Creating a Leads template helps you capture consistent, organized information from potential clients. By setting up a template, you can customize the questions and details you want to collect, streamline your intake process, and ensure no important information is missed.
How to create Leads
On your Maroo dashboard, go to Leads
Click +Add lead
From here, you have options if you want to create a new Lead template or choose from your existing templates.
If you select Create a new template, you'll be directed to creating a Lead template
A step-by-step guide on creating a Lead template
✅ Rearranging and editing questions
To change the order of your questions, click and drag the three horizontal lines on the left side. To edit a question’s text, use the pencil icon on the right.
✏️ Adding your own questions
You can choose whether the question is optional, then select a format such as short text, long text, dropdown, single‑choice, multi‑choice, or date. This flexibility allows you to tailor each form to your workflow and ensure you’re gathering the most relevant details from potential clients.
🎨 Branding
You can personalize your lead form to match your business identity. You can choose whether to display your logo at the top of the form and select a submit button color that aligns with your brand’s theme. This ensures your form looks professional, consistent, and recognizable to potential clients.
💬 Confirmation messages
You have an option display a custom note to users after they submit your lead form. This is a simple way to acknowledge their submission, thank them, or provide next steps, creating a more professional and reassuring experience.
📝 If you select "Display a message" you will be prompted to write your on massage that your clients will see after submitting the form.
📝 If you want clients to land on a specific page after submitting your form, choose the “Go to a URL” option. This allows you to send them directly to any webpage—such as your services page.
📝 You can enable automatic email confirmations to be sent whenever a client submits your lead form. Once this option is turned on, you’ll be prompted to customize the confirmation email by setting a subject line and writing the message body.
📌 Before finalizing your lead form, Maroo gives you a chance to review all the details you've entered. This step ensures everything looks correct before you proceed to create and save your template.
🗂️ Name and Annotate Your Template
At the final step, you’ll be asked to give your template a clear name and, if you’d like, add a note for context (such as the type of service or event it applies to).
🔗 Share Your Template with Clients
After creating your lead template, Maroo provides you with a unique link that you can share directly with clients via text, email, or social media. You also have the option to embed the form into your website, making it easy for prospects to access and submit inquiries in a way that fits your workflow
What it looks like for your clients
Why use the Leads template?
A Leads template helps you collect consistent and organized information from potential clients.
Customizing your template ensures you gather the details most important to your business.
Using a template streamlines your intake process and saves time.
Well-structured lead forms reduce back-and-forth communication.
A professional inquiry experience helps convert leads into paying clients.
Have more questions about Leads? Chat us or email at [email protected].