Transcription
Hello again and welcome to the lead form tutorial. In this tutorial, we’re going to show you how to add a lead form from My Studio Manager to your existing website so you can start capturing new client inquiries right away. We’ll be working with a demo form that’s already connected to an automation, meaning when someone fills it out, their information is automatically added to your contact list and moved into the opportunity section. If you create a brand new form from scratch, you’ll also need to set up a new automation to handle this process.
Let’s get started.
Step 1: Navigate to Forms
First, log into your My Studio Manager account. Once logged in, head to the left-hand menu, click on Sites and select Forms. This is where all your forms are stored.
Step 2: Select the Form to Edit
Now, select the contact form you’d like to use. For this tutorial, we’ll be using the demo form, which already has an automation built in to import leads directly into the opportunity section. For now, go ahead and make any edits you’d like to the form by clicking on it.
Step 3: Customize the Form
You can adjust the form fields as needed. Just click on a field to edit it or drag in new fields if you want to ask for additional information like phone numbers or email addresses. Once you’re happy with the form, click save. If you’re using this demo form, you’re all set since the automation is already connected. But remember, if you create a new form from scratch, you’ll need to set up a new automation to process your leads.
Step 4: Get the Embed Code
Now that your form is ready, click the Integrate Form button in the top right corner. A window will pop up with the embed code. Click Copy Code to grab the code you’ll need to paste into your website.
Step 5: Add the Form to Your Website
Next, navigate to your website editor, whether it’s WordPress or another platform. Go to the page where you want the form to appear, switch to the HTML or code view, and paste the embed code. Save and publish the page, and your form will be live on your site.
Step 6: Test the Form
Once the form is live, test it by filling it out yourself. If you’re using the demo form, the information will automatically be added to your contact list and Opportunity section thanks to the pre-configured automation.
In My Studio Manager, you can easily set up automations to process new leads and ensure they’re automatically imported into the Opportunity section for follow-up. You can check out the knowledge base at support.myStudioManager.au if you get stuck.
And that’s it! You’ve successfully added a lead form to your website using My Studio Manager. Whether you’re using the demo form or creating a brand new one, you’re now ready to start capturing leads and growing your client base.
If you need help setting up automations for a new form or have any other questions, don’t hesitate to reach out.
Thank you for joining me. I’ll see you next time.
