Advice and answers from the Callyzer Team

Callyzer Lead Capture Form Guide

Overview

This guide provides step-by-step instructions to set up and configure the Lead Capture Form Connector in Callyzer.

With this, you can easily generate an HTML code that will create a web form which you can integrate into your website to capture leads in Callyzer.

It can also be used to capture Google Ads leads. After integrating this form into your website, you can use the URL of this web form as a landing page in Google Ads. When a user clicks your ad, they will be redirected to this form, fill in their details, and submit them. These details will then be captured as a lead in Callyzer.

Prerequisites

• You must have an active Basic + Lead plan to use this connector.
• You must have a website where you can integrate this HTML form to start capturing leads.

How to Activate the Connector

• Navigate to the Connectors menu in Callyzer.
• Select LeadCapture Form.
• Click Try for 15 Days.
• On the Purchase Summary screen, click Activate Trial.
  • Note: If you have already used the free trial, you will not see the option to try it again.

How to Configure the Connector

• Navigate to the Connectors menu and click Configure for LeadCapture Form.
• Click on Create Form.
• Enter the Form Title (optional): This will be displayed as the heading in your web form.
• Enter the Form Description (optional): This will be displayed as the body text in your web form.
• Select the Fields you want to include in your form.
  • First Name and Phone Number are mandatory fields.
  • Other fields are optional and can be marked as mandatory if required.
• Enter Terms & Conditions URL (optional): Adds a Terms & Conditions link at the bottom of the form.
• Enter Privacy Policy URL (optional): Adds a Privacy Policy link at the bottom of the form.
• Enter the Button Name (mandatory): For example, “Submit” or “Save”.
• Enter the Form Name (mandatory): This is for internal identification.
• Enter the Allowed Domain (mandatory):
  • Example: If your form is hosted on https://callyzer.co/, enter callyzer.co.
• Enter Redirect URL (optional): The page where the user will be redirected after submission.
• Enter Success Message (optional): This message will be displayed after successful form submission.
• Preview your form on the right-hand side.
• Select Lead Assignment Options as per your requirement.

Generate the HTML Code

• Click Save.
• Click Copy Code to copy the generated HTML code.
• Create an HTML webpage using this code and integrate it into your website.

How to Check the Logs

• Navigate to Connectors → LeadCapture Form → Configure.
• Go to the Logs section to view form submission logs.