Experiences
Configure lead capture and consent
Collect the right guest information while keeping form fields clear and compliant.
On this page
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
Open the Microsite tab and select Data.
The Data section: page header copy, quick-add fields such as Email and Phone, and the form field list with required toggles. Enable the fields you need, such as name, email, phone, company, or custom questions.
Set required fields only when the event team needs that data for every submission.
Review Disclaimer for consent language, privacy copy, and any event-specific requirements.
The Disclaimer section holds legal copy and the consent label guests must accept. Run 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.