Editing Forms on Lead Pages

1.  Navigate to the  Lead Capture section in the Main Navigation Bar.  Click on Lead Pages in the sub-menu.

2. Click on the edit icon for the lead page you wish to edit.

Note: If you would like to set up a new lead page template, please contact us at  support@patientsites.com for more information. 

3. Click on the  menu icon

4. Change the edit mode to Detailed

5. Select Forms tab in the left column

6. Hover on the form you wish to edit and click the edit form icon

7. Change the form settings (such as the contact email, after submit action and thank you page URL) 

Note: After submit section is used to connect an existing campaign, email or event to this form. In other words, if you want to send a follow up email after someone fills this form, then you must assign an after submit action. 

8. Edit the existing form fields by changing the Field Name (see blue box) and click on save icon (see red box)

9. Create new form fields by entering a new field name (see blue box), decide if it should be mandatory (see orange box) and click on save icon (see red box) 

10. Click on Save

11. Click OK to close form editor

Do you still have some questions or need some additional help? Check out one of our recent webinars on how to connect a lead box to a campaign or reach out to us at support@patientsites.com and our team will be happy to help you. 

Click here to watch the webinar and use the password below to access the recording. 

Password: A1@kd33P