How to Set Up a Lead Form in Chatavise

Welcome to this lesson! Today, we’re going to cover what a lead form is and walk through how to set one up—step by step. Let’s get started.

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What Is a Lead Form?

A lead form in Chatavise is a standalone form that businesses use to opt in or subscribe contacts and leads. You can share the form through a link or a QR code, allowing users to fill it out and submit their information.

Just like with keywords, you can tag contacts and automatically trigger a workflow to send them a text after they submit the form.

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Creating a Lead Form

1. Navigate to Lead Forms
   • Click Marketing at the top of the screen.
   • Then click Lead Forms (top right).
   • Click the Add Form button.
   • Name your form. (Example: Event Check-In)
   • Don’t worry—you can change the name later.
2. Choose an Inbox(if applicable)
   • If you see a field asking for an inbox, choose the appropriate one.
   • Then click away to continue.
3. Set Display Type
   • Under Displays, change from Web Chat to Standalone.
   • Click Save.

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General Tab

• Rename the Form (optional)
• Redirect After Submission
  • You can redirect users to a website, landing page, or video.
  • After making changes, click Update.

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Fields Tab

This is where you decide what info to collect.

• Click on any field to add it:
  • First Name
  • Last Name
  • Phone Number
  • Email
• Set Required vs Optional
  • Hover over a field to make it required or optional.
  • You can also remove it by clicking the trash icon.
• Add Consent
  • Click Marketing SMS Opt-In to include the legally required consent checkbox.
  • This ensures compliance when collecting text opt-ins.

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Locations Tab

• Ensure the correct location is assigned to the form.

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Style and Preview Tab

Here you can customize the look and feel of your form.

• Mobile Preview
  • Lead forms tend to look best on mobile.
• Customize Colors
  • Use the hex code if you know it, or pick a color using the sliders.
  • Match the color of the bar and submit button as desired.
  • Click Save to apply changes.
• Edit Header and Instructions
  • Header Message: e.g., “Event Check-In”
  • Instruction Message: e.g., “Please fill out the form below. Thank you.”
  • Thank You Message: e.g., “Thank you for submitting your info.”
• Change the Avatar
  • Click the avatar image (top left) to upload a logo or image (under 1MB).
  • Click Save after uploading.

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Sharing the Lead Form

At the top of the preview screen, you’ll see a URL and QR code.

• These are the two primary ways to share your lead form.

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Bonus Tip: Customizing Your QR Code

To customize the QR code:

1. Copy the lead form URL.
2. Go to Short Links.
3. Click New Link.
4. Label it and paste the URL.
5. Click Add Link.
6. Use the Design tab to customize the QR code style.

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Other Sharing Options

You can also use the lead form URL in:

• Workflows
• Keyword replies

This gives you multiple ways to make the form accessible.

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Lead Forms vs. Keywords

• Lead Forms collect names, emails, and phone numbers.
• Keywords only capture phone numbers—unless users provide more info manually.

Using a lead form gives you more complete data and allows for immediate, automated follow-up.

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Automating the Follow-Up

Let’s set up a workflow that uses the lead form as a trigger and sends a welcome text message.

1. Go to Automations → Workflows
2. Click New Workflow
3. Name it something like: Event Check-In Workflow
   • (Optional: Add “(Lead Form)” for clarity)
4. Click Save
5. Add a Trigger
   • Click Design
   • Click Add Trigger → Lead Form
   • Choose your lead form and click the plus sign
6. Step One: Assign a Tag
   • Click Change → Chatavise → Actions → Assign Tag
   • Name your tag: Event Check-In 25-04-10 Lead Form
   • Click the plus sign to create it
   • Scroll to click Save
7. Step Two: Send a Text
   • Click Actions → Send a Text
   • Craft your message: “Welcome to day one of the Abundance Expo!””Click the link below to see the agenda.”
   • Use Shift + 3 to add message variables like a link
   • Click Save

And just like that, you’ve created a two-step workflow:

• Trigger: The lead form submission
• Step 1: Assign a tag
• Step 2: Send a follow-up text

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Wrap-Up

Now you know how to create a lead form, customize its appearance, share it, and automate what happens next. I can’t wait to see your subscriber list grow!

See you in the next lesson.

In this lesson, we are going to cover what a lead form is and give a walkthrough of setting one up. So let’s get started.

A lead form in Chatavise is a standalone form used by businesses to opt-in/subscribe contacts or leads. When you want to use a lead form to subscribe a new contact, you can have them click on a link or scan a QR code in order to fill it out and submit it. Just like keywords, we can tag contacts and automatically trigger a workflow that sends them a text after submitting the form.

Now let’s walk through creating one. Let’s head to the top of the screen and click on Marketing. Then click on Lead Forms on the top right. Let’s click the Add Form button here. Let’s name this new lead form. I’m going to call it “Event Check-in.” We can always change this later, so I would just follow along.

If you only have one location or inbox in Chatavise, you may not see this next field. But if you do see it, simply click on it and then choose the appropriate inbox for the lead form. Then click away. Then under Displays, change it from Web Chat to Standalone. Then click Save.

In this screen here (the General tab), you can rename the lead form if you like. You can also redirect someone somewhere else after they submit it. Some businesses redirect people to their website. Other businesses redirect them to a video or redirect them to a landing page of some kind. You can redirect them anywhere you like. If you make a change to the name or add a URL to send people to, make sure to click Update.

The next tab that we’re going to go to is the Fields tab. When you click on it, you’ll see the different properties that are available to you. Simply click the ones that you want to add to the lead form. First name, last name, phone number, and email are the ones I’m going to use in this example.

I can choose—if I hover the mouse over it—I can choose to make the field optional or required. I can also delete it, and it’ll send it back to the available pool. In this example, I’m going to make email optional. If I change my mind, I can always click Make Required.

The last thing I’m going to add to this lead form in this tab is the consent. By clicking Marketing SMS Opt-In, Chatavise will add the legal language required whenever someone’s opting in or subscribing to receive texts from you. And people can checkmark the box before hitting submit—and that keeps you compliant.

The next thing we’re going to do is click on the Locations tab. Here, we can ensure that we have the right location assigned to that lead form. At the top, we’re going to click on Style and Preview as the final tab on here. Here we get a preview of what the lead form looks like. In my opinion, it looks way better on mobile, which is where people would be accessing this lead form in particular most of the time.

If we want to change the color of this bar and we know the hex code, we can simply put it here. If we don’t know the hex code color but we have an idea of what color we want, we can use the bars here to choose the color. Then if I want to match it to the submit button—or match the submit button to the bar—I can do something like this. And then to see the change, we just hit Save and we’ll see the change happen. And we can see the submit bar here, and it changes whenever someone actually fills it out. You’ll see it in a nice vibrant color.

All right. And then to change the text that’s here at the top, we go to the Header Message field, and we can write “Event Check-in” as an example. And then this text that’s right here belongs to the Instruction Message field. So here we can say:

Please fill out the form below. Thank you.

And then after they submit it, if we want to have a thank you message appear on the lead form, we can modify what we want it to say here. So we could say:

Thank you for submitting your info.

Hit Save, and we’ll see the changes apply to the lead form here. Now, you won’t necessarily see the thank you message, because that only appears after they submit it.

The last thing that you can change on here is the avatar that is at the top left. We default it with the Chatavise logo, but you click on this button and you’ll be able to access any pictures—JPEGs, PNGs—that you have on your computer, and you can upload them. Make sure that they’re less than 1MB to ensure that it uploads successfully. Once you select that avatar, click Save, and you’ll see it uploaded.

The next thing I want to direct your attention to is at the top of the preview. You’ll see a URL and a QR code. These are the two ways that people can access that lead form natively without doing anything else.

I’m going to show you a couple other ways of how we can make this lead form more accessible or visually pleasing. So the QR code here is white and black, but we learned from the other lesson that we have a QR code generator, and we can design that QR code a lot more.

So, to do that, we can copy this URL here and we can head on over to Short Links. Click New Link, label it, paste it here, and then click Add Link. And now you’ll be brought to something that should look familiar to you—the Design tab here. And then you can customize the QR code.

You can also take the URL from the lead form—which I’ll find here in a second—you can take the URL from this lead form here and paste it in a workflow of a keyword. So you have a couple different options on ways to put the lead form in front of people.

So the benefit of the lead form is that when people fill it out, they show up as a subscribed contact with their name, phone number, email address, or any one of the fields that is currently on the lead form. Versus the keyword—when they text the keyword, you’re just getting their phone number unless they text you any other information.

Adding a tag to the lead form will ensure you know which contacts submitted that particular lead form and became subscribers. Creating a workflow and adding the lead form as a trigger will send the new subscriber a custom text message.

Let’s walk through doing this together.

To do this, let’s go to the top of the page and click on Automations. Then let’s click on Workflows. On the top right, let’s click New Workflow. Let’s name this workflow something similar to the lead form so that we know they are together without having to do much work: Event Check-In Workflow. Click Save, and it will bring you to this screen, which should look familiar from the previous lesson.

I highly encourage you to write a description. And I’m going to even change the name to have “Lead Form” in parentheses, like that. Anytime you make a change here, make sure to click the Save button.

Next, we’ll click the Design button. And here we’re going to add a trigger. When we click on Add Trigger, the trigger menu pops up. We’re going to select Lead Form. Here, we’re going to look for the lead form that we want to attach as a trigger to this workflow. And I see it’s the third one here, so I’m going to click the plus sign. And just like that, it is now a trigger for this workflow.

The next step is to add step one to the workflow. We’re going to click on the blue Change button, choose Chatavise, click on the Action dropdown, and here we’re going to assign a tag to the contact. So clicking on it, my tag menu bar shows up. I can search to see if I have an existing tag that makes sense for it. I don’t think I’m going to, so I’m going to create a new one for this one:

Event Check-in 25-04-10 Lead Form

(25 for the year, 04 for April, 10 for the date). Because that tag doesn’t exist, I can hit the plus sign here. Again, this should look familiar from the tags lesson. Now I see the blue dot indicating it’s been selected.

Now, if you just move the cursor a little bit to the right like this and then scroll down, you’ll see the Save button should also work. If you have the cursor over here and you bring it down like this, you’re just moving the whole page versus the tags menu options. So let’s click Save. And now step one is there.

So the next thing to do is add step two. We don’t need to click the blue Change button because we see the platform is already selected. So I’m going to skip that. Click on Actions. Then I’m going to scroll down till I see the action that I want. In this case, it’s the Send a Text option. So I’m going to click on that. This should also look familiar.

Here, we’re going to craft the message that we want them to receive. So we can say something like:

“Welcome to day one of the Abundance Expo.”

(That’s totally fictitious—I just made it up.)

Then I’m going to put here:

Click the link below to see the agenda.

Shift + 3 brings up my message variables. Click Link, and here I can search for whatever link I want. I’m not going to choose a link because I don’t have one ready (since this is a fictitious event), but you see how easy it is to click a link here.

Then that could be it. I can add a picture if I like, a delay if I want to, but I’m just going to click Save. And now we’ll see the second step is here.

And just like that, we created a two-step workflow.

Now, looking at this here, we can see there’s a trigger: Event Check-in.

Step one: assign the tag to the contact because they filled out the form.

And then step two: send them a text message because they have now opted in or subscribed to receive texts from me.

And just like that, you now know how to set up lead forms. I can’t wait to see your subscriber list grow. I’ll see you in the next lesson.