Lead Contact Form Setup

Modified on Fri, 6 Dec at 2:50 PM

* Available Only on Desktop *

Place a contact form on your website and collect leads from your customers directly into Markate

Here is a video showing you how to do this.

To enable the Lead Contact Form, go to: More > Add-ons > Lead Contact Form > Enable.

To access the Lead Contact Form, go to: More > Add-ons > Lead Contact Form > Manage.

The add-on is organized into 3 tabs: Contact Form, Settings, and Website Integration

The Contact Form tab is where the user facing form is developed and styled. You can choose from several field types including: Text, Text Box, Dropdown menu, Checkbox, and Radio Button (Options Box).
You can also make the Upload Images field visible if your lead should be able to upload (up to 5) files to the form for your review.

The Appearance section is where the styling is set on the text and button of the form.

If you have Terms and Conditions (T&C) that relate to the usage of the Lead Contact Form, they can be enabled then added in the Accept Terms section. Check the Enable Accept Terms box and enter your new terms into the Terms and Conditions Content box. Doing so will require the lead to accept the entered terms in order for them to submit the form.

The Settings tab is where additional configurations that relate to the Lead Contact Form are entered. See this article for more information.

Notifications - Choice of whether on a new submission (inquiry) the owner should be notified via email, app, both or not at all.

Confirm Page Continue URL - Web page that the lead should be sent to after the form submits.

Google Analytics - Text input fields for adding Google Analytics tracking features. See this article for more information.
Website URL - Used for linking the Lead Contact Form to your external company website. It is the URL / web link to where your web page is located and the Lead Contact Form widget has been previously installed.

The Website Integration tab is where technical information regarding the Lead Contact Form can be obtained.

JavaScript and Iframe based code snippets are available for copy and paste to easily install the Lead Contact Form widget on a company web site.

Contact Page URL - Web link to an easily accessible and fully functional Lead Contact Form built to the specifications on the Contact Form tab.