Prospect management
      Back to home
      1. Ressio Knowledge Base
      2. Feature guides
      3. Prospect management

      Lead capture overview

      The Lead capture form feature in Ressio makes it easy to integrate a custom form into your website to capture client inquiries directly into your Ressio account. This guide walks you through the setup process.

       

      Step 1: Access & configure the lead form settings

      • Navigate to Company settings & click on the Lead form page - This will take you to the configuration page where you can customize your lead capture form.

      Step 2: Add Your Website Domain

      • In the Site domain field, add the domain of your website (e.g., https://www.essiosoftware.com) and click Update

      Note: Don’t worry about extra details in the URL; Resio automatically trims them.

      Step 3: Preview and Configure the Form

      • On the right-hand side, you’ll see a Preview of the form

      Note: The submit button in the preview doesn’t submit actual data but allows you to test form validations (e.g., required fields like email).

      Step 4: Embed the Form on Your Website

      • Copy the provided HTML code from the configuration page to your clipboard using the Copy button

      • Access your website’s HTML editor or website builder. If you’re using a CMS (Content Management System), navigate to the section where you can edit the HTML

      • Paste the copied code into the desired location on your webpage

      • Deploy or publish your website changes. The form will now appear on your website.

      Step 5: Test the Form on Your Website

      • Once deployed, visit your website and locate the lead capture form

      • Fill out the form and ensure all validations work as expected

      • Submit a test entry to confirm functionality

      What Happens After Submission

      • Each submission creates a new project in the Prospects tab of the All projects page

        • The project will get created in the format of "<first name> <last name> - prospect"

        • Details like email, phone number, and project description entered in the form will populate automatically into the project details

      Video Tutorial


      For a step-by-step walkthrough, watch the embedded video below

      Need Help?

      If you have any questions or need assistance, please reach out to our support team. We’re here to help!