Lead Capture forms ask your visitors to complete a form before offering them access to a whitepaper, discount code, or other reward in exchange for permission to contact them.
Step 1: Create a New Form in your favorite forms plugin
Start by creating a new form in your favorite forms plugin. We recommend and natively support Contact Form 7 (free) and Gravity Forms (paid), but you can use any forms plugin you like.
When you create your form, you can add as few or as many fields as you’d like.
Step 2: Create a new Goal with Before & After
In your WordPress dashboard, find the Goals menu. Under this menu, select “Add new Goal” – this will take you to the page for adding a new Goal.
This step has 3 parts:
- A) In the Before meta box, select your new form
- B) In the After meta box, add a link to your reward
- C) Save your Goal
Here is each part in more detail:
A) In the Before meta box, select your new form
Contact Form 7:
Make sure the radio button for “Show a Contact Form 7 form” is selected, and that your form is chosen in the drop down.
Make sure the radio button for “Show a Gravity form” is selected, and that your form is chosen in the drop down.
Other Form Plugins:
Make sure the radio button for “Show the following text” is selected, and then paste the shortcode for your form into the text box. You’ll also need to copy the complete_goal shortcode for this goal from the Shortcodes meta box, and paste it into the confirmation page of your form.
B) In the After meta box, add a link to your reward
Select “Link to a file for download”, and then enter the URL of your whitepaper for download. Your users will be shown a clickable link to the PDF after they complete the form.
C) Save your Goal
Save your Goal by clicking the Publish button. Once you’ve done so, go ahead and copy the first shortcode from the Shortcodes metabox (it will look like [goal id=”1234″]).
Step 3: Display your Goal anywhere on your Website
Paste the shortcode you just copied into any Post or Page on your website. You can also add it as a sidebar widget (visit Appearance -> Widgets and use the Before & After – Goal widget).
Now when visitors see that page they will first see your form. When they complete the form, they will then be given a link to download your whitepaper.
If a visitor comes back to the page, they won’t have to complete the form again (until their cookie expires). However, if they share the URL with a friend or colleague, that person will have to complete the form to gain access themselves.
Step 4: Track Conversions and watch your leads come in!
Use the Conversions screen to watch your leads come in! Its under the Goals menu.
We will capture any form data we can, and automatically match many fields (such as name and address). We’ll also do our best to determine where in the world your visitors are coming from. See all this data and more on the Conversions page.
Contact Form 7:
- How To Create a Lead Capture Form Using Before & After and Contact Form 7
- Contact Form 7 documentation