Product media placeholder
Replace this area with a screenshot or short walkthrough video during the media sweep.
A lead capture form should collect just enough information to help your team respond quickly. In Faster, the form, the page that hosts it, customer sync, tracking, and follow-up all need to work together.
What this guide helps you do
- Plan the fields a visitor should fill out.
- Create a form that can save submissions and support customer follow-up.
- Publish or place the form on the right website page.
Before you start
- Know the offer or request the form supports, such as contact, quote request, consultation, waitlist, or download.
- Decide which fields are required and which are optional.
- Include an email field if the submission should create or update a customer record.
Do it manually
- Open Forms and review any existing forms so you do not create a duplicate.
- Create a new form with a clear name and description.
- Add fields for the information your team needs to qualify and respond.
- Turn on customer sync when the form collects email and should feed follow-up.
- Create or update the website page that hosts the form.
- Submit a test entry and confirm it appears in the form submissions table.
- If follow-up is needed, connect the form to an Audience or journey after the form is working.
Ask Faster AI
- Create a lead capture form for a free consultation. Ask for name, email, phone, service interest, budget range, and preferred contact time. Also create the matching website page.
- Create a short quote request form and make sure submissions can sync to customers for follow-up.
- Review this lead form and suggest fields I can remove so it is easier to complete.
Review before publishing or using the form
- Submit the form yourself before sharing the page.
- Check required fields, labels, confirmation behavior, and mobile layout.
- Confirm email is collected if customer sync or email follow-up is expected.
- Avoid collecting sensitive information unless your business process truly requires it.
Common issues and fixes
- If no submissions appear, confirm the page is published and the form on the page is connected to the intended form.
- If customer sync is off, add or map an email field and turn sync on.
- If the form is too long, split intake into the first-contact fields now and ask deeper questions later.
Welcome email examples
For examples of what to send after someone completes the form, read the welcome email sequence examples. Welcome Email Sequences That Turn Signups into Customers.
AI form building practice
For using a short business brief to get the first draft of a lead form, then reviewing fields, validation, customer mapping, and the page, read the AI form building article. Describe a Form, Get a Form: AI Form Building in Practice.
Smarter Forms workflow
For how Faster connects the form, source tracking, customer mapping, submissions workspace, and follow-up path, read the Smarter Forms product article. Smarter Forms: Tracking, Mapping, and Follow-Up Built In.
Portfolio sites that win clients
For how creative portfolio sites turn attention into inquiries with a short form and one useful qualifying field, read the portfolio site article. Portfolio Sites for Creatives: Show the Work, Win the Client.
Consultant client machine
For a professional-services example of a qualifying form that separates real opportunities from low-fit inquiries, read the consultant client machine article. The Consultant's Client Machine: From Inquiry to Retainer.
GRC Consulting customer story
For a senior professional-services lead form that asks only what triage needs before the conversation, read the GRC Consulting customer story. A 30-Year Auto-Industry Veteran's One-Person Firm: GRC Consulting.
Placeholder media
- Screenshot placeholder: add an annotated screenshot of create a lead capture form with names, emails, submission values, and private tracking details blurred.
- Video placeholder: add a short walkthrough that starts from Forms, shows the manual path, then shows how to ask Faster AI for the same outcome and review the result.