The custom lead form sets which details a new connection fills in when they receive a card. Admins build it once and apply it across a workspace, template, or campaign, so cards collect the same qualifying information every time.

Note: The custom lead form is available on Blinq Business and Enterprise plans. View pricing →

What you'll need:

▶ A Blinq admin account, configuration is admin-only

▶ A Blinq Business or Enterprise plan

Members don't need to set anything up themselves, the form applies to them automatically through their template or active campaign.

Add a custom lead form to your template

In the Blinq dashboard, go to Team Templates
Edit or create a template
Select the Custom Lead Form tab

Add a custom lead form to your campaign

If you haven't created a campaign yet, you'll set this up as part of that flow: on the Lead capture step (step 4 of 5), select Add custom form under Custom lead form.

If you already have a campaign, add or edit its form from there instead:

In the Blinq dashboard, go to Campaigns
Open the campaign and select View campaign
Under Event lead capture, open the Custom lead form card

Building your form

Open the custom lead form editor, from either the campaign view or the template editor
Toggle Enable Lead Capture on or off. This is optional, it decides whether the recipient fills out the form before or after they see your card. See Lead capture mode
Toggle Add Skip form button on or off. This decides whether the person filling out the form can skip it entirely without submitting anything
Set a custom form heading and button text, or leave the defaults
Add and configure your fields: set the type, label, and order, and mark fields as Required (any field except a checkbox can be required)
Save your changes

A live preview shows how the form will look to a recipient as you edit. Select Restore default form to start over.

Field types

Every form includes a required Name field and one primary contact field, either Email or Phone. Admins can also add Job title and Company.

Custom field types:

Custom text, for a free-text answer
Dropdown, for a single choice from a list of two to five options
Checkbox, for a checked or unchecked option

Admins can add up to three custom fields on top of the required fields. Custom fields are saved to the workspace, so they can be reused across other forms and templates.

Lead capture mode

By default, a recipient sees your Blinq card first and can fill in the form afterward. Turning on Enable Lead Capture requires the recipient to complete the form before they can view the card, useful at events and booths where you want details captured before anything else.

When forms get used

This form isn't only shown to recipients. It also appears for your team when they manually create a contact or use the scanner (see Custom forms on manual creation and scanning below).

Note: Form priority is campaign form → template form → Blinq default form. If a member is in two overlapping campaigns, the form from the most recently created campaign is shown. When a campaign ends or a member leaves it, the form falls back to their template form, or to the Blinq default if no template form is set.

Custom forms on manual creation and scanning

Custom forms also apply when a rep manually creates a contact or uses the scanner, not just on shareback. A form picker lets reps switch between their template, campaign, or the standard Blinq form. Required fields carry over, and it works offline too. Available on iOS 1.113.0+ and Android 1.85.0+.