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What are lead forms and how can I use them for my business?

Lead forms are digital forms that collect information from potential customers (leads) who express interest in your business, products, or services. Typically, they ask for details like a lead's name, email address, phone number, and specific preferences or needs. The information collected helps businesses qualify and follow up with leads in a personalized manner.

How your business can use lead forms

Our lead forms are designed to do more than just capture information—they’re a powerful tool to grow your fitness studio in multiple ways:

  1. Connect with Google Ads: Use our lead forms alongside Google Ads to seamlessly capture potential members' information. Whenever someone clicks on your ad, their details flow directly into your system, allowing you to instantly follow up and maximize ad ROI.

  2. Track Partnerships with Attribution: If you’re collaborating with local businesses or influencers, our lead forms make partnership attribution a breeze. You can see exactly where your leads are coming from, allowing you to nurture those partnerships more effectively.

  3. Perfect for Presales and Upselling: Whether you’re launching a new studio or promoting additional services like nutrition coaching, teacher training, or personal training, our lead forms help you get started even before you make your first sale. They provide a smooth way to initiate conversations and build interest in upsell products, setting the stage for future growth.4. Track and Manage Lead Sources: Our lead forms allow you to track predefined lead sources such as Facebook, Google, Direct, and Walk-In. Additionally, you can create custom lead sources by adding specific fields to your forms, enabling you to attribute leads to campaigns or platforms like Instagram or specific partnerships. Tags can also be used to categorize leads (e.g., "Summer Promo" or "Influencer X"), providing deeper insights into your lead generation efforts. Integration with platforms like Google Ads (using UTM parameters) and Meta/Facebook Lead Ads ensures seamless tracking and attribution.

How to set up a Lead Form

  1. Go to Lead Management > Set up > Intake Forms

  2. Select New Form

  3. Enter the following information:

  4. Name: internal name for the form - this will not be shown to clients

  5. Title: name that the client will see

  6. Subtitle: A description of the form. The subtitle is displayed on the public form page and does not display on checkout pages.

  7. Redirect URL: the URL where users will be redirected after form submission

  8. Custom lifecycle stage: The stage the client will be put into after completing the form. If not selected, it will follow the default lead stage as defined in settings.

  9. Custom lead source: A custom lead source for this form. If left blank, it will default to 'form response'. Note that while you can assign a custom lead source label to a form, Arketa does not support adding entirely new lead source types to its predefined list (e.g., Facebook, Google, Direct, Walk-In).

  10. Show for these templates (optional)

  11. Leave empty if you're using this for embedded forms or landing pages.

  12. Show for these pricing options and communities

  13. Leave empty if you're using this for embedded forms or landing pages.

  14. Add new field: A great way to customize the form to your business! These will be the questions that will be displayed on the form

Lead Source Management and Tracking

Arketa provides predefined lead sources such as Facebook, Google, Direct, and Walk-In, which are automatically attributed based on the lead's origin. For campaigns or platforms not covered by these predefined sources, you can use forms to create custom lead sources by adding specific fields (e.g., "Instagram" or "Meta Campaign"). Tags can also be applied to categorize leads (e.g., "Summer Promo" or "Influencer X"), offering additional tracking flexibility.

Integration with External Platforms

  • Google Ads/Analytics: Use UTM parameters in your campaign URLs to capture attribution data.

  • Meta (Facebook) Lead Ads: Connect Facebook Lead Ads to Arketa to automatically import leads.

  • Custom Forms for Campaigns: Create unique forms for each campaign or partner source and use their links in ads to ensure proper attribution.

Limitations and Workarounds

  • Predefined lead sources cannot be edited. Use custom forms or tags as a workaround.

  • For tracking Instagram leads, create a custom form and attribute leads to "Instagram" as the source.

  • Commission tracking can be managed using tags or profile notes.

Automations Based on Lead Sources

Once lead sources are set up, you can configure automations in Arketa to streamline follow-up actions. For example, leads from specific campaigns can trigger tailored email sequences or task assignments.

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