What Is a Lead Form?
A lead form is a form that viewers must fill out before accessing a document. You can collect visitor information such as names and email addresses and manage it alongside document analytics data.Adding a Lead Form
Open the Motion Editor
From the document detail page, click the Edit document button to open the Motion Editor.
Setting the Form Position
The lead form marker appears between page thumbnails in the left sidebar. Drag the marker to move it between the desired pages. The form is displayed to viewers before the page following the marker position. For example, if you place the marker between pages 3 and 4, the form appears when the viewer navigates to page 4.Configuring the Form
Selecting the lead form opens a settings panel on the right side.
Load from Templates
You can load lead form templates saved in your space. Saving frequently used form configurations as templates makes repeated setup convenient.Title and Description
- Title: Enter the title displayed at the top of the form.
- Description: Enter a purpose statement or instruction text for the form.
Adding Fields
You can add the following field types:| Field Type | Description |
|---|---|
| Collects an email address. Format validation is applied automatically. | |
| Text | Collects free-form text such as name or company. |
| Checkbox | Allows selecting multiple options, useful for consent items. |
| Radio | Allows selecting one option from multiple choices. |
Required Field Setting
Toggle the required setting on a field to make it mandatory for viewers to fill in.Agreement Text
You can add legal text such as consent for personal data collection.Viewer Experience
When a viewer opens a document with a lead form, the form is displayed at the configured position. The viewer must complete the form to access the subsequent pages.Collected information can be reviewed on the document analytics page.