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📖Documentation

How to Edit a Lead Form

Update the fields, headline, or thank-you message of any saved lead form. Changes will apply to campaigns using the form going forward.

Step-by-step guide
Editing a lead form that is attached to a live campaign will update what new users see immediately. Already-submitted leads are not affected.
1

Open the Lead Forms section

Click Lead Forms in the left navigation to view all your saved forms.
Lead Forms list page
2

Open the form you want to edit

Click the form name or click the three-dot menu (⋯) and select “Edit”.
Lead form row with Edit option in the three-dot menu
3

Make your changes

You can update any of the following:
  • Form name (internal reference)
  • Headline and description shown to users
  • Form fields — add, remove, or reorder
  • Required / optional status of each field
  • Thank You screen headline and CTA button
Lead form editor with all editable fields
4

Save the updated form

Click “Save Lead Form”. The updated form is applied immediately to any campaigns using it.
Save Lead Form button
💡Note: It is not possible to delete a lead form that is currently attached to an active campaign. Detach it from campaigns first.
Need a new version without affecting existing campaigns? Click “Duplicate” from the three-dot menu to create a copy, then edit the duplicate independently.