5 Tips to Create Lead Capture Forms in Dubsado
Lead capture forms can make your client inquiry process easier. By using them, you can collect important information, save time, and increase efficiency.
In this blog post, we'll explore five tips to follow when creating lead capture forms and explain how they can benefit your business.
What are Lead Capture Forms?
Lead capture forms help bring in new potential clients into your client process.
When a lead fills out a form, it automatically creates a new client and project in your Dubsado account. This saves you from manually entering client details, saving you time.
To create a lead capture form in Dubsado, you can use the sample form provided in your account or create a new form from scratch.
1 - Ask the right questions in your lead capture form:
When creating lead capture forms, focus on gathering relevant information at the start.
Avoid asking for unnecessary details and only request information that will help your business. Clearly explain the purpose of each field to make leads feel comfortable sharing their information.
Think of what questions you’d like to have answered before having a conversation with someone or before working with them - questions that will help you determine if they are a good fit for your business.
Some examples of questions you can ask:
What challenges are you facing that we can help you with?
How much are you looking to invest in this project? (you can provide a list of ranges)
What services are you interested in? (you can provide a list of options you offer)
2 - Use field mapping where possible:
Dubsado offers a field mapping feature that allows you to connect form responses to specific fields in your account.
For example: you can add a short answer element to ask for ‘First Name’. Make sure you connect this response to ‘Client First Name’ in the field mapping option of the question. This way Dubsado understands that the response to that question is Client First Name.
This allows you to pull up this information using smart fields when needed. And if the mapped field is a client mapped field - the information will be available for future projects with the same client.
For example: you want to reference the clients first & last name in a contract. Instead of manually typing it in - use the smart field {{client.name}} and Dubsado will pull up the clients first and last name automatically. You can do this in forms, emails, etc.
3 - Use workflows to automate tasks:
Connecting lead capture forms with workflows allows you to automate steps in your inquiry process.
It allows you to automate sending emails, inviting to appointments, sending service guides, and more. It helps you save time and ensures a smooth experience for both you and your clients.
If you have different inquiry workflows for different services in your business, use a workflow element in your lead capture form. This allows you to create a question with a list of options to select from and depending on the answer / selection - your leads will go through a different workflow.
If all your leads go through the same inquiry process, choose a default workflow under ‘Form settings’ instead.
4 - Track your lead sources:
Lead capture forms can provide insight into where your leads come from. By including a project tracking element in your lead capture form, you can ask how your leads are finding you.
You can create your own personalized list of project sources in Dubsado like this:
Go to ‘Reporting’
Click ‘Project Sources’
Click ‘Add Source’
Create all the options you want to use. If there are some project sources you will add manually and don’t want them to be visible to all your leads, don’t worry - you don’t have to add all of them to your form.
Using project sources helps you understand which marketing streams are the most effective in your business. It can help you make informed decisions and optimize your marketing strategies to generate more leads.
5 - Customize your lead capture forms:
You can customize your lead capture forms to match your brand's look. Customize your fonts, font colors, background colors and add images to create a consistent brand experience.
When embedding a lead capture form on your website, keep the design super simple. It’s easier to add the design elements directly in your website builder vs. doing it in Dubsado and then finding that things don’t look quite right when the form is embedded.
If you are sending your leads directly to your lead capture form URL in Dubsado, then you can style and add the design elements to form in Dubsado.
In Conclusion:
Using lead capture forms in Dubsado can streamline your client inquiry process. By creating effective forms, mapping fields, automating workflows, and tracking lead sources, you can save time and provide a seamless experience for potential clients.
Tutorial: How to create a Lead Capture Form in Dubsado
Here is a quick tutorial to show you how to create your own lead capture form in Dubsado
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