Coming Soon
Custom forms are currently in development. This page describes the planned functionality.
Collect additional information beyond email with custom form fields.
What are custom forms?
Custom forms extend email gates by letting you collect additional information like name, company, or custom questions.
Planned field types
| Type | Use case |
|---|---|
| Text | Name, company, job title |
| Email address (validated) | |
| Phone | Phone number |
| Dropdown | Select from predefined options |
| Checkbox | Opt-in, agreements |
How it will work
- Open your guide in the editor
- Go to guide Settings
- Navigate to Lead Capture
- Add the fields you need
- Mark fields as required or optional
Best practices (planned)
Keep it short
Every additional field reduces conversion. Only ask for what you truly need.
Recommended: 2-3 fields max
- Email (required)
- Name (optional)
- One qualifying question (optional)
Make fields optional when possible
Required fields create friction. If you don’t absolutely need it, make it optional.
Use clear labels
Help readers understand what you’re asking for:
- Good: “Work email”
- Bad: “Email”
- Good: “Company name”
- Bad: “Organization”
Accessing form data (planned)
Once available, you’ll be able to:
- View all submissions in your dashboard
- Filter by guide or date range
- Export as CSV for use in other tools
Want this feature?
We’re actively building lead capture features. Contact us to share your use case and help prioritize development.