Grow your list by adding list opt-ins to your lead form
Turn website visitors into subscribers by gating their incentives behind a list subscribe form. Entice them with discount codes, gated content and special offers.
Can collect contact info like email, phone, name etc.
Opt-ins & custom fields are synced to CRM upon opt-in
See step-by-step how to build a lead form in ConvertFlow
How to build lead forms
By adding a lead form to your ConvertFlow landing page, popup, or embed, you can collect contact details and custom field values from your website visitors.
Just click to add an element and choose the "form" element type. You'll be able to choose from form templates, or create from scratch.
Once you've added your form, select it to show the form settings in the builder panel.
Toggling contact fields for your lead form:
Select the form element and you can toggle on all of the contact fields you want to request in your lead form.
ConvertFlow's form fields come with preset contact fields already configured for you, helping you collect standard contact information and send it to your integration's contact fields.
Each contact field can be edited by clicking on the field setting in the builder panel and adjusting the options in the modal. You can edit the placeholder displayed in the field, add a label, make the field required, and more.
Email and phone verification fields
With ConvertFlow, you can optionally have your lead form check that the entered email address is real and exists with their email provider, at the expense of a few seconds of wait time for your visitor. This can help improve your email list quality, and sender score and potentially reduce the need to send a double opt-in confirmation email.
Pro tip: Want your form lead form to allow business emails only? Toggling email validation also presents an optional setting that can be enabled to allow business emails only.
Verification is available for phone fields as well, so you can prevent visitors from entering invalid phone numbers into your forms.
If the phone number entered isn't real, ConvertFlow will require the visitor to enter a real phone number that can be verified. Once verified, it'll format and sync the phone number in the international E.164 standard that SMS marketing tools require.
Toggling consent checkboxes
Scroll below the preset contact fields and you'll find more options you can enable.
You'll also find options to enable compliance checkboxes on your form.
Privacy consent checkbox: By adding your privacy policy and terms of service to your ConvertFlow website, you can directly link to that info alongside a required checkbox using the "Require Privacy Consent" checkbox.
Marketing consent checkbox: If your form gates some form of content the visitor is expecting to get, but also opts them into an email list, you can collect consent for ongoing marketing with the "Request Marketing Consent" checkbox.
SMS consent checkbox: Require consent to SMS marketing with required SMS marketing disclosures.
By clicking to add a field at the end of the fields list, you can add as many custom fields to your lead form as you would like.
First, choose a custom field data name.
The custom field data name can be for ConvertFlow only, or you can choose from the custom fields created in your integrated ESP/CRM and ConvertFlow will send that custom field info collected by this lead form to your integrated tool.
Next, choose what type of custom field you want to display in your lead form. You can choose between having a text field, dropdown field, radio selection field, paragraph field or a hidden field.
Each field type has their own options that can be configured. Drop downs and radio select fields can have options added, you can give the field a label, text fields can have a placeholder display, etc.
Pro tips:
Want to create a custom checkbox? Create a radio selection field and add only one option.
Want to separate your dropdown options' data value from the displayed label? Click on the field option to open up a settings modal where you can control this.
Dropdown and radio/checkbox select field options can be assigned score values by clicking on the field option to open up the settings modal.
The range custom field type can be used to make it easy for visitors to input numerical values, NPS scores, price estimates, percentages, etc.
Styling your lead form
When editing a form element, in ConvertFlow's builder panel, click to the "Design" tab to style your lead form.
Here you can space your lead form, choose whether you want your lead form to have a vertical or horizontal field layout, how wide you want your lead form to expand, the fonts used for your lead form, button color, button roundness, field color, drop shadows, etc.
Configuring form submission actions
In the "Actions" tab, you'll be able to control what happens after someone submits your form.
Here are some of the actions you can perform upon form submission:
You can choose to redirect your visitors to a URL
Show another funnel step in the campaign
Display a thank you message
Display a popup campaign you've created in ConvertFlow
Open an SMS message to a phone number
Select the form action you want, and you'll be able to enter the details.
Automations
Here you can also add "Automations" to fire when your lead form is submitted. These can be automations in ConvertFlow such as sending a lead alert to a team member, adding a tag, etc.
You can also add automations to your integrated email service provider. For example, you can choose which list you want to add the contact to after submitting your lead form.
Add as many automations as you need to properly segment your contacts into the right audiences in your connected tools.
Running custom scripts and conversion pixels
By adding custom scripts to your lead form's actions, you can fire conversion pixels in your advertising platforms and perform other custom javascript. ConvertFlow will run custom scripts added here only after the lead form has been successfully submitted.
Conditional actions
Upon submitting the lead form, ConvertFlow will always perform the default action you've configured.
However, there may be scenarios where you want to perform conditional actions only for certain people, such as redirecting to a different URL based on certain field values.
By clicking "+ Add Conditional Action", you can perform conditional actions upon submitting your lead form only for the visitors that meet the conditions you've defined. [Tutorial →]
Reporting on lead form submissions
Head to your lead form's funnel breakdown report to see how many people are submitting your form and selecting specific answers.
Frequently asked questions
Have questions? We've got answers to the top questions listed below.
What is a lead form?
lead forms collect contact information in exchange for incentives & outcomes, helping businesses build their email lists and gather data on potential customers.
After completing the lead form, visitors receive tailored content & product recommendations, increasing conversion rates by making the suggestions feel personalized. This approach is particularly for personalizing automated sales & marketing to leads coming from the website.
lead forms also provide valuable insights into audience preferences, allowing businesses to segment their audience and tailor future personalized marketing efforts, as well as attribute leads to different sources & channels.
What makes a good lead form?
A good lead form is engaging, relevant to the target audience, and provides clear value through personalized follow-up.
Your lead form should be easy to complete, with well-crafted questions that lead to actionable insights.
The lead form's thank you page should offer tailored content & product recommendations that align with the visitor's needs, increasing the likelihood of conversion.
Finally, it should effectively capture leads without being intrusive, seamlessly integrating into the overall customer journey.
How to optimize a lead form?
To optimize your lead form, focus on creating concise, relevant questions that engage your target audience.
Ensure the lead form is easy to navigate and quick to complete. Additionally, streamline the lead capture process and analyze user data regularly to adjust and improve the funnel's performance.
Use A/B testing to test different variations of the lead form to find what resonates best with users, and refine the results page to offer personalized, compelling content & product recommendations.
Then, tweak accordingly, and rinse and repeat!
ConvertFlow is easy for beginners, powerful for pros
Fast & easy for busy entrepreneurs, while powerful for marketing pros & agencies. ConvertFlow gives you the power to quickly launch funnels for any product, brand or offer
Drag & Drop Elements
Use a variety of elements to craft high-converting experiences
Designed for Mobile
Effortlessly create the perfect experience for mobile & desktop
Pre-Built Sections
We've done 99% of the design work for you. Build swiftly by adding pre-built sections
Funnel Steps
Guide shoppers from visit to checkout through multiple funnel steps
Sell Products
Connect an ecommerce platform like Shopify, display your products, and drive shoppers to purchase from your funnels
Publish in a Click
Publish your pages and campaigns to your own domain, or directly to Shopify, Wordpress, or any other CMS
Actions
Sync contact fields, map custom fields, track events & trigger actions in your tools
Funnel Logic
Personalize product recommendations and next funnel steps using quiz answers & logic
Targeted Audiences
Personalize on-site offers for targeted audiences based on visit history, cart activity, custom fields, and contact segments in your CRM
Split-Tests
Experiment and run split-tests to find your best performing offers
Performance
Lightweight and optimized for fast-load speeds, using the same CDN as Shopify
Multi-Site
Manage funnels for multiple websites or clients. Invite team members and clients to collaborate
Drag & Drop Elements
Use a variety of elements to craft high-converting experiences
Designed for Mobile
Effortlessly create the perfect experience for mobile & desktop
Pre-Built Sections
We've done 99% of the design work for you. Build swiftly by adding pre-built sections
Funnel Steps
Guide shoppers from visit to checkout through multiple funnel steps
Sell Products
Connect an ecommerce platform like Shopify, display your products, and drive shoppers to purchase from funnel you create
Publish in a Click
Publish your pages and campaigns to your own domain, or directly to Shopify, Wordpress, or any other CMS
Actions
Sync contact fields, map custom fields, track events & trigger actions in your tools
Funnel Logic
Personalize product recommendations and next funnel steps using quiz answers & logic
Targeted Audiences
Personalize on-site offers for targeted audiences based on visit history, cart activity, custom fields, contact segments in your CRM, etc
Split-Tests
Experiment and run split-tests to find your best performing offers
Performance
Lightweight and optimized for fast-load speeds, using the same CDN as Shopify
Multi-Site
Manage funnels for multiple websites or clients. Invite team members and clients to collaborate. Scale with templates
Thousands of fast-growing brands and 30,000+ websites use ConvertFlow's funnel builder to launch landing pages, forms, quizzes, popups and multi-step funnels. See real results below.
Berk D.
Marketing Manager, Growth Hacker
“The flexibility is nothing short of amazing”
“We're primarily using Convertflow to promote webinars and seasonal offers (e.g. Black Friday), and integrate it with our CRM platform, which in turn allows us to accurately nurture the captured leads."
Jay Vasse
Digital Marketing Manager, Cuddle Clones
"Has helped us get over 150,000+ email and SMS subscribers in the past year"
"ConvertFlow has been an invaluable tool for us. It's flexibility has allowed us to use it for way more than just a simple pop-up to collect emails and phone numbers. We've used it for surveys, review generation and even specific cart-based messaging that's unique to each user. With their HubSpot integration we've been able to easily segment users and target messaging. Whenever we've had an issue or question their support has quickly responded, and their development team has even made changes to fit our specific needs. Would definitely recommend ConvertFlow to any store that is in need of a great lead gen tool with excellent support!"
Elliot Kovac
Retention, Ready. Set. Food!
"ConvertFlow has given us higher opt-in rates right off the bat compared to our last platform."
“The ability to seamlessly plug into Klaviyo, Attentive, Shopify, and pull the data – I mean it goes both ways – pulling data in, exporting data out – has been very seamless.”
Jacob Forrest
Owner, simple-shot.com
"Our short list of must-have apps: Shopify, Klaviyo, and ConvertFlow"
"Truly outstanding support. Lightning fast. More features than you can imagine. Fair pricing. Top-notch Klaviyo integration (with events!). We created a popup on literally day one that has been a consistent 35% add to cart boost since the day we made it."
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