Lead Capture Form

Capture potential leads and integrate them directly with Jetpack CRM.

What you need to get started

This feature works with Jetpack CRM. For Newsletters powered by the Jetpack plugin and Paid Newsletter Subscriptions, please see the Jetpack Newsletter support guide.

To use the Lead Capture Form, you’ll need:

A Jetpack CRM active and connected plugin.
Jetpack’s Contact Form feature must be enabled. This should be enabled by default, but if it’s not, you can enable it as described here.
The Lead Capture block is a part of the Jetpack Blocks suite. See our Jetpack Blocks article to learn about the available blocks and how to activate them.

Jetpack Blocks require the Block Editor (also referred to as the Gutenberg editor). If you’ve installed the Classic Editor plugin, you have a few options:

Deactivate the Classic Editor: Go to Plugins → Installed Plugins in your WP Admin and deactivate the Classic Editor plugin.
Enable both editors: If you prefer flexibility, navigate to Settings → Writing in your WP Admin (not the menu under Jetpack settings). Set Allow users to switch editors to Yes. You will only see these options if you have the Classic Editor plugin installed and active.

Some custom themes or plugins may prevent you from using the Block Editor. In that case, please contact the support team for the plugin or theme for further assistance.

For more details, see Using Blocks and the Classic Editor.

Add the Lead Capture Form block

Start gathering lead information from your website’s visitors by:

In your WordPress editor, search for the Lead Capture form in the block picker. You can also type “lead capture” directly in your post or page. See our Jetpack Blocks page for more information on adding Jetpack blocks.
You can customize the form via the Block’s sidebar settings and styles options. You can also adjust the text displayed in the opt-in field.
Decide if you want to use the Lead Capture Form with Jetpack CRM, both described below.

Once the form is setup, your visitors can opt-in to receive emails from you. The feedback you receive from these forms will be saved in the Jetpack Feedback section of the wp-admin.

Users who have opted-in to receiving new emails from you will have the meta field email_marketing_consent set to 1.

You can export your feedback as a CSV for later use.

Lead Capture integration with Jetpack CRM

The Lead Capture Form block also offers a CRM Integration using the Jetpack CRM plugin.

If Jetpack CRM is not already installed on your site, you can install it directly from the Lead Capture Form block settings under CRM Connection. You can also download the free core plugin from here. More information and help with installing the Jetpack CRM plugin are on this Getting Started page.

Troubleshooting

If you’re having any trouble with the Lead Capture Form block, please visit our contact support page for more information on how to get support.

Still need help?

Please contact support. We’re happy to advise.

Privacy Information

The Lead Capture Form is activated by default. It can be deactivated on the Modules Page.

Data Used
Site Owners / Users For activity tracking (detailed below): IP address, WordPress.com user ID, WordPress.com username, WordPress.com-connected site ID and URL, Jetpack version, user agent, visiting URL, referring URL, timestamp of event, browser language, country code.	Site Visitors If Akismet is enabled on the site, the contact form submission data (IP address, user agent, email address, site URL, and comment) is submitted to the Akismet service (also owned by Automattic) for spam checking.The actual submission data is stored in the database of the site on which it was submitted and is emailed directly to the owner of the form (i.e. the site author who published the page on which the contact form resides). This email will include the submitter’s IP address, timestamp, name, email address, website, and message. The IP address is included as an abuse prevention measure. And for sites using Akismet, it is required for providing proper spam defense.
Activity Tracked
Site Owners / Users We track when, and by which user, the feature is activated and deactivated.	Site Visitors None.
Data Synced (Read More)
Site Owners / Users We sync a single option that identifies whether or not the feature is activated.	Site Visitors We sync post and post meta data associated with a user’s contact form submission. If Akismet is enabled on the site, the IP address and user agent originally submitted with the comment are synced, as well, as they are stored in post meta.

Data Used

Site Owners / Users

For activity tracking (detailed below): IP address, WordPress.com user ID, WordPress.com username, WordPress.com-connected site ID and URL, Jetpack version, user agent, visiting URL, referring URL, timestamp of event, browser language, country code.

Site Visitors

If Akismet is enabled on the site, the contact form submission data (IP address, user agent, email address, site URL, and comment) is submitted to the Akismet service (also owned by Automattic) for spam checking.The actual submission data is stored in the database of the site on which it was submitted and is emailed directly to the owner of the form (i.e. the site author who published the page on which the contact form resides). This email will include the submitter’s IP address, timestamp, name, email address, website, and message.

The IP address is included as an abuse prevention measure. And for sites using Akismet, it is required for providing proper spam defense.

Activity Tracked

Site Owners / Users

We track when, and by which user, the feature is activated and deactivated.

Site Visitors

None.

Data Synced (Read More)

Site Owners / Users

We sync a single option that identifies whether or not the feature is activated.

Site Visitors

We sync post and post meta data associated with a user’s contact form submission. If Akismet is enabled on the site, the IP address and user agent originally submitted with the comment are synced, as well, as they are stored in post meta.