To get to a lead form's settings, select the gear icon. When you're done making changes, select Save & Exit.
Form link preview settings
A lead form's form link preview settings control what leads will see when you send them the form link. Here's how to update these settings:
Thumbnail: Hover over the image > select the pencil icon to edit or replace the image or the trash can icon to delete the image
Form title: Enter a new lead form title
Form link: Select the end of the URL > edit it to better match your brand
Automation settings
A lead form's automation settings control what happens when a lead submits the form. Here's what each of these settings do:
Send a confirmation email upon submission: When this is toggled ON, a confirmation email will get sent to the lead when they submit the form
You can click Preview to preview the email, but note that this email cannot be edited
If you'd like to customize the confirmation email, consider connecting the lead form to an automation instead
Automations
Select Go to automations to build an automation that's triggered based on lead form submission
If you connect the form to an automation that includes a "welcome email," make sure the confirmation email option (above) is toggled OFF to ensure your leads don't receive duplicate outreach
Submission settings
Your submission settings control what happens after a lead submits the form.
Incoming leads recipients: This lets you automatically add/notify team members about incoming inquiries through the form
Select Add/edit team members > select team member(s) and choose their recipient status(es)
Incoming leads project creation: This lets you choose to add the lead form submission details to an existing project, if one already exists for the lead; or create a new project each time the form is submitted
Toggle Group all submissions from the same client under the same project ON or OFF
Send leads to a URL of your choice: This lets you control where clients will be redirected to upon form submission
Toggle Send people to this URL after the confirmation page ON > enter a redirect URL
Automatically apply tags: Choose if you'd like to automatically add project or contact tags to the leads that come in through the form
Project type assignment: Choose if you'd like to automatically apply a project type to all projects created upon the form's submission
Service block settings
This section is visible only if you've added a services block to the lead form.
Toggle Generate a standalone invoice ON or OFF
This lets you control whether or not a draft invoice should be created in the project upon form submission, containing the lead's service selections
If toggled ON, select the template that will be used for the draft invoice
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!