Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to create a new lead form

Grow your audience with easy to build lead forms, capturing potential attendees who aren’t ready to buy yet. Collect their details, nurture them with personalised emails and SMS, and boost ticket sales and conversions.

This guide will walk you through creating and embedding a lead form for your event website using the lead form builder.

  1. From the Home screen, click on the ‘Customers’ module on the left hand tab.

2. From the ‘Customers’ module  click on the ‘Forms’ tab then click the ‘Create form’  button to get started with the form build.

Setting up a new form 

  1. Enter a descriptive ‘Form name’ (visible only to you) to easily identify and manage your form in Flicket.
  2. Add a ‘Form heading’ that visitors will see when interacting with your form.
  3. Add an optional ‘Form description’ to provide clear context and set expectations about next steps for those visitors completing your form. 

How to add a form fields 

You can easily customise forms with the exact information you need to collect from website visitors. Simply toggle the form field switches right to make the fields compulsory or click the delete icon to remove them.  Email is always compulsory and can not be removed.  We recommend at a minimum always capturing First and Last name, and Email address along with permission to email to provide sufficient data to conduct further marketing activity and reporting on your lead performance.
 


Add or create new fields

To add additional fields to your form click ‘Add field’ then select the new field type from the options available. You can create and customise your own fields using the ‘Custom text’, ‘Custom checkbox’ or ‘Custom select’ field. 

Custom text - is a free form text field so you can ask any question. Perfect for open-ended questions, such as "How did you hear about us?", "What can we help you with today?" Visitors can enter detailed responses in their own words, providing you with valuable insights. 

Custom checkbox - Provides a tickable box for visitor consent or confirmation. Ideal for newsletter opt-ins, terms acceptance, or age verification. Creates a clear record of visitor agreements in your data.

Customer select - Offers a dropdown menu with predefined choices that you can create. This question type standardises responses for better data quality. Perfect for categorised questions where specific answer options are needed.

Change the order of fields

To change the order of how your form fields are displayed to visitors simply drag and drop the fields to their new location.

How to update the success message

The success message is a modal displayed to website visitors after they submit your lead form. Customise it with a personalised thank-you note, confirmation details, next steps, or a redirect to a specific page to enhance their experience and keep them engaged.

How to customise your form design 

To customise the form, scroll down to ‘Form Styles’ and click ‘Edit Styles’. Here, you can adjust the design to better reflect your brand identity by updating colors on the background, text and button colour.


You can further customise your form theme beyond the settings that are built into the form by using the custom CSS feature. Customising your CSS requires some familiarity with CSS and HTML.

Adding tags to a form

Adding tags to a lead form helps with organisation and segmentation of your lead data, and provides insights into the performance of your marketing activity . 

1. Better lead organisation

  • Tags categorise leads based on their lead source, or form type (e.g., "Motorsport LA," "Newsletter").
  • Makes it easier to sort and filter contacts in your CRM.

2. Personalised follow-ups

  • You can send targeted emails or texts based on the tags assigned (offering different promotions for “New customers” vs. “Returning customers”).

3. Tracking lead sources and campaigns

  • Tags help track which marketing efforts drive the most leads ("Facebook ad lead" vs. "Organic search lead"). 
  • Tracking this data is crucial to understanding the performance of your marketing spend and resource allocation.

In the ‘Customers’ module, navigate to the ‘Forms’ tab and scroll down to ‘Add Tag.’ Here, you can create new tags or apply existing ones to a segment and organise all captured lead data efficiently.


How to preview a lead form

It's a good idea to preview your lead form before making it live to ensure it looks right and functions properly for website visitors. To do this, open your form, scroll down to the bottom right, and click ‘Preview’ to check for any errors or design issues.


Embedding lead form on your website

After saving your lead form, an ‘Embed code’ modal will appear, displaying the code needed to add the form to your website.  If at any time you need to obtain the code again, you can do so from the ‘Forms’ tab by clicking on the menu to the right of the form name.

From here you can click ‘Get embed code’ to copy the script tag to be added to your websites header and the trigger element to be added to the button that will open up the lead form from your website.


1. Copy the script tag

Simply copy the ‘Script tag’ located in the 'Embed code' modal. 

2. Add the script tag to your website header

You have a few ways to do this, depending on your website platform you use.

 
If using an HTML website

  1. Open your website's HTML file.
  2. Locate the <head> section of your file.

Paste the script tag before the closing </head> tag.
html
CopyEdit
<head>

    <script src="https://your-form-script-url.js"></script>

</head>

If using WordPress

With a theme editor:
    1. In your WordPress dashboard, go to Appearance > Theme File Editor.
    2. Open the header.php file.
    3. Paste the script tag before </head>.
    4. Click Update File.

If using a website builder (e.g., Wix, Squarespace, Shopify)

  1. Go to your website settings.

  2. Look for Custom Code, Custom Scripts, or Header Code options.

  3. Paste the script tag into the header section.

  4. Save and publish your changes.

3. Save and test

  • Refresh your website to ensure the form appears correctly.
  • Check functionality by submitting a test form.
  • You can track the number of form submissions in the 

Updating a lead form

To update a lead form at any time, navigate to the ‘Customers’ module, then click on the ‘Forms’ tab. Next, select the menu (…) to the right of the form. From here, you can:

  • Edit the form
  • Preview how it appears
  • Get the embed code for adding it to your website 
  • Download lead form sign-up data
  • Delete the form if needed

Adding tags to a lead form for customer segmentation

Tagging customer data on lead forms is essential for better organisation of your data. It allows you to segment your leads to create personalised follow-up’s, track the performance of your marketing efforts and organise and filter your data in the CRM. 

Creating a new tag

  1. Navigate to the 'Add Tag' field.
  2. Enter your tag text.
  3. Click 'Create' to generate the new tag.

This action will automatically apply the tag to your lead form data. You can also add multiple tags to a form for better organisation and tracking.

VVIP tagging

Downloading lead data

Easily export your lead form data in just a few steps:

  1. Go to the ‘Customers’ module 
  2. Click on the ‘Forms’ tab 
  3. Find the form you want to download and click the three-dot menu on the right.

Select ‘Download sign-ups’. Your data will be downloaded as a CSV file for easy access and analysis.