Create a focused lead form

A lead form should make one offer and ask for the minimum information needed for the promised follow-up. This recipe adds an administrator route and an optional client confirmation.

Define the exchange

Before building, write:

• What the visitor requests
• Which team responds
• Which fields are essential
• Whether marketing consent is separate
• Whether the lead must be stored or sent externally

Do not use a required marketing checkbox as the price of a general enquiry unless the site’s approved policy calls for it.

Create the form

Under Forms → Add New, add:

1. Text named name.
2. Email named email.
3. Select or Radio named interest, with stable option values.
4. Optional Textarea named context.
5. Any separate consent Checkbox required by the workflow.
6. Submit Button with a specific action label, such as “Request information”.

Keep the form on one step unless the offer genuinely requires more questions.

Configure follow-up

1. Under Admin Conditional Routes, create the route for the responsible team.
2. Use {{field:interest}} and {{field:name}} in the subject.
3. Set Reply To to {{field:email}}.
4. Under Client Conditional Routes, select the email field as Recipient Field when an automatic acknowledgement is useful.
5. Keep the client message concise and avoid echoing sensitive answers.

Choose First Valid Route Only when alternative client messages are mutually exclusive.

Connect a destination only when needed

• Enable storage for a managed WordPress follow-up record.
• Enable a webhook for an HTTPS JSON receiver.
• Use Create Post only when the lead intentionally becomes WordPress content; select Draft or Pending Review for public input.

Verify conversion and delivery

Test the shortest valid submission, every interest option, a guest address, invalid email, and an optional empty context. Confirm the success message accurately describes only what the visitor can rely on.

Review Email actions and Privacy-aware forms before launch.