Overview
The Lead Intake Form is optimized for high conversion rates, collecting only essential information needed to generate accurate quotes. This form automatically generates when you create your account and can be embedded on your website.Form Structure
Page-by-Page Breakdown
Page-by-Page Breakdown
The lead intake form is optimized with minimal, essential questions:
-
Service Details
- Service length
- Guest count
- Dynamic staff calculation
-
Location
- Event address
- Venue details
-
Timing
- Event date
- Service start time
- Number of event days
-
Event Type
- Category selection
- Pricing impact factors
-
Customization
- Add-ons selection
- Service add-ons with drag-and-drop reordering
- Special requirements
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Additional Information
- Event details
- Referral source
-
Contact Details
- First name
- Last name
- Phone number
- SMS opt-in consent
Form Settings
Form Settings
Customize form behavior: - Set redirect URLs post-submission - Configure
submission messages - Adjust form fields - Configure Instant Pricing and
Quoting modes - Enable SMS opt-in collection
If no redirect URL is specified and Instant Quoting is disabled, the form
displays a default submission message.
SMS Opt-in Configuration
SMS Opt-in Configuration
Enable SMS opt-in collection on your lead intake form: 1. Navigate to your
lead intake form editor 2. Go to the Contact Details page settings 3. Expand
the “SMS Opt-in” section 4. Toggle “Enable SMS opt-in” to activate the feature
When enabled: - A checkbox appears asking “Can we text you?” - Leads can
opt-in to receive SMS messages about their quote and event - Opt-in status is
tracked in lead management - SMS badge appears on lead cards for opted-in
contacts
SMS opt-in is only available on forms that include a phone number field.
Customize the question title and acknowledgement text to match your brand
voice and compliance requirements.
Instant Quoting
Instant Quoting
Enable automatic quote generation and presentation:
- Click the “Instant Pricing” button in form settings
- Toggle “Quoting Mode” to “Instant Quoting”
- Configure fallback service and pricing rules
- With service selection questions: Uses the service the customer selects
- Without service selection questions: Uses the fallback service (fixed pricing)
- No service selected: Falls back to the configured default service
- Quotes are generated instantly upon form submission
- Clients are redirected to the quote presentation page
- “Book Now” option is immediately available
Instant Quoting is a Pro plan feature that enables clients to inquire, receive quotes, and book in a single session.
Combine Instant Quoting with Quote View V2 for the ultimate conversion-optimized quote experience.
Add-ons & Services Customization
Add-ons & Services Customization
Control how add-ons and services appear to your customers:Drag-and-Drop Reordering:
- Drag items up or down in the form builder to set display order
- The order you set affects how items appear to customers
- Most important items should be positioned at the top
- Items without custom ordering display alphabetically
- Mix of ordered and unordered items shows ordered items first
Position your most popular or profitable add-ons at the top to increase selection rates.
Website Integration
Form Embedding
Form Embedding
To embed the lead intake form: 1. Click the
Embed Form button 2. Select
your website builder 3. Copy the provided code 4. Paste into your website’s
contact form locationFlashquotes forms are compatible with virtually all website platforms. See
our Platform Compatibility guide for details on
embedding in specific platforms.
Wix websites require specific embedding code. Select ‘Wix’ from the
dropdown for correct code.
Share Links & Hosted Forms
Share Links & Hosted Forms
Best Practices
- Keep questions minimal
- Test form on mobile devices
- Set appropriate redirect URLs
- Configure Instant Quoting carefully
- Monitor conversion rates
- Review form analytics regularly
Next Steps
After setting up your lead form:- Configure booking form
- Set up share links for social media and Instagram
- Set up Instant Pricing
- Check platform compatibility
- Monitor leads
- Track conversion rates
- Optimize form performance