Lead Capture Setup: Adding Estimated Headcount

Prospective clients can add an estimated headcount for their events directly from your lead capture form.

To Add/Customize an Estimated Headcount Content Block

  1. Log into your Planning Pod account, click on your name in the main menu > Settings.
  2. Under the Lead Management heading, select "Lead Capture Forms".
  3. Click to open the form to which you intend to add a preferred event date content block. 
  4. Select "Add Content Block" > "Estimated Headcount". 
  5. In the panel that appears, you have the ability to:
    • Edit the label for this field on your lead capture form
    • Require or not require the field for form submission
  6. Hit "Save" to add the content block to your lead capture form.