Filling out a form that has an "Track in Lead Nurturing" action

Apr 19, 2014 11:30 am

You can set up a form so that anyone who fills it out gets added to the Lead Nurturing module as a lead. To do this, you should create a form action:

  • Go to the Forms module in the Blue Interface
  • Switch to the Web Forms tab
  • Select the form you want to add lead tracking to and edit it
  • Switch to the Actions subtab
  • Click Add a new Action
  • After Then: select "Track in Lead Nurturing"
  • In the drop-down menu that follows, select a response chain to insert leads into.
  • Click Save.


Now, whenever a site visitor fills out and submits this form, that person will be added to the Lead Nurturing module as a lead.