Standalone lead forms in Chatavise are a powerful way to collect contact information, grow your SMS subscriber list, and automate follow-ups—all without lifting a finger. This guide will walk you through how to manage and customize standalone lead forms in detail.



What is a Standalone Lead Form?

A standalone lead form is a form you can:

  • Share via direct link (text, social media, email)

  • Use as a middleware form that captures contact information before redirecting users to another destination (like a PDF, event page, or promotional content)

Standalone forms allow contacts to:

  • Enter key information

  • Opt-in to marketing SMS (if enabled)

  • Trigger automated workflows

Key Components of a Standalone Lead Form

1. General Information

  • Form Name:
    Internal-only name for your reference.

  • Submission Redirect Link:
    Directs users to another URL after they submit the form.
    Example: Use it as a gate to downloadable content like a PDF.

2. Form Fields

  • Default Fields: First Name, Last Name, Phone Number, Email

  • Additional Fields: Address, Inquiry, and more

  • Field Management:

    • Add, remove, or reorder fields in real-time.

    • Set fields as optional or required.

  • Live Preview:
    Any changes update instantly in the preview.

3. SMS Consent Settings

  • Marketing SMS Opt-In Checkbox:
    Allows users to actively opt into marketing messages.

  • Transactional Only:
    If the checkbox is removed, only transactional (non-marketing) messages are allowed.

Without consent, you cannot send marketing SMS.

4. Styling and Preview

  • Customize form colors, header, instructions, and thank-you message.

  • Upload an avatar or logo to display at the top of the form.

  • QR Code:
    Generate a downloadable QR code linked to your form, with adjustable size and color.

5. Locations (Multi-Business Support)

  • If you manage multiple businesses in Chatavise, you can allow users to select which location they’re inquiring about.

  • Useful for franchises or businesses with multiple branches.

6. Auto-Tagging

  • Automatically apply tags to contacts who submit the form.

  • Tags help segment contacts for future campaigns.

  • You can:

    • Select existing tags.

    • Create new tags directly from this screen.

7. Workflows (Automation)

  • Attach workflows to your lead form to trigger automatic follow-ups.

  • Workflows can:

    • Send immediate and future SMS messages.

    • Auto-assign contacts to team members.

    • Add or adjust tags.

    • Schedule actions without manual intervention.

Submitting a lead form is a trigger that starts the automation.

Workflow Example:

When a user submits the form:

  • The workflow sends an immediate text.

  • Additional steps (like scheduled follow-ups) run automatically.

Saving Your Changes

  • Click Save after making updates to fields, styling, locations, tags, or workflows.

Summary

Standalone lead forms in Chatavise allow you to:

  • Easily collect leads via shareable URLs.

  • Customize forms with dynamic styling and QR codes.

  • Grow your SMS subscriber list compliantly.

  • Trigger powerful automations to follow up instantly.

Whether you’re using forms as direct links, social posts, or gated content, you can streamline lead capture and follow-up in one simple workflow.

Next Steps

The next tutorial will cover how to manage web chat lead forms.

Need Help?

If you have questions:

  • Click the Get Help button in Chatavise.

  • Submit a ticket with your name, email, and description.

  • Attach screenshots for faster troubleshooting.