Most lead forms suck. They’re either too long, too generic, or ask for way more than they give. If you’ve ever set up a form and wondered why nobody fills it out, you’re not alone. This guide is for anyone who wants to use Leadformly to actually get more (and better) leads—without annoying your visitors or wasting time on fancy features you don’t need.
Let’s walk through, step by step, how to create a lead form in Leadformly that doesn’t just sit there—it actually converts.
Step 1: Get Clear on Your Goal (Don’t Skip This)
Before you even open Leadformly, figure out what you actually want from your form. More leads is not a real goal. Do you want demo bookings? Newsletter signups? Qualified sales calls? The more specific you are, the better the form you’ll build.
Why it matters:
A form for “anyone interested” gets you junk leads. A form for “busy HR managers who want a payroll demo” gets you people you actually want to talk to.
Pro Tip:
Write down your single, specific goal. Keep it in front of you as you build.
Step 2: Start a New Form in Leadformly
Now, log into Leadformly and click “Create New Form.” You’ll see a bunch of templates for different industries and use cases.
What works:
- Pick a template closest to your goal (don’t obsess—just pick one).
- You can always add/remove fields later.
- Don’t let “template paralysis” slow you down.
What to ignore:
- Don’t get distracted by fancy templates if they don’t fit your use case.
- You don’t need every bell and whistle. Less is often more.
Step 3: Map Out Your Questions (Don’t Ask for Everything)
This is where most people go wrong. You don’t need to ask for 12 pieces of info up front. Every extra field drops your conversion rate, period.
How to choose your questions: - Only ask what you actually need for the next step. - Prioritize questions that help you qualify leads, not just collect random info. - If it’s “nice to have,” skip it.
Examples: - Name and email? Usually enough for a newsletter. - Booking a call? Maybe add phone number and company name. - Want to pre-qualify? Add a dropdown or multiple choice for company size, budget, etc.
Pro Tip:
Multi-step forms convert better than long, single-page forms. Break your questions into small, easy steps.
Step 4: Edit and Organize Your Form Fields
Leadformly lets you drag and drop fields, add logic jumps, and customize pretty much everything. Here’s what actually matters:
- Order matters: Start with super-easy questions (name, email) to build momentum.
- Use logic jumps: If you need to, show/hide questions based on previous answers. But don’t overcomplicate—use only if it helps.
- Field types: Use dropdowns, radio buttons, and checkboxes instead of open text where possible. It’s faster to fill out and easier to analyze later.
What to ignore: - Don’t use “required” on every field—just the ones you truly need. - Don’t make people type if you can help it.
Step 5: Write Clear, Human Copy (Ditch the Fluff)
Most lead forms read like they were written by a robot. Keep your language clear, conversational, and focused on what the user gets.
Tips: - Use plain language. “What’s your email?” not “Electronic Mail Address.” - Tell them what happens next. (“We’ll email you a demo schedule.”) - Use microcopy (those little explanations under fields) only where it helps.
What works: - Small bits of reassurance: “We’ll never spam you.” - Explaining why you need info: “We ask for company size so we can match you with the right specialist.”
What doesn’t: - Generic hype like “Unlock your full potential!” Nobody believes it. - Overly aggressive calls to action. “Submit” is fine, but “Start Your Million Dollar Journey Now!” isn’t fooling anyone.
Step 6: Design for Simplicity, Not Flash
Leadformly gives you design options—colors, fonts, buttons. This is where people can waste hours tweaking things that don’t really move the needle.
What matters: - Make sure the form is easy to read. - Use high-contrast buttons. - Make it mobile-friendly (Leadformly does a decent job by default, but check).
What doesn’t:
- Fancy gradients, weird fonts, or background images. They usually just distract.
Pro Tip:
Use your brand colors, but stay readable. If your company orange makes text hard to read, dial it back.
Step 7: Set Up Notifications and Integrations
Once your form is ready, decide what happens when someone submits. Do you want an email alert? Push to your CRM? Both?
Leadformly options: - Email notifications to your team - Direct integration with CRMs (like HubSpot, Salesforce), or via Zapier to almost anything - Add people to your email marketing tool
What works: - Send leads straight to the person who will follow up (not just a generic inbox) - Test integrations before you go live—don’t assume it “just works”
What to ignore: - Don’t rely on just saving leads in Leadformly’s dashboard. Export or integrate somewhere you’ll actually see and use them.
Step 8: Test Your Form (Like a Real User)
This sounds obvious, but you’d be amazed how many forms break or annoy real people.
Checklist: - Fill it out yourself, on desktop and your phone. - Try wrong answers (invalid emails, empty required fields) to see if errors are clear. - Submit a test lead—did you get the notification? Did it go into your CRM?
What works: - Get a colleague or friend to try it. Watch where they hesitate or get confused. - Fix anything even slightly annoying.
What doesn’t: - Don’t skip testing because you’re in a hurry. Broken forms = zero leads.
Step 9: Embed and Launch
Leadformly gives you a snippet to add to your website or landing page. You can embed it almost anywhere that takes HTML.
Tips: - Put your form where people actually see it—above the fold, not buried at the bottom. - Don’t add distractions (popups, autoplay videos) near your form.
Pro Tip:
If you’re running ads, create a dedicated landing page with just your form and nothing else to distract.
Step 10: Monitor, Tweak, and Repeat
No form is perfect out of the gate. Watch what’s happening and be ready to improve.
What to track: - Number of views vs. number of completions (conversion rate) - Drop-off points (where people abandon the form) - Quality of leads (are you getting who you want?)
Tuning tips: - If lots of people start but don’t finish, the form’s too long or confusing. - If you get junk leads, add a qualifying question. - If leads dry up, try simplifying or changing your call to action.
Don’t:
Change five things at once. Tweak one thing, see what happens, then adjust again.
Keep It Simple. Iterate Often.
Building high-converting lead forms in Leadformly isn’t about piling on features or copying someone else’s template. It’s about thinking like your user, asking only what matters, and making it dead simple to say yes. Skip the fluff, keep testing, and remember: a good form helps both you and your future customers.
Now go build something people actually want to fill out.