Configure lead capture and consent

Collect the right guest information while keeping form fields clear and compliant.

Experiences
Written forMarketing teams

Lead capture is configured from the Microsite tab. Choose only the fields needed for follow-up, make required fields intentional, and pair collection with clear consent or disclaimer copy.

Steps

  1. 1Open the Microsite tab and select Data.
    Data section with page header, quick add chips, and form fields
    The Data section: page header copy, quick-add fields such as Email and Phone, and the form field list with required toggles.
  2. 2Enable the fields you need, such as name, email, phone, company, or custom questions.
  3. 3Set required fields only when the event team needs that data for every submission.
  4. 4Review Disclaimer for consent language, privacy copy, and any event-specific requirements.
    Disclaimer section with consent copy controls
    The Disclaimer section holds legal copy and the consent label guests must accept.
  5. 5Run a test submission and confirm the data appears in Leads.

What to know

  • Lead records are tied to submissions. If a guest skips optional fields, the submission can still exist without a complete lead profile.
  • Custom field labels should be written for guests, because those labels also help dashboard users interpret lead exports later.

Tips

  • Short forms usually convert better at busy events.
  • Export a sample lead CSV before launch if another team will import the data into a CRM.

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