Today we are going to create a personalized lead capture form in Dubsado, link it to your scheduler, and then embed it into your website.
Step #1: Login to your Dubsado account.
If you don’t have a Dubsado account already, go ahead and sign up for a free trial and use for however long you’d like. When you hit 3 clients/leads you can decide then whether or not to stay.
On the left-hand side, click on Templates –> Forms.
“Lead capture” is just a fancy way of saying Contact Form. But using a personalized form to capture all of the special information you’d like can be handy. Using the Dubsado blocks on the left, you can personalize it however you like. Title it something memorable or how they are finding you (I just called mine “Website Lead Capture Form.”).
Once you have done that – and inserted the questions that you want to ask – click over to Settings. Under “Thank You Message”, you will put the link to your scheduler in the redirect URL.
Step #2: Login to your scheduler and grab your direct URL.
If you haven’t already, sign up for your scheduler. The two most popular platforms are Calendly (free) or Acuity (paid). The paid Acuity version allows for you to send automatic reminders to clients of meetings, accept payments, ask intake questions and allow your client to book in their time zone. At $10/month it is well worth your time to set up this automation.
When you make sure that everything looks the way you want, choose Save As template in Dubsado. Next, select “Share” and you will see the code that you want to you will be embedding on your website.
(If you do not add a redirect URL, they’re going to simply see a message (which you can customize) but this handy little trick immediately allows them to book a Discovery Call with you, right then and there!)
Step #3: Embed your Dubsado form on your website.
Open your WordPress website and your Contact Page (which you already set up). You are going to paste your embed code in the “text” format, so make sure you choose that tab rather than “visual”. Select Preview on the right side to see what it will look like; if you like what you see – hit Publish. And just like that, there is your lead capture form right on your website.
TIP: If you want to personalize the page a bit more, instead of having your page named Contact, you could say “Thanks for reaching out!” (and then just have the permalink be/contact). If you want to have a little more instruction above the lead capture form, you could put that in the lead capture form itself or you could put your text right on the web page above the embed code.