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V2: How to set up and embed a lead pop-up form (3 min read)

Create a customizable form to collect lead information and add it directly to your website — no coding required.

Updated: April 21. 2026

Table of contents

 

Permissions and accessibility

Staff access:

  • Admin: Full access

  • Manager: Full access

  • Staff: No access

MyStudio plan restrictions:

  • Starter: Not available

  • Growth: Not available

  • Scale: Full access

  • Amplify plus add-on: Full access

 

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Before you start

The form includes a Program Interest field, which pulls from your V1 lead settings. Set up your program interest options in V1 before creating or editing a form — otherwise this field will be empty.

 

To add program interest options:

  1. Log in to your MyStudio V2 account.

  2. Go to Contacts > Leads > Settings.

  3. Click Program Interest.

  4. Click Add New Fields and enter your options.

Learn more about Program Interest for leads.

 

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How to create a form

  1. Log in to your MyStudio V2 account.

  2. Click Tools in the right-hand menu.

  3. Select Lead Pop-Up Form.

  4. Click + Create New Form in the top right.

  5. Enter a name for your form and click Continue.

  6. You'll be taken to the form builder to design and customize your form.


 

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How to edit a form or template

The steps are the same for editing an existing form or a template.

  1. Locate the form or template you want to edit.

  2. Click the three dots under the Actions column on the far right.

  3. Select Edit.

 

 

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What fields can I include?

Every lead pop-up form includes the following fields:

  • First name

  • Last name

  • Email address and/or phone number

  • Program interest

 

Important: These fields must stay on the form and be marked as required. They're needed for MyStudio to successfully create a lead profile when someone submits.

 

 

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How to edit form fields

  1. Open the form in edit mode (see How to edit a form or template).

  2. Click on the field you want to edit in the form preview.

  3. Click the pencil icon next to that field on the left side of the screen.

  4. Make your changes and save.


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How to share or embed your form

To get your form link or embed code:

  1. Locate the form you want to share.

  2. Click Share under the Actions column on the far right.

  3. You'll see a Form URL (shareable link) and an HTML embed code.

 

To share the form link:

Copy the URL and send it directly — via email, text, or social media.

 

To embed the form on your website:

  1. Copy the HTML embed code from the Share screen.

  2. Log in to your website builder or hosting platform.

  3. Find the page or section where you want the form to appear.

  4. Add an HTML block or Embed Code widget to that area.

  5. Paste the HTML code and save.

 

Don't manage your own website? Send the HTML code to whoever does — they can embed it for you.



 

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How to test your form

Submit the form yourself as if you were a lead. Then check your Leads section in MyStudio. If your submission appears, the form is working.


 

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What happens after someone submits the form

When a lead fills out and submits the form, they automatically appear under Leads in your MyStudio account.

From there, you can follow up manually, engage your lead via Amplify, or set up automations to engage them right away.

 

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Frequently asked questions (FAQs)

 

Do I need to know how to code?

No. The form builder is designed to be used without any coding knowledge.

 

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Will the form work on a website built by someone else?

Yes. Share the HTML embed code with your website provider and they can add it for you.

 

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Can I set up an automatic response after someone submits?

Yes — two options:

  • Amplify can automatically text the lead, answer questions, and guide them toward booking a trial.

  • Lead automations let you set up triggered follow-up sequences.

Learn more about Amplify · Learn more about lead automations

 

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