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Lead capture overview

Customize, embed, and test your Ressio lead capture form



The Lead capture form in Ressio helps you collect client inquiries directly from your website and send that information into your Ressio account.

You can use the lead form settings to: 

  • Add your website domain

  • Choose which fields appear on your lead form

  • Mark fields as required or optional

  • Preview the form before adding it to your website

  • Copy the embed code for your website

  • Test that new leads are coming into Ressio correctly

This guide walks you through how to configure, embed, and test your lead capture form.

Table of Contents

  1. Step 1: Open the Lead form settings.
  2. Step 2: Add Your Website Domain
  3. Step 3: Configure Your Lead Form Fields
  4. Step 4: Preview the Form
  5. Step 5: Embed the Form on Your Website
  6. Step 6: Test the Form on Your Website
  7. What Happens After a Lead Form is Submitted 
  8. Email Notifications for New Leads
  9. Best Practices

Step 1: Open the Lead form settings.

  1. Go to Company settings -> Lead form.

  2. On this page, you can configure and preview what it will look like before adding it to your website. 


    Screenshot 2026-07-16 at 2.32.09 PM

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Step 2: Add Your Website Domain

Before your lead form can be used on your website, you need to add your website domain.

  1. In the Site Domian field, enter your website domain.
    1. Example: https://www.ressiosoftware.com
  2. Click Update.

    Screenshot 2026-07-16 at 2.36.31 PM

Note: If you enter extra details in the URL, Ressio will automatically trim the domain for you.

For example, if you enter a longer page URL, Ressio will clean it up and save the correct website domain.

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Step 3: Configure Your Lead Form Fields

Use the lead form configuration options to decide what information you want to collect from potential customers.
 
Depending on the available fields in your account, you may be able to configure details such as:
  • First name
  • Last name
  • Email
  • Phone number
  • Project description
  • Address
  • Budget estimate low
  • Budget estimate high

For each available field, review the configuration options.

Show or hide fields

Choose whether a field should appear on your public lead form.

For example, if you want to collect a project address, make sure the address field is visible. If you do not need budget information yet, you can leave that field hidden.
 
Mark fields as required or optional
 
A required field must be completed before someone can submit the form.
 
An optional field can be left blank.
 
Use required fields carefully. If too many fields are required, some visitors may not finish the form. We recommend requiring only the information your team needs to follow up.
 
The fields that are locked and required by default are: 
  • First name
  • Last name
  • Email

Screenshot 2026-07-16 at 2.48.56 PMArrange the field order

You can arrange the order of the fields by using the up and down arrows on the left hand side of each field name. 

Screenshot 2026-07-16 at 2.44.55 PM

Hit "✔️ Save changes"
 
When ever you make changes, don't forget to hit the ✔️ Save changes button in order to save your changes and see them in the preview section.
 

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Step 4: Preview the Form

Use the preview panel on the right hand side to confirm that your form looks correct.
 
In the preview, check that:
  • The field appears in the correct order
  • Required fields are marked correctly
  • The form is easy to read
  • The form does not ask for unnecessary information
✅ The submit button in the preview does not submit real lead information. It is used to test form layout and required-field validation.

For example, you can use the preview to confirm that a required email field must be completed before the form can be submitted.

Screenshot 2026-07-16 at 2.59.18 PM


 

Step 5: Embed the Form on Your Website

After your form is configured, copy the embed code and add it to your website.

  1. On the Lead Form settings page, find the provided HTML code at the bottom of the page. 
  2. Click Copy. 
  3. Open your website editor or website builder.
  4. Go to the page where you want the lead form to appear.
  5. Paste the copied code into the correct location on the page.
  6. Save, deploy, or publish your website changes. 

Once your website is published, the Ressio lead capture form should appear on your website.

Screenshot 2026-07-16 at 3.07.32 PM

✅ If you are not sure where to paste the code, contact the person who manages your website and share the copied HTML code with them.

 

Step 6: Test the Form on Your Website

After the form is added to your website, always test it before sharing the page with customers. 

  1. Open the live website page where the form was added.
  2. Fill out the form as if you were a potential customer.
  3. Make sure all required field work as expected.
  4. Submit a test entry.
  5. Confirm the lead information appears in Ressio.

Testing helps confirm that:

  • The form is loading correctly
  • The correct fields are visible
  • Required fields are visible
  • Submitted information is being sent to Ressio

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What Happens After a Lead Form is Submitted

When someone submits the lead capture form, Ressio creates a new prospect project.
 
You can find the submitted lead in:
 
Company Overview -> All Projects -> Prospects
 
The Project name is created using the following format:
 
First Name Last Name - prospect
 
For example:
 
Jane Smith - prospect
 
Information entered on the form, such as email, phone number, and project description, will automatically populate into the project details.
 

Screenshot 2026-07-16 at 3.23.38 PM

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Email Notifications for New Leads

Ressio can send email notifications when a new lead is submitted.
 
To manage your lead notification settings:
  1. Open your profile menu that can be found in the bottom left hand corner of any page on desktop by clicking the 3 little dots. On mobile, click "More" on the panel found on the bottom of your screen then hit the 3 little dots. 
  2. Select Email Notifications.
  3. Find Leads.
  4. Toggle lead notifications on or off. 

When lead notifications are turned on, you can receive an email when a new lead comes in through your website form.

Desktop

Screenshot 2026-07-16 at 3.28.42 PM


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Mobile
 

Screenshot 2026-07-16 at 3.32.50 PM

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Best Practices

Use these tips to create a clear and effective lead capture form.

  • ✅ Keep the form simple - Only ask for the information your team needs to start the conversation.

  • ✳️ Make the most important fields required - Required fields should usually be limited to basic contact information, such as name, email, and phone number.

  • ❓Avoid asking too many questions - A shorter form is easier for potential customers to complete.

  • 💯 Test after every change - Any time you update the form fields, domain, or website embed code, submit a test entry to confirm everything is working correctly.

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Need Help?

If your form does not appear on your website, or if submitted leads are not showing in
 
Ressio, check the following:
  • Your website domain is entered correctly in Ressio.
  • The embed code was copied and pasted correctly.
  • Your website changes were published.
  • You submitted the test from the live website page, not only from the website editor.
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!