Use a Lead Intake Form to collect important contact details from prospective clients via your website. When someone fills it out:
Email → they’re automatically opted into marketing emails
Phone number (optional) → if provided, the user is automatically opted into SMS
Set Up Your Lead Intake Form
Basic
Step 1: Create the Form
From the main navigation menu on the left, go to Marketing → Lead Sources & Forms.
Click the Lead Forms tab → then click Create a Lead Intake Form to open the form setup area.
Step 2: Set Internal Info & Notifications
Give your form a Name and Description (for internal use only)
Check the box: “Email Location Managers when lead received”
If your account is part of a franchise, only associated Location Group managers will be notified
Step 3: Add the Location Field (If You Have Multiple Locations)
When enabled, users see a “Pick a location” dropdown
You can choose to make this field required
📌 Here’s how it works:
If the client does not have a Home Location, the selected location becomes their Home Location
If the client already has a Home Location, it stays the same — but the selected location is still recorded in the Lead Form Responses table
⚠️ Important:
The Location field cannot be renamed or customized
→ It connects directly to the CRM and Lead Tracker
→ Required for accurate recordkeeping and reporting
Layout
Step 4: Choose the Layout
Form Title: This title will appear at the top of your form
Pick a layout for how your form will appear on the page:
No image
Image at the top
Image on the left
Fields
Step 5: Add Fields and Form Elements
These fields are required:
First Name
Last Name
Email
Optional fields:
Phone Number (can also be set as required)
Location (if using multiple locations)
Style
Step 6: Customize the Design
Set the following:
Submit Button Text (e.g. “Join Now” or “Get Started”)
Message on Form Completion (confirmation message after submission)
Color Settings for buttons and fields
💡 Fonts are pulled from your Widget & App Settings
→ Use the “Widget Settings” link to update font styles
Content
Step 7: Final Settings
Terms and Conditions are pre-set and required
Preview the form before publishing to make sure everything looks right
How to Embed the Lead Form on Your Website
Once submitted, the client will show up on your Contacts page with:
Status: Account Created
Source: The name of the lead form
Lead Forms are meant to be embedded directly into a website page — not shared as standalone links like widgets.
🔧 To Get the Embed Code:
Go to Marketing Suite → Lead Intake Form
In the list, click the stacked papers icon under the Code column
Choose your embed style (Inline, Auto, Manual)
Click Copy Code
Paste the code into your site’s HTML
⚠️ Note: Walla Support cannot assist with embedding the code into your website or any third-party platform.
