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      1. Knowledge Base Class Manager
      2. Growth Plan

      Leads - Introduction

      Your Guide to Using Leads Effectively

      Leads help you grow your business by allowing you to create custom forms tailored to your marketing strategies. With these forms, you can embed them on landing pages, gather essential information, and track where each lead comes from. By collecting key data with custom attributes, you can monitor lead statuses and convert them into paying customers efficiently.

      📝 The Leads feature is available exclusively with the Growth Plan.

      Creating a New Lead Form

      To start creating a lead form, follow these steps:

      1. Click < to the right of Leads.
      2. In the expanded menu click Forms and select Create.
      3. You’ll find several form fields, including standard fields like First Name, Last Name, etc. A preview of the form is available on the right-hand side of the page.
      4. You can also add custom attributes to the form as long as these attributes have been marked for use in Leads. For more information, go here ➡️ Creating Custom Attributes
      5. Once you’ve customized your form, the final step is to configure the button and success page. You can customize the text of the submit button and the message that users see after submitting the form, including a header and description.
      6. Click Save to finalise.

      Manually Entering Lead Information

      If you want to add lead information manually, follow these steps:

      1. Click < to the right of Leads.
      2. In the expanded menu click  Create.
      3. Enter the required details and click Save. If you’ve already created multiple forms, you can choose one from the form dropdown. 

      Managing Your Leads

      Once your leads have been collected, you can view and manage them by following these steps:

      1. Click < to the right of Leads.
      2. In the expanded menu click View All.
      3. From there, you can click on individual leads to view their details. You will also see a Notes tab where you can add a note by clicking Create button.
      4. You also have the option to edit their status, changing it from New Lead to Contacted, Converted, or Archived. To do that:
        1. Tick the box next to the lead.
        2. Click Group Actions.
        3. In the expanded menu, click Convert to Customer, Mark as Contacted, or Archive.
        4. If the lead becomes a customer, you can simply click Convert to Customer to mark them as converted. Keep in mind that any custom attribute information filled out on the lead form will not transfer to the full customer account.

      Sharing and Embedding Your Forms

      Once your form is ready, you can share it on your social media pages or embed it on your website using an iframe.

      To get the direct link:

      1. Click < to the right of Leads.
      2. In the expanded menu click Forms and select View All.
      3. Select the form you want at the bottom you will find a Copy URL and Copy iFrame buttons.

      If you are embedding forms on Squarespace or WordPress, check out our handy guide here on ➡️ Embedding iFrames.


      The Leads feature is a powerful tool to optimize your marketing and streamline the process of managing prospective customers. Upgrade to the Growth Plan today to take full advantage of this feature, and start converting leads into loyal customers. 🔥