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Form Basics ​

This page covers the practical setup flow for creating, publishing, and reviewing a form in LeadBox.

Where to go ​

Go to Outreach -> Webforms.

Builder sections and recognition cues ​

Recognition cues to look for:

  • New form
  • Show forms
  • Fields
  • Preview
  • General
  • Fields
  • Logic
  • Theme
  • Compliance / Emails
  • Publish
  • Hosted URL
  • Copy hosted URL
  • Copy iframe embed

These labels help customers understand where setup work lives inside the form editor.

Compliance and email settings ​

Look for these cues inside the builder:

  • Consent field
  • Enable double opt-in
  • Enable welcome / auto-reply email

Keep these launch-safe truths in mind:

  • consent capture depends on consent field configuration
  • welcome timing after confirmation requires double opt-in

Publish options ​

Active means publicly available.

Archived hides the form from new submissions.

The practical publish options are the hosted form URL and the iframe embed snippet.

Reporting and submissions ​

The reporting surface includes focused breakdowns rather than a broad analytics model.

Source breakdowns currently include:

  • Hosted
  • Embed
  • Campaign link

What to keep in mind ​

LeadBox webforms are practical lead-capture forms. They should not be documented as a full landing-page builder.

Depending on your workspace role, some form setup and publishing actions may be limited. If you do not see an expected action, check your workspace role or ask a workspace owner or admin.