Where do website enquiries land, and how do I turn one into a member?
Connect your website form, triage what arrives, and know exactly what Convert does.
Connect your website form, triage what arrives, and know exactly what Convert does.
Settings › Leads
Steps
- 1Open Settings › Leads.
- 2Copy the form snippet, or the endpoint if your website builder asks for a URL.
- 3Paste it on your site and style it. The field names are what matter.
- 4Add your domain under Allowed website domains and save.
On this page6
Getting enquiries into the inbox
Path: Settings › Leads.
You get an address of your own with a token, plus a ready-made HTML form to paste on your website. Only the name and a valid email are required; phone, interest and level are optional.
To post straight from a browser, add your website domain under Allowed website domains. Server side tools such as Zapier or Make work with the token alone.
Two submissions from the same person
A second submission from the same email within 48 hours is merged into the first one, filling the blanks and raising no second notification.
That only happens while the first lead is still at status New. As soon as you have answered, which moves it to Contacted, a new submission creates a SECOND lead, with its own notification and its own automation.
Two labels that look alike
Status is triage: New, Contacted, Converted, Archived. It drives the counters and the chips at the top of the page.
Stage is your sales pipeline: New, Contacted, Visited, Trial, Won, Lost. It is the pill on each row, and the dropdown next to the chips filters by it.
Moving a lead out of the New stage also lifts its status to Contacted, and so does sending them an email. A converted or archived lead is never pushed back.
Writing to a lead
The Message button offers your templates first, then the channel. Email is always available. WhatsApp appears only if the lead has a phone number and WhatsApp is connected, and it opens WhatsApp with the text ready to send.
Tick several leads and Message sends one email to all of them. Only the ones with an email address count, and the panel tells you how many out of how many.
Converting creates the member immediately
Convert creates the member on the spot, on a trial plan, and opens their edit form so you can add what a web form never asks: date of birth, membership, emergency contact.
Closing that form without saving undoes nothing. The person is already a member, which is the right behaviour with someone standing at your desk. The lead moves to status Converted and stage Won.
Converting fires everything a normal sign-up fires: your new member automation, the staff notification, the Zapier event.
Archive, delete, and the History view
Archive takes a lead out of the working list and keeps it under the Archived chip. The menu on the row can move it back later.
Delete puts the lead in the Trash, in Settings › Activity, restorable until the retention period runs out, thirty days by default.
The History chip, at the end of the filter row, lists what has been done: messages sent, status and stage changes, conversions.