Lead Form: Customizing a Lead Form

Once you’ve created a lead form, you can customize it it to meet your specific needs. You can include more or less fields, change the titles and descriptions of the fields, add sections (always visible or conditional), or add more fields.

To customize a lead form, go to Clients > Lead Forms, then open the form and select Customize, and observe the following:

Each row contains a grip icon that can be used to move the row or section title. Selecting the grip icon displays + placement areas throughout the form.
Rows can contain one or more fields.
The grip icon beside a field name can be used to move that field within the current row, into another row, or into a new row.
Selecting Cancel or the X closes the Customize Lead Form window without saving changes.
The lead form title and description can be edited here or from the 3-dot action menu in the lead form tile.
The side panel contains field options and available field inserts.
Selecting Save applies your changes to the lead form.

Organizing Fields and Rows

Lead form questions are organized into rows, which can contain one or more fields.

Use the grip icon at the beginning of a row to move the entire row or section.
Use the grip icon beside a field name to move that field independently.
After selecting a grip icon, + placement areas appear throughout the form. Select any + to move the row or field to that location.
Fields can be moved:
- within the current row
- into another existing row
- into a new row

To add a new field, select a field type from Available Field Types. Then select one of the displayed + placement areas to insert it into the form.

Available Field Types

Clicking on a field adds it to the form being customized, and opens a panel for editing its properties

Type	Description
Text Field	Short text that fits on one line
Text Box	Longer text that might span multiple lines
Dropdown	Multiple options presented as a dropdown. Only one can be selected
Checklist	Multiple options presented as a list where there can be more than one selection
Multiple Choice	Multiple options presented as a list where there can be only one selection
Date	A date input with a calendar selector and validation
Email	Validates the input as an email address
Phone	Validates the input as a phone number
Insurance	A block to capture subscriber details, member number, payer selection, etc.
File Upload	A place to capture a file upload, which saves to the files section
Payment	Collect a payment when this lead form is filled out; requires payment processing enabled.
SMS Opt-In	Prompts for consent to receive SMS messages
Section	Allows adding a new section element for organization the fields. See Sections

Field Properties

Property	Description
Label	Appears as the label of the field/question on the lead form
Required	Determines whether the field needs to be filled in order to submit the lead form. NOTE: If a field does not show when submitting a lead form (e.g., payment field does not show because the business has not been setup to accept payments), such a field being Required will not prevent the lead form from being submitted
Map To	Determines how to treat and store the collected answer. See Field Mapping below.
Items	Allows defining the options for fields that provide a list of options to select from. Applicable only to Dropdown, Checklist, Multiple Choice and SMS Opt-in
Product / Fee	Denotes the name of the product / service that will be associated with the collected payment. Only applies to Payment fields
Amount	Denotes the amount of the payment to be collected. Only applies to Payment fields
Title	Denotes the title of the section. Only applies to Sections
Description	Denotes the description of the section, which appears under the title. Only applies to Sections

Field Mapping

Field Mapping allows you to connect responses from your Lead Form to specific fields in a client’s profile. This ensures that information submitted through the form is automatically organized in the correct place in Doulado.

Custom Field Mapping Examples:

Due Date
Delivery Date
Care Provider
Birth Location
Emergency Contact
Feeding Plan, etc.

Note Mapping Examples:

What do you envision for your birth?
Can you describe the support you are looking for?
Can you tell me about your pregnancy?
Additional comments?, etc.

Map To	Description
Email	The answer is set as the primary client’s email address
Phone #	The answer is set as the primary client’s phone number
SMS Opt-In	If a response is present, it sends a text message request to the primary client to opt-in to receiving SMS notifications
Pronouns	The answer is set as the primary client’s pronouns
Sex	The answer is set as the primary client’s sex
Address	Stores the answer as the primary client’s address
City	Stores the answer as the primary client’s city
State	Stores the answer as the primary client’s state
Post Code	Stores the answer as the primary client’s post code
Contact First Name	Stores the answer as the additional contact’s first name
Contact Last Name	Stores the answer as the additional contact’s last name
Contact Email	Stores the answer as the additional contact’s email address
Contact Phone #	Stores the answer as the additional contact’s phone number
Contact Relationship	Stores the answer as the additional contact’s relationship
Primary Insurance	Creates a primary insurance record based on the provided details and attaches the created record to the primary client. Applies only to Insurance field type, and may create a new additional contact if the subscriber relationship is not Self.
Secondary Insurance	Same as Primary Insurance, but record is set as Secondary
Add to Files Tab	Stores the uploaded file in the client’s Files tab
Add to Notes	Stores the answer as a note in the client's Notes tab
Save as Custom Field	Stores the answer as a custom detail field in the client journey, which shows up under “Profile Info”

After customizing a field, click Done to save your changes (you may need to scroll down to find "done" if you have a long question or multiple answer options).

After customizing your form, review this article to learn how to use a lead form, then refer to this article to understand what happens when a lead form is submitted.