Adding a comment field to a Lead Capture Widget

The Lead Capture Widget allows you to collect specific information from clients. On occasion, your clients may want to include specific notes or comments, such as personal notes or inquiries. You can easily allow them to do this by including a comment field on the widget.

To add a comment field to the Lead Capture Widget:

  1. Create a new custom field:
    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Clients.
    4. On the Clients menu, click Edit Fields.
    5. Click ADD CUSTOM FIELD.
    6. Next to Field Name, type “Comments”
    7. Select the Public option.
    8. Next to Field Type, select Text from the list.
    9. If desired, click the arrow buttons to change the number of Rows to determine the size of the comment area.
    10. Click SAVE.
  2. Add the field to a Lead Capture Widget:
    1. Click the App Drawer button .
    2. On the Setup menu, click Website Widgets.
    3. On the Website Widgets menu, click Lead Capture.
    4. Click the skin to which you want to add the comment field.
    5. Under Fields, set the DISPLAY option next to Comments to ON.
    6. Select the REQUIRED checkbox next to Comments if the field should be required when filling out the lead capture form.
    7. Click NEXT.
    8. Click NEXT.
    9. Click SAVE.
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