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Engagement

Create and publish lead forms

Design inquiry forms, review drafts, publish public links and QR codes, and follow up with leads.

What this does

Forms stay private while in draft. Publishing makes the public link and downloadable QR code available to visitors.

Step by step

1

Build a draft

Add questions, required fields, consent wording, brand colors, and a thank-you message.

2

Preview before publishing

Review the form and thank-you screen at phone, tablet, and desktop sizes.

3

Publish and share

Publish the approved version, then copy the public link or download its QR code for a layout.

4

Manage inquiries

Search, filter, update status and notes, set follow-up dates, or export the inbox to CSV.

Related guides

Create a multi-zone screen layoutDivide a display into zones for playlists, clocks, messages, tickers, and QR calls to action.Configure lead notificationsSend tenant-specific inquiry alerts and connect an optional webhook to another portal.