---
title: [V2] How to set up and embed a lead pop-up form (3 min read)
description: Build and customize lead-generating pop-up forms in MyStudio. Embed on any site, collect leads, and automate responses—no coding required.
---

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1. [Help Center](https://help.mystudio.io/?hsLang=en)
2. [Version 2 \[V2\]](https://help.mystudio.io/version-2-v2?hsLang=en)
3. [Tools](https://help.mystudio.io/version-2-v2?hsLang=en#tools)

# \[V2\] 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](https://help.mystudio.io/v2-lead-pop-up-form#permission-and-accessibility)
- [Before you start](https://help.mystudio.io/v2-lead-pop-up-form#before-you-start)
- [How to create a form](https://help.mystudio.io/v2-lead-pop-up-form#how-to-create-a-form)
- [How to edit a form or template](https://help.mystudio.io/v2-lead-pop-up-form#how-to-edit-a-form-or-template)
- [What fields can I include?](https://help.mystudio.io/v2-lead-pop-up-form#what-fields-can-i-include)
- [How to edit form fields](https://help.mystudio.io/v2-lead-pop-up-form#how-to-edit-form-fields)
- [How to share or embed your form](https://help.mystudio.io/v2-lead-pop-up-form#how-to-share-or-embed-your-form)
- [How to test your form](https://help.mystudio.io/v2-lead-pop-up-form#how-to-test-your-form)
- [What happens after someone submits the form](https://help.mystudio.io/v2-lead-pop-up-form#what-happens-after-someone-submits-the-form)
- [Frequently asked questions (FAQs) ](https://help.mystudio.io/v2-lead-pop-up-form#frequently-asked-questions)
- [Was this article helpful?](https://help.mystudio.io/v2-lead-pop-up-form#article-helpful)

---

### 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

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.](https://help.mystudio.io/leads-overview?hsLang=en#program-interest)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdUsUiKX4xm4yanxawj7tMI7HmjkRTp5Cn4v136Th1mMYAU6wNILWdGF0RXYcHYdlJKBvl3HYrQ16C1JCkVl48xDNDlmwWeHOOEb4Hv4AesXUXta70hXuvY-fE7izCt_MJCrL_RjQ?key=X8mY4MmpiSTYqxVXzyjW4aaw)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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**.

 

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXej4XFMZ0tNi7so6A7PTUPpCHGhlZZt4vNnKOkCP7oHkKtCNRTQEmGgWqZGVW-WfMLF501CsscLK6FLa1ZTQ_VY5055aktrpscmhMEn1_YTiLOfknEeXSFmX76Z1MGhIwv2SpwjJQ?key=X8mY4MmpiSTYqxVXzyjW4aaw)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.

 

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcxa3nBnJ_V3pn68-e1mPTm5GJsklDVudmD5p_yG0dJMeqj86yR1Tsn1f2Jg7mo3xYK4PBq1fMIfY4_EZ7gInmxFZJ2HmLjxK8pdv4OtGHzAx3qL6w5SDaajUCyZ8DaBP1jAfMddw?key=X8mY4MmpiSTYqxVXzyjW4aaw)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### How to edit form fields

1. Open the form in edit mode (see [How to edit a form or template](https://help.mystudio.io/v2-lead-pop-up-form#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.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfC4igf1qHzBhBeLeVxAZPgSfuCOMcnls0Tf0IBXqJhG9qAFwOIS7aeLcd_rm77OL8OyROUA7qwiRkrVDeTumiF2v6E-sE96KUy2x5P1DFsnqZ8USj8Fm1QTUCK0LSP42xAOs0CqA?key=X8mY4MmpiSTYqxVXzyjW4aaw)

.  ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0pLlGpzcwxC5oBEhQgDYJYEFYF-nxEHp_e6CM442I6jzdegw4-XzcuweGeK_febzHUHNKnBX7Cft9CVFkJX1gmJCXP2o6ZYpXpr0UPIQzgEYLZB4sxjnaNAjDoEujlrR5K11JpA?key=X8mY4MmpiSTYqxVXzyjW4aaw)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcO3yngX0IwrCIGNc1e1x_VBG_HOy6q4ryGj_K5ox9hrawuAaQUOubL2qY1BVendlmtcKvtbeyd-5lWt257IewJzUMrinfO6trl7xtvZIP1nS_C1KO2peGx55AgW9ivQchsusiJ8w?key=X8mY4MmpiSTYqxVXzyjW4aaw)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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](https://help.mystudio.io/v1-amplify?hsLang=en), or set up [automations](https://help.mystudio.io/leads-custom-campaigns?hsLang=en)to engage them right away.

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

### 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.

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

 

#### 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.

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

---

 

#### 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](https://help.mystudio.io/amplify?hsLang=en) · [Learn more about lead automations](https://help.mystudio.io/leads-custom-campaigns?hsLang=en)

 

[^ Back to top](https://help.mystudio.io/v2-lead-pop-up-form#TABLE)

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