--- title: Lead Intake Form | Walla Support Center description: lead intake form --- [Skip to content](https://support.hellowalla.com/lead-intake-form-walla-support-center#main-content) English Show submenu for translations ![](https://support.hellowalla.com/hs-fs/hubfs/38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png?width=120&height=35&name=38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Walla Knowledge Base](https://support.hellowalla.com/?hsLang=en) 2. [Sales & Marketing Center](https://support.hellowalla.com/sales-marketing-center?hsLang=en) June 12, 2026 # Lead Intake Form | Walla Support Center 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** 1. From the **main navigation menu** on the left, go to **Marketing → Lead Sources & Forms**. 2. Click the **Lead Forms** tab → then click **Create a Lead Intake Form to** open the form setup area. ### **Step 2: Set Internal Info & Notifications** 1. Give your form a **Name** and **Description** (for internal use only) 2. 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: 1. Go to **Marketing Suite** → **Lead Intake Form** 2. In the list, click the **stacked papers icon** under the **Code** column 3. Choose your embed style (Inline, Auto, Manual) 4. Click **Copy Code** 5. 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. 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