Lead forms
Capture potential client information from your website, ads, or booking flow.
Lead forms collect contact information from people interested in your studio before they've made a purchase. Responses flow directly into your Arketa account, creating a new lead (and client profile) automatically.
Create a lead form
[IMAGE TODO] Take a screenshot showing the Lead Management → Setup → Intake Forms page with any existing forms listed and the "New Form" button visible.
- Go to Lead Management → Setup → Intake Forms
- Click New Form
- Fill in the form details:
| Field | Description |
|---|---|
| Name | Internal name — not shown to leads |
| Title | What leads see at the top of the form |
| Subtitle | Short description shown on the public form page (not on checkout) |
| Redirect URL | Where to send leads after they submit |
| Custom lifecycle stage | Which stage to place the lead in after submission — defaults to your standard lead stage if left blank |
| Custom lead source | Label for tracking where leads come from — defaults to "form response" |
| Show for these templates | Leave empty for standalone forms and landing pages |
| Show for these pricing options and communities | Leave empty for standalone forms and landing pages |
- Add custom fields — questions that appear on the form. Use these to collect anything beyond name and email (fitness goals, class interests, how they heard about you, etc.).
[IMAGE TODO] Take a screenshot showing the lead form creation/edit page with the form fields filled in (Name, Title, Subtitle, Redirect URL, Custom lifecycle stage, Custom lead source) and the custom fields section visible below.
Share or embed a form
Once you've saved a form:
- Go to Lead Management → Setup → Intake Forms
- Hover over the landing page link
- Choose Copy link to share the URL directly, or Embed to get an embed code for your website
Embed places the form inline on your page — useful for landing pages, your homepage, or a dedicated "Join" page.
Link opens the form on a hosted Arketa page — useful for sharing in emails, ads, or social media.
[IMAGE TODO] Take a screenshot showing the Intake Forms list with the hover state on a form's landing page link, showing the "Copy link" and "Embed" options.
Use cases
Google Ads — Link your ad directly to the form URL. Leads who click submit their info straight into Arketa, and an automation can follow up immediately.
Presales — Set up a form before you open your studio so you can capture interest and build a list before your first class.
Partner attribution — Create separate forms for different partnerships (e.g., "Local gym referral" vs. "Instagram ad") with different custom lead sources so you can track which partnerships drive the most leads.
Upsells — Attach a form to a specific pricing option to collect additional info from anyone who purchases.
Automate follow-up
To automatically respond to form submissions:
- Go to Marketing → Automations → Create Automation
- Choose the trigger Form submitted
- Select the form you want to track
- Add your actions (email, SMS, task)
- Set the automation live
This lets you send an immediate reply the moment someone submits, while they're still engaged.