If you want to add a Leadformly form to your website, you’re in the right place. Whether you’re a marketer tired of clunky old forms, or you just want to capture leads without fighting with code all day, this guide’s for you.
I’ll walk you through the whole process, step by step. I’ll also point out where things can go sideways, what actually matters, and what’s not worth stressing about. No fluff—just what you need to get it working and live.
Why Use Leadformly, Anyway?
Let’s get this out of the way: Leadformly isn’t magic. But it does make it a lot easier to build forms that look good, work on mobile, and don’t tank your conversion rates. You get templates, conditional logic, and analytics—stuff you’d otherwise have to cobble together from multiple plug-ins.
If you’re still using the default “Contact Us” form that came with your website theme, you’ll probably see an improvement just by switching to something more focused and flexible.
Step 1: Build Your Form in Leadformly
1.1 Sign Up or Log In
Obvious, but let’s not skip it. Go to Leadformly and sign up, or log in if you already have an account. If you’re just kicking the tires, start with their free trial.
Pro tip: Don’t get hung up on pricing yet. You can build and preview your forms without paying a cent.
1.2 Create a New Form
- Click “Create New Form” (the big button—you can’t miss it).
- Pick a template that fits your goal (e.g., contact, quote request, booking).
- Name your form something you’ll recognize later.
Reality check: The template you choose isn’t permanent. You can change the look, questions, and logic at any point, so don’t overthink it.
1.3 Customize Your Questions
- Add, remove, or edit fields to match what you actually need.
- Use conditional logic if you want to show or hide questions based on previous answers.
- Set up notifications if you want to get an email every time someone fills out the form.
What to ignore: Don’t waste hours tweaking colors and fonts at this stage. Focus on getting the questions right and the form working.
1.4 Preview and Test
- Hit “Preview” to see how your form looks on desktop and mobile.
- Fill it out yourself to make sure it works. Check for typos, broken logic, or confusing fields.
Pro tip: Send the preview link to a colleague and ask them to try it. Fresh eyes catch stuff you’ll miss.
Step 2: Grab the Embed Code
Once your form is ready, it’s time to get the code you’ll use to add it to your website.
2.1 Find the Embed Option
- From your Leadformly dashboard, find your form and click “Embed” (usually in the form options or a dropdown).
- You’ll see a code snippet—looks like a chunk of JavaScript.
2.2 Choose How to Embed
Leadformly offers a couple of embed options:
- Inline Embed: The form shows up right where you place the code. Good for contact pages or landing pages.
- Popup Embed: The form appears when someone clicks a button or link. Useful if you want the form less “in your face” or triggered by an action.
Pick the one that fits your page. For most folks, “Inline” is the way to go.
2.3 Copy the Code
Highlight the full embed code and copy it. Don’t try to memorize or edit it—it needs to go in as-is.
Heads up: Don’t email yourself the code and lose track of it. Paste it somewhere handy (like a notes app), but you can always come back and re-copy it if needed.
Step 3: Add the Form to Your Website
This is where things can get a little tricky, depending on what you use to manage your site. Here’s how to do it on the most common platforms.
3.1 WordPress
Using the Block Editor (Gutenberg)
- Go to the page or post where you want the form.
- Add a “Custom HTML” block.
- Paste the Leadformly embed code in that block.
- Preview to make sure the form appears correctly.
Using Classic Editor
- Switch to the “Text” tab.
- Paste in the embed code where you want the form.
- Update or publish.
Watch out for: Some page builders (like Elementor or WPBakery) have their own HTML widgets—use those if you’re using a builder, but the same paste-and-go approach applies.
3.2 Squarespace
- Edit the page where you want the form.
- Click an “Insert Point” and choose “Code”.
- Paste the Leadformly embed code.
- Click “Apply”.
Squarespace quirk: The live preview may not always show the form, but it’ll usually show up when you publish.
3.3 Wix
- Go to the page editor.
- Click “Add” > “Embed” > “Custom Embeds” > “Embed a Widget”.
- Paste the code into the box.
- Resize the widget area so the form isn’t cut off.
3.4 Plain HTML Sites
- Open your HTML file in a text editor.
- Paste the embed code where you want the form to appear.
- Save and upload.
What doesn’t work: Don’t try to paste the code into a Word document or Google Doc and upload that. The code only works in actual HTML pages or website builders that allow custom code.
Step 4: Test the Embedded Form
Don’t just assume it’s working—test it in the real world.
- Open your live website (not just the editor preview).
- Fill out the form yourself. Check that submissions go through and notifications arrive.
- Try it on your phone and another browser. Sometimes scripts get blocked or layouts break in weird ways.
Pro tip: If the form doesn’t show up, try clearing your browser cache or using an incognito window. Sometimes old scripts get stuck.
Step 5: Troubleshoot Common Problems
The form isn’t showing up
- Double-check that you pasted the whole code snippet.
- Make sure you’re not pasting into a section that strips out JavaScript (some platforms do this for “security”).
- Look in your browser console for errors (right-click, “Inspect,” then check the “Console” tab). If there’s a red error related to Leadformly, reach out to their support with a screenshot.
The form looks wonky or cut off
- Resize the embed area if your builder allows it.
- Check if your site’s CSS is clashing with the form. Sometimes aggressive CSS resets can break things.
- If all else fails, try the popup option instead of inline—it’s less likely to get mangled by your theme.
The form doesn’t send submissions
- Make sure you’ve set up notifications in Leadformly.
- Check your spam folder.
- Try a different email address for testing.
What to ignore: Don’t bother tweaking settings you don’t understand just to “see if it helps.” Stick to the basics unless you know what you’re doing.
Step 6: Optimize and Iterate
Once your form is live and working, don’t just leave it and hope for the best.
- Watch your analytics in Leadformly. Are people dropping off halfway? Try simplifying questions.
- Ask yourself: Are you getting the kind of leads you want, or just more noise?
- Tweak copy, rearrange questions, or experiment with different triggers (like popups or sticky bars).
But: Don’t obsess over perfection. A form that’s 80% right and live will outperform a “perfect” form that never leaves draft mode.
Wrapping Up
Embedding a Leadformly form isn’t rocket science, but you can burn a lot of time if you get sidetracked by the wrong details. Focus on getting a simple, clear form live, test it, and only tweak from there. If something feels broken or way harder than it should be, it probably is—ask for help or try a different approach. Keep it simple, keep it moving, and remember: forms are there to start a conversation, not stop one.