How Do I Create a New Lead Form?

Lead Forms can be built directly within Virtuous and posted onto any page on your organization's website to capture information from potential Donors, encourage new email newsletter signups, track other interests, and more! 

Table of Contents:

1. Navigation
2. Settings
3. Build
4. Submissions
5. Embedding

Navigation

To start creating a new form, navigate to the Forms page in Virtuous to get started. Just hover over the left sidebar, then select Marketing. Under Marketing, select forms.

The forms page will have two options at the top of the screen: Giving Forms and other forms. Select other forms to view any non-giving forms (including Lead Forms) that have already been created. To create a new form, press on the ACTIONS button in the upper right and then select "Create Lead Form."

Settings

To begin, give your new Lead Form a name. The name will be your only identifier for this form, so it needs to be unique. Instead of just calling it "Lead Form," be as specific as possible, like "Newsletter Signup Form for Year-End Blog CTA." Or, heck, name it "Jim-bob" or "Dolly," if you want to. So long as the name is unique, you're all set.

In addition to a name, you'll have the option to select a default value for the Origin Segment. Each Contact in Virtuous has an Origin Segment, which allows for tracking of acquisition metrics related to any Campaign.

Once your form has a name and you've selected a default Origin Segment, select NEXT in the lower right to move on to the Build screen.

Build

On the build screen, you'll see that a default form has already been configured, with some of the more common fields included. If you like, you can use the default form as-is; simply save and publish your form to use it on your site. If you'd like to make changes, you can click and drag to rearrange the form fields however you like. Choose and drag any additional fields from the left side of the screen to add them to your form. Select the trash can icon on any field to remove it from the form. Some fields, like First Name and Email Address, will not have a delete icon as they are required and cannot be removed.

Many of the fields available should be familiar to Virtuous users, as they are used elsewhere in the system. You'll notice Contact and Individual Custom Fields will be available on the left-hand side to build into your Form. In addition, any enabled Contact or Individual Custom Collections can be added to your form to track more complex data. You can learn more about using a Custom Collection in an online form here! The "Heading" and "Paragraph" fields are specifically designed for donation forms, allowing for a title and a block of descriptive text to be used as part of the Form.

Once added to the Form, fields will show edit icons that can be used to bring up a series of options on the right side of the screen. These options may vary, depending on the selected field. Most fields support the four options shown below:

Use the "Field Label" to customize the actual field label shown on-screen. For example, you may wish to Have the Address fields specify "Home Address." The "Placeholder" value allows you to display faint gray text in any field, as an example of the data required. Placeholders will be displayed on a published form like this:

Use the "Default Value" to pre-fill any form field with a value of your choosing. This can be particularly useful when applied to Custom Fields that need to be captured with data from a specific form. "Help Text" will display below any form field in italics, as shown in the above example.

Some fields will have additional toggle options as well:

Use the "Field is required to submit form" option to make any field a required field. But keep in mind, that it's important to balance your needs for data with your prospects' experience; too many required fields can add time and frustration and may keep some people from completing your form altogether.

Use the "Field is hidden" option to hide certain fields on the form altogether. Used together with a default value, this makes it possible to capture specific Custom Fields or other data that prospects may not need to fill out. For example, you may have a Custom Field called "Interest: Disaster Relief" used to track Donors who may be interested in giving to disaster relief projects. You could populate this field by default for anyone choosing a form that is embedded on your web page devoted to hurricane relief efforts. This value will be passed through and stored on the created Contact.

One of the fields available to be added to a form is the "Email Preferences" field. use this field to allow site visitors to join any of your existing Email Lists. Select edit to select one or more Email Lists to include in the form.

Each list will display in the final form as a checkbox, allowing site visitors to select as many as they would like. Use the "Field is required to submit form" option if you'd like to require visitors to select at least one list in order to submit.

When creating a Lead Form, Phone Number and Phone Consent are both added automatically.

• If you have the SMS functionality, keep in mind that Phone Consent is required if you want to capture a Phone Number. If you attempt to remove Phone Consent and then save it, you will be given an error message:
  
• If you do not have the SMS functionality, the Phone Consent checkbox is optional.
• Whether or not you have the SMS functionality, you will not be able to edit the text shown for Phone Consent - the default language is used to comply with legislation preventing SMS spam.

Once you have made changes to your form, select the "Preview" option from the Actions menu in the upper-right area of the screen to see how your form will look once you add it to your web page.

The preview will include any edits, help text, and custom instructions you have added.

From the Actions drop-down, select "Save" to save your changes. In order to use this form on a web page, you must be sure to select "Save & Publish." When you have finished editing your form, be sure to save your work, publish the form, and select NEXT in the lower right to move on to the next step.

Submissions

Once someone successfully fills out a lead form, you can determine what should happen next.

First, you will see the option to select a Form Confirmation Email to send as soon as a form submission is received. Click here to learn more about Form Confirmation Emails.

Second, you have the option to send a text message as soon as a form submission is received by selecting an SMS template. Click here to learn more about creating an SMS template. 

You can also either create a thank-you message or redirect the user to another page. For the former, use the editing toolbar to customize your message.

For the latter, you may choose to have the form redirect users to another page on your site, where you have additional content to display.

Below these options, you can select a user from your organization to be notified when a form submission is made.

Once you have made your selections, press NEXT in the lower right to continue.

Embed

Now that you've created your new form, it's time to put it on your site!

Select on the Copy button to copy the displayed code snippet to your computer's clipboard and then paste it directly into your web page editor. If you are not the web designer for your organization, just select on the "Email to Your Web Developer" button to send an email containing the code snippet directly to the correct person. You'll be prompted to enter an email address, and then a pre-formatted email will be sent directly.

What's Next?

Once your lead form is live, form submissions will automatically generate a Contact Import, which should be visible on the Gift & Contact Import page each morning. To learn more about the Gift & Contact Import Tool, go to this article. Process these imports to create new records and update existing records as needed.