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LeadCenter.AI allows you to create an inline or modal pop-up form from the Forms page. The Forms page allows you to create your quotation forms, edit them, and also lets you have a preview of your quotation forms.
The Form page displays the list of forms that are available for your website, where you can see the type, name, and integration.

Adding a New Quotation Form

To add a new quotation form, do the following;

  1. Go to the LeadCenter.AI Store Manager page 
  2. On the left navigation, click on Website Builder 
    The Website Builder page is displayed.
  3. On the left navigation, click on Forms
    The Forms page is displayed.
  4. Click on Add New Form  to add a new quotation form.
    The Create a new form dialog box is displayed.
  5. Select the required quotation form, from the list of pre-defined templates and click .

    You can skip Step 1 Build Your Form, if you have already selected from the pre-defined template list. If you want to customize and build your own Quotation forms see Creating Customized Quotation Forms.
  6. In Step 2 Basic Details section enter the details like name and the type of form you need.
Field Description
Form Title Enter the title for the form.
Form Type Select the form type from the drop-down list.Modal Pop Up: When you need to keep the user focused.
Inline Form: When you need to allow users to read your content without feeling overwhelmed.
For more details of form type see Quotation Forms.
  1. In the Step 3 Actions section enter the details like what action is to be taken when this form is submitted.
Field Description
Create Lead This action will create a lead on the lead dashboard page. This action will always happen.
This is a read-only field.
Choose Action Choose the action from the drop-down list. Selected Action will show the relevant field to be filled with the required information.

Show Success Message: This option will show a success message after the quotation form is filled.
           >Title: Enter the title for the success message.
           > Description: Enter the description for the success message.


Redirect to a URL This option will redirect to a URL.
         > URL : Enter the URL to which you want to direct the user.
  1. Enter information to enable easy tracking of the leads submitted via this form.
Field Action
Lead Source: Leads generated from this will show under the source selected.  Select the required lead source from the drop-down list:
Generate Offline
Google Ads
Organic Search
Social
Campaigns: Following fields will help you add the marketing campaign parameters associated with this form. All fields are optional.   
Campaign Source Enter the referrer: (e.g. google, newsletter)
Campaign Medium Enter the Marketing medium: (e.g. cpc, banner, email)
Campaign Name Enter Product, promo code, or slogan (e.g. spring_sale)
Campaign Term Identify and enter the paid keywords
Campaign Content Enter differentiate ads to use
  1. Click on , to save the changes.
    You have successfully created a quotation form. To integrate the quotation form code, see Using Quotation Forms in your Website. 

Editing a Quotation Form

To edit a quotation form, do the following;

  1. In LeadCenter.AI Store Manager > Website Builder > Forms page
  2. Select the form to be edited and click on Actions > Edit

    The Form Builder page is displayed.
  3. Edit the field to be modified and click on  to save the changes.
    You have successfully edited the quotation form.

Previewing the Quotation Form

To preview a quotation form, do the following;

  1. In LeadCenter.AI Store Manager > Website Builder > Forms page
  2. Select the form to be edited and click on Actions >Preview

    Below is an example of Contact Us Form Preview
Next Types of Forms
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