Publish a tested lead form, add the supplied website script, and verify that a visitor’s inquiry reaches the right sales team.
Before you start
Have access to edit your website or coordinate with the person who does. Finish and test the form in Releventful first.
In Releventful
Open Communication & Clients > Manage Lead Forms and select the form.
Check its questions and required fields. Turn on Publish/Unpublish; the Try out form and Copy Website Form Script controls become available for a published form.
Click Copy Website Form Script and paste the supplied code into the intended website page. Publish that page.
Open the public page in a private browser window and submit one clearly labeled test inquiry.
Click Pipeline in the top bar or Manage Contacts. Find the new lead and confirm its brand, source, owner, and contact details; check whether an enabled campaign scheduled a follow-up.