Lead forms in Chatavise are powerful tools that help you collect valuable prospect information and automate follow-up workflows. In this guide, we’ll walk you through everything you need to know about managing lead forms, adding new ones, and understanding how each section of the lead form dashboard works.
What is a Lead Form in Chatavise?
A lead form is a form that can either:
Be shared as a standalone URL
Be embedded on your website
Be shared through web chat (with modal and contact forms coming soon)
Lead forms help you:
Collect subscriber or lead information automatically
Opt contacts into marketing text messages
Create new contacts directly in Chatavise
Trigger workflows and automations for follow-up communication
Example:
When a lead fills out the form, they can check a box to opt into marketing texts. Their information is saved automatically into Chatavise, where workflows can:
Auto-send follow-up messages
Auto-tag the contact
Assign team members automatically
Lead Form Display Types
Currently available:
Standalone: Shared via link or social media.
Web Chat: Embedded into your website's chat widget.
Coming soon:
Modal Forms: Pop-up style lead forms.
Contact Us Forms: Embedded forms for website contact pages.
Managing Lead Forms: Dashboard Overview
On the lead forms management page, you’ll see a table with key details:
| Column | Description |
|---|---|
| Form Name | The name you’ve given the lead form |
| Display Type | Standalone, Web Chat, or other display types |
| Locations | The business locations associated with the form (for multi-location businesses) |
| Tagging | Indicates whether contacts filling out the form are auto-tagged for segmentation |
| Workflows Attached | Shows if any automated workflows are connected to this form |
| Last Updated | Displays when the form was last edited |
| Actions | Buttons to edit or delete the form |
Key Features of Lead Forms
Tagging:
When a lead submits the form, you can automatically apply tags for segmenting and future marketing.Workflow Automation:
You can attach workflows to each lead form. When a form is completed, you can trigger:Automated follow-up texts
Team notifications
Additional tagging or custom workflows
Multi-Location Support:
If you manage multiple businesses, you can tie forms to specific locations and collect location-specific leads.Search Functionality:
Quickly search for forms by name using the search bar at the top of the dashboard.
How to Add a New Lead Form
Click Add New Form on the dashboard.
Enter a Form Name.
Select at least one business location.
Choose a Display Type:
Standalone (shareable link)
Web Chat (embedded on your website)
Click Save.
Tip:
Standalone forms are best for sharing via social media, email, or text.
Web Chat forms are best for collecting leads directly on your website.
Next Steps
Separate tutorials are available for:
Managing Standalone Lead Forms
Managing Web Chat Lead Forms
Need Help?
If you have questions:
Click the Get Help button in Chatavise.
Submit a support request with your name, email, and description.
Attach screenshots for faster assistance.
Summary
Lead forms in Chatavise allow you to:
Capture lead information automatically
Auto-tag and segment contacts
Trigger powerful workflows without manual intervention
Easily manage forms across multiple locations
Whether you’re embedding forms on your website or sending them via text or social media, Chatavise gives you the tools to streamline your lead capture and follow-up process.