Set up web to lead form

Before potential leads can start using your web to lead form to send you their contact information, the app must be configured and your form must be created! The following steps will show you how to set up both your preferences and your public page.

  1. From your Method dashboard, click Setup on your Web To Lead App. This opens your Preferences screen.
  2. Ensure the form is enabled by clicking the checkbox. If the form is not enabled, it will not work for your leads.
    Once you have saved these settings for the first time, you will see the link to your public page displayed below this checkbox.
  3. Assign a Method user to this form. By default, the user currently signed in is assigned.
    When a lead saves contact information using this form, Method creates:All four of these records are assigned to the user.

The next steps involve setting up your public page. This is the information that will be displayed when leads visit your web to lead form.

  1. Assign your form a title (by default, it’s “Contact Us”).
  2. Fill information into the header. Method best practice says this is where you put your branding (e.g. a banner or company information).
  3. Fill information into the body. This is often used to instruct your lead (e.g. "please provide the following information").
  4. Fill information into the footer. This is a good place to put legal disclaimers (e.g. “we will not share or sell your information”).
  5. Include a thank you message, which appears after the lead submits their information. Method best practice suggests this is also a good place to put a link to your website.
  6. When you’re finished, click Save to save your preferences. A link to your public page is now available.

At this point, you can click Test Drive to be taken to a live version of your public page so you can review what it looks like and test its functionality. Please see Test Drive web to lead form for more information.


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