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Create ConvertKit Form

We need to create a form that we will use to capture leads.

1. Log in: Access your ConvertKit account.

2. Go to Forms: Navigate to Grow > Landing Pages & Forms.

3. Create New: Click + Create New, then select Form.

4. Choose Form Type: Select Clare from the available options.

5. Add Custom Fields:

Default Fields: Name and Email are pre-added.

• Click + Add Custom Field to add:

Phone Number

Website

Revenue

• Label each field appropriately for clarity.

6. Turn Off Incentive Email:

• Go to the Settings tab.

• Under Incentive, uncheck Send incentive email.

7. Remove ConvertKit Branding:

• Scroll to the branding section and uncheck Show ConvertKit branding.

8. Save the Form:

• Click Save to finalize your form setup.

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ConvertKit Documentation:

https://help.kit.com/en/articles/3860348-how-to-create-your-first-form-in-kit