How to Capture Leads in Your Sleep with Dubsado!

The beginning of any client relationship is crucial. You want to wow them and put your best foot forward so they feel confident in investing in your services.

When a lead reaches out to you, it’s important to be organized right out the gate. Back and forth emails can quickly become cumbersome, with information spread out across your inbox.

Don’t waste time tracking down that information to stay on top of your client workflow! What you need is a lead capture form, and Dubsado is a great place to start!

For those of you who’ve been around for a while, Dubsado is one of the core programs that keep my business operating smoothly, even when I’m not behind the computer!

Dubsado has a great feature called a Lead Capture Form. The name is pretty straight-forward: it captures information about your lead so you can better serve them from the get-go.

So how do you start using lead capture forms anyway?

Well, I’m glad you asked, because that’s exactly what I’m talking about today!

 
The beginning of any client relationship is crucial. You want to wow them and put your best foot forward so they feel confident in investing in your services.  When a lead reaches out to you, it’s important to be organized right out the gate. Back and forth emails can quickly become cumbersome, with information spread out across your inbox.  Don’t waste time tracking down that information to stay on top of your client workflow! What you need is a lead capture form, and Dubsado is a great place to start!
 

Create a Lead Capture Form

The first thing you have to do is make the form! In the sidebar on the left, locate the Templates link at the bottom. A drop down menu will appear below Templates. Go ahead and click that top button labeled Forms.

 
Templates in Dubsado
 

This will open the forms you’ve created. It will look something like this:

Forms in Dubsado

On the far right, you’ll see a list labeled “Lead Capture.” You may even have a few already listed there, but we’re going to start from scratch today. Click the plus button on the top right of the list.

You’ll see a super basic form that looks like this:

A Basic Lead Capture form in Dubsado

Not to worry! I’m going to show you exactly how to style it to match your brand.

Use Elements for Collecting Information

First things first: we have to decide what information we’re collecting!

You may already have a list of questions you ask your potential clients now. Consider adding them to your lead capture form so the information is stored in one place.

Example Lead Capture Form in Dubsado

I kept this one pretty basic for the purpose of this example: first and last name, email, phone number, website, type of service desired, desired start date, and anything else they would like me to know about their project.

You can add any elements you want using the elements tab on the right side of the form!

Map Text Boxes to Fields

This part’s important. Without a place for this information to go, it’s just going to sit on the form, which doesn’t do anyone any good!

The good news is that Dubsado makes it easy peasy to send information to the right places, which helps you automate more in the long run!

Click into one of the text boxes you’ve created. You’ll see I chose First Name:

Mapping Fields in Dubsado

When you click into a text box, the panel on the right will open. At the bottom, you’ll see a field with a drop down menu labelled “Maps to.” Click the drop down menu and you’ll see something like this:

 
Fields in Dubsado
 

You’ll see at the bottom that I’ve added some custom fields (such as Pinterest, Facebook, Organization Project Budget, etc.). But because this is a first name, I’m just going to map it to Client First Name. This allows the form to plug the name into my client’s first name in my address book without me having to input it manually!

What’s great is that you can automatically implement a workflow to trigger upon submission of the lead capture form. You could set up an email to automatically send saying,

Hey {Client First Name}!

Thank-you for reaching out to me! I’ll be in touch soon to go over your project.

Have a wonderful day!

The form will auto populate their first name into the email, making it look more personal even though it was automatically sent by the program! So you can focus on the actual going over the project information instead of taking time out of your day to send the email!

Style the Form

Finally, we want to add a little flavor to this form. If you remember, the form started like this:

Screen Shot 2018-06-26 at 11.29.54 AM.png

But, we can change our fonts, colors, and headings to make it look sleek and on-brand!

To add a header or logo, choose the “Image” block under the Elements panel:

 
Image Element in Dubsado
 

A panel will open on the right, allowing you to upload the file you want, and size it the way you want!

 
Image Panel
 

You can change the font and font color under the settings panel:

Font Styling in Settings Panel of Dubsado

Here is my completed form!

Click the “Save as Template” button at the top and voila! You now have a completed lead capture form!

Grab the Code

Your form won’t get very far sitting in your Templates folder. So next we have to put it on your website!

Click back into your new lead capture form. You’ll see a couple of buttons on the top right: “Edit” and “Share.”

Completed Form in Dubsado

Click the “Share” button and this little box will pop up.

HTML for Embedding Form on Your Website

Grab the HTML in the first box by selecting it and copying it!

Embed the Form on Your Website

If you don’t know by now, I’m a Squarespace user all the way. Their platform is so intuitive, and it’s so easy to rearrange, add, or remove at the drop of a hat!

Squarespace also makes it super easy to embed code into your website!

All you have to do is add a new block, either by clicking the plus button on top or one of the dark gray tabs in the page content (you’ll see it when you hover over the content).

You’ll have to scroll a bit, but under More you’ll see a </> Code button.

 
Code Blocks on Squarespace
 

Click that and a box will open that looks like this:

Coping the Dubsado Lead Capture Form HTML Code into a Code Block on Squarespace

Copy your code in and hit the apply button.

And that’s it! You’re new lead capture page will look something like this:

 
Completed Form on Squarespace
 

Once your lead hits the “Submit” button, everything will automatically map to your leads info in your Address Book! It’s so easy and it saves you so much time right out the gate!

Where to Next?