Creating Onspot forms

Creating Onspot forms

Lead capture at your events, conferences, and trade shows are often tedious and strenuous. With Onspot forms, lead data capture at your events and gatherings is easy and fast.

Here's how to create a new OnSpot form


Create a new OnSpot form

  1. From the Navigation Toolbar, click Lead Generation and choose Lead Source.
  2. On the Lead Source page, click OnSpot subtab.
  3. Click Create form to begin creating a new form.
  4. Enter the Event/Trade show name and specify the Mailing list that you want your leads to be saved to.


  5. Click Create to go to the form editor and customize your form.
  6. Click Save and close to create the form.
  7. Click GoLive.

  8. Enter the time at which you want the session to end.
  9. You'll be able to see the time left for the session to end depending upon your selection.


You can create multiple sessions by following the regular session creation steps and making them live. You can see consolidated and individual reports of your sessions in the page.



Edit a Live or Offline OnSpot form?

  1. From the Navigation Toolbar, click Lead Generation and choose Lead Source.
  2. On the Lead Source page, click OnSpot subtab.
  3. Select the form that you want to edit.
  4. Click the edit icon found on the right side of either a Live or an Offline form preview to access the form editor.
  5. After you finish creating your form, click Save and Close to save the form and go back to the OnSpot summary page.
  6. Click GoLive on the OnSpot summary page to activate the form.


Note:
  • The specified trade show/event name is the lead source for the incoming leads from your events.
  • The trade show's/event's name will be saved in the Lead source in a lead's detail view.
  • Use the QR code to let leads access the OnSpot form across different (e.g., Tablet, Mobile phone)
  • You cannot create more than one OnSpot form. However, you can edit the existing and live OnSpot form and use it for another event.
  • To drag and drop a field to your OnSpot form in the form editor, click Field settings on the left side of the page.

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