The lead form in Tripleseat matters because it connects the top of your sales funnel (i.e. your website) to Tripleseat. By placing that form on your website, visitors can enter their contact info and details about their prospective event such that it flows directly into Tripleseat as a New Lead. This eliminates manual data entry on your end and frees up your time so you can get straight to the business of following up with that potential business.
This article explains the three different types of lead forms available in Tripleseat.
The most popular option is the embedded form. For this your web person can go to Settings> Lead Forms > Setup Codes and grab the embed script they need. Then, they can use this article to put the form on your guys' site. That does require some knowledge of HTML and CSS, but the advantage of going this route is that you can customize the font and color to better align with your branding.
Hosted Lead Form
The easiest version of the lead form to place on your site is the hosted form. For that, your web person could go to Settings> Lead Forms > View Live Page to the right of the form in question. They can copy the URL at the top of the page and then paste it into a call to action button on your website, like Submit an Event Request. That way, when visitors click the button, it would redirect them to that other page with the form. An example of how the hosted form looks can be found here.
The downside with this form is it can only be somewhat customized to take on your company brand. It also requires that visitors leave your website, which is why we generally recommend using the Embedded Form.
API Lead Form
This version of the lead form requires the most technical know-how to implement, and it would require you to hire a developer to build out a custom form from scratch using our open API. Folks like this route if they have a super particular aesthetic in mind, or if they want to custom fields on the form that are not already included. All additional fields you create through the API lead form will come into Tripleseat in the "Additional Information" section of the lead. That textbox has a limit of 2,500 characters, so be sure to keep that in mind when designing any additional fields. Should you be interested in the API form, please check out this article.
Don’t have an IT person?
If you don’t have an IT person and need help getting the Tripleseat lead form onto your website, Tripleseat partners with Flyte New Media who would be happy to assist. Their team will add up to three forms to your company website for $250. You can learn more about their services HERE.
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