Scope
This guide covers setup & configuration for Forms & Lead Widgets. Availability depends on your tenant package, role and configured providers.
Purpose
Collect structured enquiries from embedded conversion surfaces.
Choose fields, consent language, validation and completion action.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Choose fields, consent language, validation and completion action.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Measure views, starts, submissions and downstream quality.
- Protect PII, validate consent and restrict sensitive fields.
Verify the result
Measure views, starts, submissions and downstream quality. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Protect PII, validate consent and restrict sensitive fields. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.