Smart Form Web Capture

Form web capture is a new feature where users can create an html form that can be used to created new leads.

This guide will walk you through how to set up a Smart Form.

Smart Form Dashboard

In the select screen when creating a new web capture you have the following options.

  1. Select Tools
  2. Select WebCapture
  3. Create New Smart Form

 

  1. Select Smart Form.
  2. Enter the name of the capture and the description of its purpose.
  3. You can also copy an existing web capture.
  4. Create New Web Capture.

 

Form Web Capture Setup

When you create a new web capture you will be taken to the setup screen.