Lead Intake Forms

The campaign's Lead Intake Forms page, under the Forms tab, lets you create Lead Intake Forms and put them on your own website. When a visitor fills one in, Aktify receives the lead directly and adds it to the campaign. Each form belongs to one campaign and can't be moved to another.

The Lead Intake Forms page is available to Customer Admins.

Creating or editing a Lead Intake Form

Select Create form, or the edit icon on an existing form. A form has these settings:

• Name and Description: for your reference only. Visitors never see them.
• Campaign type: SMS or RCS.
• Active: whether the form appears on your site. A new form starts active. Turning a form off removes it from your site without deleting it.

Display

• Headline: optional text above the form.
• Invitation message: optional text shown beside the floating button to invite visitors to open the form.
• Button text: the submit button's label. If left blank, it says Submit.
• Primary color: the panel header and buttons.
• Secondary color: the floating button. Its icon is white, so avoid white or very light colors. If left blank, the primary color is used.
• Location field: whether visitors enter a Zip code or a State. Every submission needs a location, because messaging regulations depend on the lead's state. A zip code is converted to its state.

Consent disclosure

• Company name override: the company name shown in the consent text. If left blank, your company's name is filled in when you save. Changing your company's name later doesn't update existing forms, so edit the form if the name it shows needs to change.
• Privacy Policy URL and Terms & Conditions URL: required. They're linked from the consent text.
• The consent wording itself is managed by Aktify. To change it, contact your Aktify Account Executive.

Security

• Allowed origins: see Restricting which websites can use a Lead Intake Form.

Use the preview icon to see the form as visitors will.

Embedding a Lead Intake Form on your website

Select the embed-code icon on a form and choose one of two styles. Copy the snippet and paste it into your site.

Floating widget

A floating button in the corner of the page that opens the form in a panel. Aktify styles it, and it runs in an iframe, so your page's CSS can't affect it. Paste the snippet into the page's <head> or just before </body>:

<link rel="stylesheet" href="https://lead-widget.aktify.io/loader.css" />
<meta name="aktify-lead-intake-config-formId" content="YOUR-FORM-ID" />
<script defer async src="https://lead-widget.aktify.io/loader.min.js"></script>

If your site sends a Content-Security-Policy header, allow script-src, style-src and frame-src for https://lead-widget.aktify.io.

Inline form

The form appears directly in your page, wherever you place the <div>, with no styling of its own, so your site's CSS controls how it looks. The script can go anywhere on the page:

<div data-aktify-lead-form data-form-id="YOUR-FORM-ID"></div>
<script defer src="https://lead-widget.aktify.io/lead-form-inline.js"></script>

You can place several inline forms on one page, and each works independently.

If your site sends a Content-Security-Policy header, allow script-src and connect-src for https://lead-widget.aktify.io. Without them, the form won't load or submit.

Don't add an integrity attribute to the script tag. The script is updated in place whenever Aktify releases improvements, so a pinned hash would break the form after the next update. Use Content-Security-Policy to restrict where scripts come from instead.

Styling the inline form

The inline form uses these class names, so your CSS can target them:

Class	Element
.aktify-lead-form	The form
.aktify-lead-form__headline	The optional headline
.aktify-lead-form__field	The wrapper around each field
.aktify-lead-form__label	A field's label
.aktify-lead-form__input	The name, phone and zip code inputs
.aktify-lead-form__select	The state dropdown
.aktify-lead-form__error	A field's validation message
.aktify-lead-form__consent	The consent checkbox and its text
.aktify-lead-form__checkbox	The consent checkbox
.aktify-lead-form__disclosure	The consent text
.aktify-lead-form__submit	The submit button
.aktify-lead-form__submit-error	A message when a submission fails
.aktify-lead-form__success	What's shown after a successful submission
.aktify-lead-form__duplicate	What's shown when we already have the visitor's details
.aktify-lead-form__reload	What's shown when the visitor needs to reload the form
.aktify-lead-form__reload-button	The button that reloads the form

Restricting which websites can use a Lead Intake Form

By default, a form works on any website. To limit it to your own sites, enter them under Allowed origins, one per line, for example:

https://www.example.com
https://example.com

An origin is the scheme and domain, plus the port if your site uses a non-standard one. Don't include a path. Each variant of your domain, like www. and the bare domain, needs its own line.

When the list isn't empty, the form only loads and accepts submissions on those websites, for both the floating widget and the inline form. On any other site it doesn't appear. The preview in the Aktify Portal always works.

This stops other websites from copying your embed code. It doesn't block someone sending data directly to the form's web address outside a browser.

What visitors see

• Visitors enter their name, mobile phone (US numbers) and their zip code or state, depending on the form's location field.
• The consent checkbox isn't required. If a visitor leaves it unchecked, the form still submits and their choice is recorded, but they won't be contacted by the campaign.
• After submitting, visitors see "Thanks! We've received your info." Visitors who checked the consent box also see "We'll be in touch shortly."
• If we already have the visitor's details for this campaign, the form says so instead.
• If the form changed while the visitor had it open, or they try to submit the same form twice, they're asked to reload the form and try again.

If a Lead Intake Form can't be activated

If a form shows as Unavailable, or you see a message that it can't be activated because of a technical problem, the form can't take submissions right now and is turned off. Contact your Aktify Account Executive. Once the problem is fixed, activate the form again yourself. It won't turn back on by itself.

Removing a Lead Intake Form

To remove a form, turn it off with Deactivate. To have a form deleted entirely, contact your Aktify Account Executive.