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Creating a Leadbox

Leadboxes are high-converting, customizable opt-in forms that can be embedded on almost any site. This guide will cover how to create (and personalize) a new Leadbox from scratch, so you can start gathering leads and growing your list. Here are the four basic steps:

  1. Create and name your Leadbox
  2. Customize and add content
  3. Set up your form
  4. Publish your Leadbox to your site

Getting started

To create a new Leadbox, navigate to the Leadboxes® tab in your account dashboard. Then, click Create Leadbox

TIP: If you prefer to use our Standard Leadboxes, you can create one by clicking the drop-down arrow next to the Create Leadbox button. 

Next, choose a descriptive name for your Leadbox and click Start Building to open the Leadbox builder.

Customizing and adding content

All new Leadboxes include a few widgets to get you started, including a progress bar, some text, and a form. Click any widget to customize it, like the text widget shown below: 

Adding new content

You can customize your Leadboxes with additional content widgets. Here’s how:

  1. Click the widgets icon in the left-hand sidebar. 
  2. Choose a widget and drag it onto your Leadbox.

You can learn more about each widget here: Drag & Drop Widgets

TIP: Be careful not to add too much content to your Leadbox. Typically, the highest-converting Leadboxes are laser-focused—more in-depth content is better-suited for a landing page. 

Moving and deleting elements

Hover over any widget to move or delete it. A blue shaded area will indicate where your widget will move as you drag and drop, which is shown below.

Setting up your form

Each Leadbox includes a form widget by default. In most cases, you’ll want to customize the following parts of your form:

  • your integration settings: where you’re sending lead data
  • your form fields: what information you collect from visitors
  • follow-up: what happens after someone submits your form

For details on customizing and setting up your form widget, please see our article here: The Form Widget.

Publishing your Leadbox

Now that you’ve created your Leadbox, it’s time to publish it to your site. Click Publish in the top-right corner of the Leadbox builder to explore the available options. For a full guide on publishing your Leadbox, please see Publishing Your Leadboxes


(Updated March 17, 2017)

Please let us know if you have additional questions.

You can always file a support ticket if you have additional questions by clicking the Support button in your dashboard shown here or clicking here to file a support ticket.

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