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Manage settings for a lead form
Manage settings for a lead form

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

Updated over a week ago

Lead form settings handle some actions like the lead form's name, what happens when the lead submits the form, and what happens after the form is submitted.

To get to a lead form's settings, select the gear icon. When you're done, select Save & Exit.


Form link preview settings

A lead form's form link preview settings manage what leads will see when you send them the form. 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 manage 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

  • Trigger an automation upon form submission: When this is toggled ON and an automation is selected from the drop-down, that automation will trigger when the lead form is submitted

    • If you toggle this option ON, and the automation includes a "welcome email," make sure the confirmation email option is toggled OFF to ensure your leads don't receive duplicate outreach

  • Choose if you'd like to automatically add project or contact tags to the leads that come in through the form


Submission settings

Your submission settings manage what happens after a lead submits the form.

  • Add/edit team members > select team member(s) and choose their recipient status(es)

    • This lets you automatically add/notify team members about incoming inquiries through the form

  • Toggle Send people to this URL after the confirmation page ON > enter the redirect URL

    • This lets you redirect leads to a URL of your choice upon form submission


Service block settings

This 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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