Creating a Lead Form
Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections.
Important: this feature requires the paid Operations add-on.
Lead Forms give you a secure way to capture and manage inbound leads. Every submission automatically creates a contact and deal, so you can respond faster and grow your pipeline with less effort.
Steps to Create a Lead Form
Go to your Account Settings > Leads > Forms section and click to add a +New Form.
A template form will appear which you can make adjustments to.
Internal Name: This name is used only inside PaintScout to help you identify the form.
External Title: This is the title and description displayed on the form for your leads to see.
Each Lead Form is made up of three sections:
Project Details
This section collects information about the customer’s painting project.
It includes a built-in question designed specifically for painting contractors that asks about the type of project. You can choose from pre-made icons or upload your own custom images to match your services and branding.
You can also add additional custom questions to better understand the scope of the project.
There is also an "Upload Images" functionality that you can toggle on or off to allow leads to upload helpful images and files.
Contact Details
This section captures the lead’s contact information. Any information collected here is saved directly to the contact, and in some cases, the deal. You can also rename some fields to better match your brand voice or the way your team works.
First name and last name are required so PaintScout can automatically create a contact and deal
Email and phone number correspond directly to the contact's information. These fields can be required or not.
To reduce the chances of having duplicate contacts in PaintScout, we recommend checking Required on the email field.
Address, city, state, zip/postal code are not required fields but correspond to the deal and contact's address information. These can be toggled on or off to show on the lead form, and can be fully customized.
To ensure your new deals and contacts have the most accurate location information in PaintScout, make sure to show all address fields on your lead forms.
Lead source corresponds directly to the deal's lead source, and on a first submission, it is also saved to the contact (after this point, the lead source will have to be updated on the contact manually).
It is not a required field and can be toggled on or off on your lead form.
You can customize the label text shown on the form.
When a new lead source is added to your Account Settings, make sure to review your lead forms to ensure that each form is capturing all desired lead sources. Learn more
Preferred contact method links to the contact's page. This can be customized on your lead form and can be toggled on or off.
Appointment
This section is for capturing information about the appointment, like what time of day is the lead available etc.
Re-order your lead form sections for extra customization
Once you have customized all your questions, make sure to click Save Changes at the top of the page.
Next, customize what happens after a lead submits the form.
Go to the Settings tab and choose one of the following options:
Show default confirmation page
Display a confirmation message after submission. You can customize the text shown on this page.
Redirect to external site
Send leads to a specific URL after they submit the form, such as a thank-you page or scheduling link.
Next, set the Acquisition Source of the form.
PaintScout tracks two different types of lead sources on each deal:
Acquisition Source: where the form was submitted, such as your website or an ad
Lead Source: reflects the customer's answer to how they heard about your business, such as referral, Google search, or word of mouth. Learn more
When your form is ready, you can share it via link or embed it on your website.
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