can think of this as your table of contents for getting your LeadForm up and running, along with a few tips and tricks.  

Table of Contents:

  • Creating a LeadForm with a template
  • Designing Your LeadForm
  • Adjusting Your LeadForm Settings
  • Conversion Tracking
  • Creating Steps for Your LeadForm
  • Other Tips and Tricks
  • Adding Your LeadForm to Your Site
  • Setting Up Where to Send Your Leads
  • Connecting to your CRM or Email Service
  • Troubleshooting

Introduction to GetLeadForms:

Creating Your First LeadForm

Start with a template:

We’ve done all the heavy lifting for you already! All of the templates can be customized to match the look and feel of the website you are looking to add your leadform to. You can add, remove, or change any of the questions in the template.

Design Overview:

The design section is where you can customize the look and feel of your LeadForm.  Learn more about the custom design features here:

If you need additional support in specific features in the design section for your LeadForm, here is additional information on how to customize these features:

Configuring your LeadForm's Settings:

In this section, you will find information about the settings you can configure for your LeadForm.  First, you’ll learn about our “Form Mode”, which allows you to choose between having your LeadForm popup or to be embedded within your website.

This next link will provide you with more specific information regarding Google Analytics for your LeadForm. GetLeadForms supports both Universal Analytics and Google Analytics 4.

Conversion tracking: How to add hidden fields

In this article, we will show you how to track attribution of your ads when your LeadForm is filled out. This way you will know which campaigns, ad groups (or ad sets), and ads are working. This works for:

Creating steps & questions in your LeadForm:

We’ve done most of the heavy lifting for you!  Our templates come with preloaded steps within the LeadForm.  But, you’ll have the ability to add, change, or delete questions to customize your LeadForm to best suit your needs.  In these sections, you will find documentation on the step formats, how to add steps, and connect the steps.  

Step Formats:

How to Add and Connect Steps:

How to Add in a Step:

How to Clone Steps and Responses:

Other Handy Tips and Tricks:

Adding Icons to your form:

Redirecting to a Custom Thank You Page:

Setting up SMS Phone Verification OTP:

How to Add and Arrow to a Button:

Adding a GDPR Checkbox:

How to Set Up White Labeling:

Google Address Auto Complete:

How to Add Icons to your LeadForm:

Adjusting the Background Color and Image:

Ready to Get Your LeadForm Up and Running?

Adding your LeadForm to your site: 

Our LeadForms work with all major website and landing page builders. Below you'll find some documentation regarding how to setup the LeadForm for each platform:

How to setup your pixel script with Google Tag Manager:

How to add your LeadForm to WordPress:

Here’s information on how to use the raw code feature for faster load times:

Telling GetLeadForms where to send your leads:

Receive instant lead notifications with all of the data that you need to turn leads into sales & revenue. This way you can follow-up from anywhere!

Connecting your LeadForm to your CRM or email service:

Connect your LeadForms with your email services and CRMs for follow-up. GetLeadForms Integrates with Hubspot, ActiveCampaign, Mailchimp, Google Analytics, Zapier, and more. It also works across all major website builders and landing page platforms like WordPress, Clickfunnels, Unbounce, Leadpages, etc…

Zapier Integration:

Unbounce Integration:

WordPress Integration:

HubSpot Integration:

Active Campaign Integration:

Simvoly Integration:

Google Sheets Integration:

Leadpages Integration:

Mailchimp Integration:

Need Help?


Having trouble?  We’re here to help!  Here’s a few tips on what you can do if your form isn’t working or if your leads aren’t saving.

Still need help?  Feel free to email us with any questions you may have.  We’re always happy to help!

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