Lead Form: Sections

Sections help you organize your lead form into clear groupings of questions. You can use them to improve readability, reduce friction for clients, and create more personalized intake experiences.

This article explains how sections work and how to make them conditional.

What is a section in a lead form?

A section is a group of questions within a lead form. Instead of presenting one long list of questions, sections let you break the form into smaller, logical parts such as:

• Client details
• Support needs
• Additional contact details
• Referral information

Each section can contain multiple questions.

Adding a new section

When editing a lead form:

1. Open your lead form and customize

2. Click to add a new section, and add a section title, if desired

3. Position the section in the desired order within the form
4. Add other fields, and move into that section if desired

Sections are displayed in sequence unless conditional logic is applied.

Conditional sections

You can now control when a section appears based on how a client answers a previous question.

This allows you to show only relevant follow-up questions and keep the form shorter and more focused.

How conditional sections work

When creating or editing a section, you can choose between:

• Always visible
• Conditional (only shown based on an answer)

If you select conditional, that section will only appear when a specific answer is selected, an answer is added at all, or an answer contains text in a previous question.

How to set up a conditional section

To configure a conditional section:

1. Add a new section
2. Set the section visibility to the conditional logic you desire, either "always visible" or applied to a certain question

3. Select the comparison. Options will vary based on the selected question type (text field, dropdown, checklist, insurance, etc).
4. Once visibility and comparison are selected, choose done to save the section
5. Insert fields into that section that should show conditionally

Things to note:

• Multiple questions in a conditional section: A single conditional section can include multiple questions. All questions inside the section will appear together when the condition is met. This is useful for gathering deeper information only when it is relevant.
• Required fields behavior: Required fields still work within conditional sections, with one key detail:
  • Required fields are only enforced when the section is visible

If the section is hidden, none of its required questions will block form submission. This keeps the form easy to complete while still allowing detailed data collection when needed.

• Always visible sections: If you choose “always visible” when adding a section:
  • The section will always appear in the form
  • It will behave exactly like standard sections always have
  • No conditional logic will be applied

Why use conditional sections?

Conditional sections help you:

• Reduce unnecessary questions for clients
• Improve completion rates
• Personalize the intake experience
• Collect deeper information only when relevant
• Keep forms clean and easy to follow

Example use case

Scenario: Insurance carrier selection

You may ask: “Please provide your primary insurance information”

If the client selects a specific insurance carrier (for example, one that requires additional documentation), you can trigger a conditional section.

Conditional section appears:

When that carrier is selected, a new section becomes visible asking:

• “Do you have a Letter of Medical Necessity?”
• “If yes, please upload the document.”

This ensures you only request this document when it applies, instead of showing the question to every client.

Scenario: Contact preference follow-up

you may ask: “What is your preferred method of contact?”

Conditional section appears:

If the client selects Phone, you can display a conditional section that includes:

• “Please confirm your best phone number”
• “Is it okay to leave a voicemail?”