Collect additional information from readers beyond just email.
Adding form fields
Beyond email, you can add custom fields to your lead capture form:
- Name
- Company
- Phone number
- Custom questions
Field types
Available field types include:
| Type | Use case |
|---|---|
| Text | Name, company, job title |
| Email address (validated) | |
| Phone | Phone number |
| Dropdown | Select from options |
| Checkbox | Opt-in, agreements |
Setting up custom fields
- Open your guide in the editor
- Go to guide Settings
- Navigate to Lead Capture
- Add the fields you need
- Mark fields as required or optional
Best practices
Keep it short
Every additional field reduces conversion. Only ask for what you truly need.
Recommended: 2-3 fields max - Email (required) - Name (optional) - One qualifying question (optional)
Make fields optional when possible
Required fields create friction. If you don’t absolutely need it, make it optional.
Use clear labels
Don’t make readers guess what you want:
- Good: “Work email”
- Bad: “Email”
- Good: “Company name”
- Bad: “Organization”
Accessing form data
View and export all captured data from your dashboard:
- Go to your guide
- Click Analytics
- View leads or export CSV