You can use our Form Builder to create your own Lead Intake or Matter Intake forms with your desired fields. Read on to learn more.
- Select File from the top-left corner of Smokeball, then select Intake Forms.
- Select the + Create Form button in the upper left, enter a name and select Matter or Lead. Choose the relevant states and matter types this form applies to.
- Select the Create Form button in the New Lead Intake Form pop-up window. You will then be taken to the Form Builder. Enter the Title of the form and a brief description.
- Use the icons on the right-hand side of the section to add component fields to your form.
- Drag and drop the component icon to the gray + icon on the center of the screen to add it.
- Use the Text Info component if you want to enter some text here for the respondent to read.
- Slider icon: Use this icon to add description text to each component, designate a field as mandatory, or delete the field entirely.
- Pencil Icon: Mouseover headers and/or description fields to edit them.
- Conditional Icon: You can also use conditional logic when creating or editing an intake form. This means designated sections, groups, or questions will be displayed or hidden depending on the user's input.
- Drag and drop the component icon to the gray + icon on the center of the screen to add it.
- Select Preview to check the form as you go. The Preview is what the respondent will see when filling in the form.
- Optional: You can also group multiple questions (e.g., marriage details) together as a group. As in Step 4, drag and drop the Group of fields component field into the center of the screen. You can then add individual field components to the gray + icon within the field group.
- Your progress is automatically saved. Once you are ready to share the form to clients, toggle Active and proceed to step 10. If you wish to share at a later time, proceed to Steps 8 and 9.
- Select Back to all forms to return to your list of intake forms.
- Select the three dots icon next to the Status indicator on the Intake Forms view and then select the Active toggle.
- To embed your form on your website, navigate to Smokeball Settings and select Intake Forms. Choose your custom form from the Forms drop-down menu and select the three dots icon. You then can then copy a URL link, copy an embedded code, or copy a contact us button for your website designer.
Note: Adding the intake form code to your website is outside the scope of Smokeball Support. Please reach out to whoever manages your website's theme to implement this on your website.
Did You Know
Intake forms published by Smokeball cannot be edited in the Form Builder. When viewing a Smokeball form, selecting Edit Form will prompt you with the option the duplicate the form. You can then make modifications to the duplicate you create.
Use the Mapped button if you wish to add fields which will auto-populate submitted responses from the form to the lead or matter in Smokeball. Note: Mapped fields will change based on the matter/lead type selected.
A few notes on Mapped fields
- Every layout available on a Matter will be visible in the Mapped fields list. However, certain complex layouts are not functional at this time.
- If you attempt to add fields from a layout that is not yet functional, the form builder will stop responding.
- At this stage we are not able to hide or provide a list of non-functional layouts.
- We will provide updates as more layouts are added to the Form Builder.
You can duplicate an existing form if you wish to use it as the basis for a new one.
You can also filter matter and lead intake forms from the global forms list.
- Select the gear icon in the top right-hand corner and then select Forms.
- Select the + Create Form button in the upper left and enter a name. Choose the relevant states and matter types the form applies to.
- Select the Create Form button in the New Lead Intake Form pop-up window. You will then be taken to the Form Builder. Enter the Title of the form and a brief description.
- Use the icons on the right-hand side of the section to add component fields to your form.
- Drag and drop the component icon to the gray + icon on the center of the screen to add it.
- Use the Text Info component if you want to enter some text here for the respondent to read.
- Slider icon: Use this icon to add description text to each component, designate a field as mandatory, or delete the field entirely.
- Pencil Icon: Mouseover headers and/or description fields to edit them.
- Conditional Icon: You can also use conditional logic when creating or editing an intake form. This means designated sections, groups, or questions will be displayed or hidden depending on the user's input.
- Drag and drop the component icon to the gray + icon on the center of the screen to add it.
- Select Preview to check the form as you go. The Preview is what the respondent will see when filling in the form.
- Optional: You can also group multiple questions (e.g., marriage details) together as a group. As in Step 4, drag and drop the Group of fields component field into the center of the screen. You then add individual field components to the gray + icon within the field group.
- Your progress is automatically saved. Once you are ready to share the form to clients, toggle Active. If you wish to share at a later time, proceed to Step 8.
- Select Back to all forms in the upper left corner of your screen to return to your list of intake forms.
- If you wish to share the form after it is created, you can do so by selecting the three dots icon next to the Status indicator on the Intake Forms view and selecting the Active toggle.
- To embed your form on your website, navigate to Smokeball Settings, then select Intake Forms. Choose your custom form from the Forms drop-down menu and select the three dots icon. You then can then copy a URL link, copy an embedded code, or copy a contact us button for your web designer.
Adding the intake form code to your website is outside the scope of Smokeball Support. Please reach out to whoever manages your website's theme to implement this on your website.
Did You Know
Intake forms published by Smokeball cannot be edited in the Form Builder. When viewing a Smokeball form, selecting Edit Form will prompt you with the option the duplicate the form. You can then make modifications to the duplicate you create.
Use the Mapped button if you wish to add fields which will auto-populate submitted responses from the form to the lead in Smokeball. Mapped fields will change based on the lead or matter type selected. Note: Only the Prospect and Other Side fields will map for leads if you are a Boost user.
A few notes on Mapped fields
- Every layout available on a Matter will be visible in the Mapped fields list. However, certain complex layouts are not functional at this time.
- If you attempt to add fields from a layout that is not yet functional, the form builder will stop responding.
- At this stage we are not able to hide or provide a list of non-functional layouts.
- We will provide updates as more layouts are added to the Form Builder.
You can duplicate an existing form if you wish to use it as the basis for a new one.
You can also filter Matter Intake forms from the global forms list.