This guide explains how Admin and Manager users can create, edit, and route leads through Marketing Forms in OP. These forms help capture leads in real-time and distribute them directly to users or teams.
You may use the marketing form link(slug) in your digital channel such as Google, Facebook, LinkedIn, TikTok, Twitter, YouTube, print the QR code on magazine/brochure/business card/billboard.
Step 1: Access Marketing Forms
- Log in to your Outperform account (Web version).
- Click on Settings.
- Select Marketing Forms in the left-hand menu to view the list of existing forms.
Step 2: Add a New Marketing Form
- Click the Add Form button to create a new marketing form.
- Enter a Form Title to name your campaign.
Required Fields:
- Slug – A URL-friendly version of the title (lowercase, letters/numbers/hyphens only).
Example:midyear-campaign-leads - Source – Select the Deal Source that will be associated with this form.
⚠️ Make sure the selected deal source has Business Unit, Marketing Category, and Team set up correctly.
- User Routing Type – Choose how the leads will be assigned:
- User Selection – User can be selected from the form before submitting.
- All User – Lead will be auto-distributed based on lead routing rules.
- Specific User – Lead will be assigned directly to a specific user.
- Toggle Status:
- Active – Makes the form available in the mobile app.
- Inactive – Hides the form from the mobile app.
Step 3: Edit or Manage Existing Forms
In the Marketing Forms list:
- Click the pencil icon ✏️ to edit an existing form.
- Click the bin icon 🗑️ to delete a form.
- Track View Count (form visits) and Conversion Count (leads submitted) for performance.
Pro Tips
- Always test your form after setup to ensure routing works as expected.
- Use unique slugs for different campaigns to track performance separately.
- Monitor Conversion metrics to evaluate campaign success.
- Pair forms with targeted deal sources for better attribution and filtering.