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      2. V2

      V2: Lead Pop Up Form

      Create and customize pop-up forms in MyStudio to collect lead information and generate leads. Edit, manage, and embed forms easily from the form section – perfect for adding to your website or other platforms.

      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

       

      How do I create a lead pop up form?

      1. Login to your MyStudio V2 account.

      2. Click on “Forms” on the right-hand side. 

      3. Under “Forms”, select “Lead pop up form.”

      4. Click the “+ Create New Form” button in the top right.

      5. You will receive a pop up prompting you to create a form name. Enter a name for your form, then click “Continue”

      6. You’ll be taken to the form builder where you can design and customize your lead form.



      How do I put in program interests for leads?

      To put in a program interest, you will need to do this in your V1 account.

      1. Login to your V1 Account
      2. Go to “All Customers”
      3. Go to “Leads”
      4. Go to “Settings”
      5. Click on “Program Interest” 
      6. Click on “Add new fields”

      Learn more about Program Interest for leads  »




      How do I edit a template?

      To edit a template, 

      1. Locate the template you want to edit.
      2. Click the three dots under the “Actions” column on the far right.
      3. Select “Edit” from the menu that appears.

      How do I edit an existing form?

      To edit an existing form,

      1. Locate the form you would like to edit.
      2. Click the three dots under the “Actions” column on the far right.
      3. Select “Edit” from the menu that appears.

      What fields can I include in the lead pop up form?

      The lead from includes the following required fields:

      • First name
      • Last name
      • Email address and/or phone number
      • Program interest

      Tip: Ensure your desired program interest options are set in your V1 lead settings before creating a new form or editing a template.

      Important: Make sure these fields are marked as required as it must remain on the form and filled out to allow the system to successfully create a lead profile.

       

      How do I edit or modify the fields in the lead pop up form?

      To edit the fields in a form:

      1. Create a new form or locate the existing form you want to modify
      2. Click the three dots under the “Actions” column on the far right
      3. Select “Edit” from the drop down menu
      4. An editable version of the field will open
      5. Click on any field in the form preview to access its settings. 
      6. On the left side of the screen, click the pencil icon next to the field you wish to edit.

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      How do I share a form?

      To share a form, 

      1. Locate the form you would like to share.
      2. Click the “Share” button under the “Actions” column on the far right.
      3. A Form URL link and an embedded HTML will appear. 
      4. You can share this form by sending this link or embedding it in all your platforms.

      Tip: There are instructions within this section on how to embed your form.


      How do I embed my form on my website?

      To embed your form on your website, 

      1. Get the HTML code from the Share option in your form builder in MyStudio.
      2. Log in to your website builder or website hosting platform.
      3. Create or edit a pop up 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 into the block and save your changes.

      Tip: If someone manages your website for you, you can send them the HTML code and ask them to embed it for you.

       

      Do I need to know how to code to use the lead pop up form?

      No! The form builder is simple and user-friendly. You can create and customize your form without writing any code.

       

      Will the form work on my website, even if it’s built by someone else?

      Yes! You can share the HTML code with your website provider, and they can easily embed the form for you.



      How do I know if the form is working?

      You can submit a form yourself like a lead if you would like to test it. Then you can check your Leads section in your MyStudio account. If you see your submission, the form is working.


      What happens after someone submits the form?

      When a lead fills out the form, they will automatically appear under leads in your MyStudio account.

       

      Can I set up an automatic response after someone submits the form?

      Yes, you can set up an automatic response to engage with leads after they submit their information. Amplify, our AI chatbot, can send messages directly to the lead’s phone, respond to their questions, and guide them toward signing up for a trial.

      Learn more about Amplify »

      To streamline your outreach, you can also set up lead automations.
      Learn more about lead automations »