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Overview

The custom lead form is available on Blinq Business and Enterprise. View pricing →
The custom lead form sets which details a new connection fills in when they receive a card. Admins build it once and apply it across a workspace, so cards collect the same qualifying information every time. Admins configure the form at the template level and the campaign level. They can customize the fields, the form heading, and the button text, and they can require the form before the card is shown.

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Add a custom lead form to your card template

Each template supports one custom lead form.
Admins can attach a custom lead form directly to a card template, applying the custom form to all leads captured by any card on the template. In the Team templates section of the dashboard, you can add a custom lead form when you edit or create a template. In the template editor, select the Custom Lead Form tab.

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Add a custom lead form to your campaign

Each campaign supports one custom lead form.
Admins can attach a custom lead form directly to a campaign, applying the custom form to all leads captured while the campaign is active. In the Campaigns section of the dashboard, open the campaign details (View campaign) and custom lead forms can be added under the Event lead capture section.

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Form priority

Blinq applies forms in priority order. A custom lead form added to a campaign takes priority over a custom lead form added to a template. Custom lead forms always take priority over the default Blinq form. A campaign form applies for the length of the campaign. If a member is in two overlapping campaigns, the custom form for the most recently created campaign is shown. When a campaign ends or a member leaves it, the form falls back to the member’s template form, or to the Blinq default form if no template form is set.

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Lead capture mode (show the form first)

By default, a recipient sees your Blinq card first and can fill in the form afterward. Turning on Enable Lead Capture requires the recipient to complete the form before they can view the card.

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Making a custom lead form

1

Open the editor

Open the custom lead form editor from either the campaign view or template editor.
2

Set lead capture mode

Toggle Enable Lead Capture on or off.
3

Set the skip button

Toggle Add Skip form button on or off.
4

Set the heading and button

Set a custom form heading and button text, or leave them default.
5

Add and configure fields

Add the fields you want to collect: set their type, label them, and drag them into the order you want.The Identifying field and Primary contact fields are always required. Toggle your other fields as Required, or leave them as optional.
6

Save your changes

As you edit, a live preview shows how the form will look to a recipient. To start over, select Restore default form.

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Fields and customization options

Every form includes a required Name field and one primary contact field, either Email or Phone. Admins choose which other details to collect, set the label shown for each field, and drag fields to reorder them. Standard fields:
  • Email
  • Phone
  • Job title
  • Company
Custom field types:
  • Custom text for a free-text answer.
  • Dropdown for a single choice from a list of two to five options.
  • Checkbox for a checked or unchecked option.
Admins can add up to three custom fields on top of the required fields. Custom fields are saved to the workspace, so admins can reuse them on other forms. Any field except a checkbox can be marked Required.

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Where captured details appear

When someone submits the form, their answers are saved to the contact in Blinq. The submitted details appear in the contact view on the dashboard, iOS, and Android, alongside the rest of the contact’s information.

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Need help?

For any questions or issues, contact Blinq support or email support@blinq.me.