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LeadCenter.AI comes with a list of inbuilt inline and modal forms which are mostly used to receive leads from custom forms.  You can also add new forms from the Lead Capturing > Forms(link to https://www.leadcenter.ai/knowledgebase/creating-customized-forms/ ) page, by clicking on the plus + button.

Previewing a Form

To preview a form do the following:

  1. On the LeadCenter.AI, go to Setup > Lead Capturing > Form Builder
  2. Go to Actions and click on Preview

    It will display a preview of the selected form.

Editing a form

To edit a form do the following:

  1. On the LeadCenter.AI, go to Setup Lead Capturing > Form Builder
  2. Go to Actions and click on Edit

    You can edit the selected form. For more details to edit a form see How to create and build forms(link to https://www.leadcenter.ai/knowledgebase/how-to-create-and-build-forms/)

Mapping a form

To map a form do the following:

  1. On the LeadCenter.AI, go to Setup > Lead Capturing > Form Builder
  2. Go to Actions and click on Mapping

    You can map the selected form. For more details to map a form see How to Map an External Forms to the lead field (link to How to Map an External Forms to the lead field)

How to Embed a Form in an External Site

LeadCenter.AI consists of inline and modal forms, that have a script that can be embedded into an external site. For more details on inline and modal forms see (link https://www.leadcenter.ai/knowledgebase/types-of-forms/ ).  

To embed a script into an external form, do the following:

  1. On the LeadCenter.AI, go to Setup Lead Capturing > Form Builder
  2. Based on the type of form, there are 2 ways to embed it with the external form.

For Inline Form

    1. Click on the button Show as Inline Form to get the popup
      The Show as Inline Form popup is displayed.
    2. Copy the HTML code and go to your website and paste the code where you want your form to appear as inline.
      HTML Code Example: <div id=”containerv5zp4goj3r026zldyx8ek1wm”></div>
    3. Copy the Javascript code and go to your website and paste the code in the header of the page where you pasted the HTML code, just before the closing of the body
      Javascript Code Example:

For Modal Form

  1. Show on Button/Link

    1. Click on the button Show on Button/Link Click to get the popup
    2. Copy the value of the id attribute of the link or button tag to “trigger-q4521xz8v90mq9lj3rdyp7kw” for the form to show on click.
      For, example:
      <a id=”trigger-21wvpm78dq0woxlkr3j4y59e”>Click Me</a>
    3. Copy the Javascript code and go to your website and paste the code at the bottom of the page, just before the closing of the body
      Javascript Code Example:
  2. Show on Page Load

    1. Click on the button Show on Page Load to get the popup
    2. Copy the Javascript code and go to your website and paste the code at the bottom of the page, just before the closing of the body
      Javascript Code Example:
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