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Lead Intake Form | Walla Support Center

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Lead Intake Form

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

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.

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

  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

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

    • 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

    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

    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

    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

    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

    First Name

    Last Name

    Email

    Optional fields:

    • Phone Number (can also be set as required)

    • Location (if using multiple locations)

    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

    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

    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

    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

    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.