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Configure a lead form's settings
Configure a lead form's settings

Manage link preview, automation, and submission settings for your lead form.

Updated this week

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!

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