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Capture leads and match them to contacts

Set up the form. Each submission lands on the page, where you can turn it into a contact.

Updated 2 min read

Who can do this: Agent and above (Super Admin, Team Lead, Agent)

Where: web only

On this page

The point of a landing page is the form at the bottom. A visitor leaves their name and a way to reach them. The enquiry lands on the page’s Contact Form tab, and from there you turn it into a contact in one click.

Watch the steps in Lukkio (about 45 seconds)

Set up the form

  1. Open the page in the editor.
  2. Scroll to the bottom and click the enquiry form section (Enquire Form in the panel).
  3. Type the Button Label.
  4. Click Save. On a live page, click Publish & Get Link to put the change live.

The form asks for the visitor’s name, email and phone, and on some templates a message. The agent shown above the form, with licence, email and phone, is the one you picked for the page.

Read the enquiries

  1. Open Webpage Builder and click the page.
  2. Click the Contact Form tab.

Contact Form tab listing enquiries with Name, Phone, Email and Contact columns

Contact column What it means
Yes Matches an existing contact by email or phone.
– Not a contact yet.

Create a contact

  1. Click the ⋯ on the enquiry’s row.
  2. Click Create Contacts. A new contact is created from the name, email and phone on the enquiry.

For an enquiry that is already a contact, the menu shows View Contacts Profile instead. If the contact is locked, it shows Request Access, and you choose Viewer or Editor access, the same levels as when a contact is shared. See Data visibility and “Request access”.

Check what happened

Each submission counts as an engagement on the page.

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