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Generating Leads from a Public Questionnaire

Automatically generate a new lead through a questionnaire.

Nicole avatar
Written by Nicole
Updated this week

Have you ever wanted to ask questions beyond the basics presented in a Táve contact form? Now you can do so using a public questionnaire! Custom fields are no longer needed to map information to already existing fields in the new lead.

Auto-Creating a Lead Using a Public Questionnaire

If your questionnaire already exists, click Edit Details at the top here:

If you haven't created a public questionnaire, start there first, then come back here.

Once you have your public questionnaire created, simply check the box to Auto-create new lead and choose the Job Type:

NOTE: If your questionnaire contains a dropdown field that asks them to choose a job type (and is associated with the {{job.type}} token) that will still dictate the job type the lead is created with. Don't worry about what you set in the Form Basics here, as the question in your form will override this default.

Embedding the Questionnaire

Once your questionnaire is built and set to auto-create a lead, you can even embed it on your website. Follow those steps here:

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