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:
- Create and name your Leadbox
- Customize and add content
- Set up your form
- Publish your Leadbox to your site
To create a new Leadbox, navigate to the Leadboxes® tab in your account dashboard. Then, click Create Leadbox.
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:
- Click the widgets icon in the left-hand sidebar.
- Choose a widget and drag it onto your Leadbox.
You can learn more about each widget here: Drag & Drop Widgets.
Moving and deleting elements
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.