Material Lead Forms Overview

Learn how to add Lead Capture Forms to Material as a call to action to grow your Contact database.

Step 1

Click "Materials" down the system's left side.

Step 2

Search for and select the Material (Video, PDF, or Image) you want to use for lead generation and growth.

Step 3

• If you are using "List View", Click the "three dots" on the far right side of the row for that Material.

• If you are using "Grid View," click the "three dots" at the lower right corner of the Material.

Step 4

Click "Lead Form."

Step 5

You will see a "Material edit lead form" pop-up.

Step 6

Across the "Enable lead form" row, click the blue "toggle" to the right to turn the Lead Form on.

Step 7

Click the blue "+Add Form" button.

Step 8

You will see an "Add New Lead Form" pop-up.

Step 9

Click the "Select Form" dropdown menu.

Step 10

Click the "Lead Form" you want to assign to the Material.

Step 11

Set the "Delay Time" based on the amount of time indicated by the Material you are using with the Lead Form.

*Note: "Delay Time" allows you to choose how much time the lead has to review the Material before the Lead Form triggers.

There are two ways to enable "Time Delay":

• Immediate

  • The moment the Lead views the Material, the Lead Form triggers.

• Select the Lead Form trigger timing.

  • The Lead Form trigger timing works on all Material types (PDF, Image, Video.)

  • Click into the "Hour," "Minute," and "Second" dropdown menus and choose values.

Step 12

Click the blue "Set Delay Time " button at the bottom right of the pop-up or "Cancel" to abandon the action.

Step 13

You will see a "Material edit lead form" pop-up.

Step 14

You will see the assigned Lead Form, Delay Time, "Pencil" icon for edits, and a red "Trashcan" icon to delete the Lead Form from the Material.

Step 15

Click the blue "Save" button or "Cancel" to abandon the action.