How To Collect Leads With FastBots Using the Lead Form
Learn how to enable and customise the FastBots Lead Form, choose the information you want to collect, configure email notifications, test the form and find captured leads in Contacts.
Open FastBots, select the chatbot you want to use, click Appearance in the left menu, then choose the Lead Form tab.
Turn on Lead Collection and enter a clear title, such as “Enter your details to start”.
Choose when the form appears. Enable “User must complete lead form to start chat” to show it immediately, or leave it off to use Advanced Keyword Triggers during the conversation.
Select the information you want to collect. Name, Email, Phone Number and Message are available. Use the Required switches and drag handles to control completion and order.
Click Add Custom Field if you need extra information. You can add up to four custom fields, so keep each label short and specific.
Customise the submit button text, button colour and thank-you message. The live preview on the right shows exactly what visitors will see.
If you collect personal information, enable Privacy Policy and link to your published privacy notice. Review the preview, then click Save Changes.
To receive an email when a lead is captured, open Contacts, click Configure Emails, enter one or more comma-separated addresses, then click Save.
Captured leads appear in Contacts automatically. Open a contact to review its conversations and details, or use Export when you need a CSV copy.
