> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.metalocator.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Capturing Leads

Here is a **clean, support-article-style rewrite** of your content, aligned with the MetaLocator style guide:

---

# Capturing Leads

**Configure lead forms to collect and route business inquiries to locations**

MetaLocator enables the collection of business inquiries from locator users through customizable contact forms. These inquiries, referred to as **Leads**, are stored in MetaLocator under **Leads** and can also be delivered via email to designated recipients.

---

## Configure Lead Capture

Follow the steps below to enable and configure lead capture:

---

## 1. Ensure Records Have Email Addresses

Each location must have a valid email address to receive leads.

* Confirm the **email** column in the import file contains valid email addresses.
* Only records with valid email addresses will receive lead notifications.

---

## 2. Display the Email Button

Users access the lead form by clicking an email or contact button in the locator interface.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/a/9/15a99e8ce474cf00/76fc27b2-c3af-4f21-b886-280357_1gbuzhg.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/2385332563/427f8df05df3018874eb5216f149/image.png?expires=1794512700&signature=d1e434d1a2878cbd1a3276d82bb32b0a638f4a5ecc0789e3f6c0ceee0062e152&req=diMvE8p9n4RZWvMW1HO4zQjMSqjFwfynr4KvGvtKU%2FbxuxzXLTxlkNsNtijE%0Af5i6T%2FdBueSN8J1SgrI%3D%0A)

* Most templates include this by default.
* If not present, add the button to one of the following areas:

* Search Results List
* Map Popup
* Location Details

---

## 3. Customize the Lead Form

The lead form defines the fields users complete when submitting an inquiry.

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/0/8/8/7088766676de1400/c1b9b01b-df7d-4163-99a5-6ec49d_35t0l1.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/2385335440/6c80b684a4dc7be0c5014c647f97/image.png?expires=1794512700&signature=831c7b070540fd409aeedda001d5c67b6e8761a1348711d032fbf314f1187371&req=diMvE8p9mIVbWfMW1HO4zbF3zQdVuvgYXpIG26DAsvUq0RC3%2F2YBg7w%2BCTwc%0AiZEARqgmaDjRMX1vAV8%3D%0A)

1. Navigate to **Leads** from the interface navigation.
2. Find the **Lead Form**.
3. Add, remove, or reorder fields as needed.
4. Configure field settings such as required status or field type.

---

## 4. Update Lead Generation Settings

Lead delivery and email formatting are controlled in the Lead Generation settings.

**From Display Name**

The name displayed in the email header. Typically set to the company name.

**Lead Recipients**

A semi-colon separated list of email addresses that receive leads in addition to the location email.

* Supports field references using curly braces:

```
{mycustomfieldname}
```
* The referenced field must contain valid email addresses.

## Lead Email Subject

Defines the subject line of the lead notification email.

## Lead Email Body Template

Controls the structure and content of the lead email using a [Twig template](https://twig.symfony.com/doc/2.x/).

Common variables include:

* `{{template_item.fromname}}` — Sender name
* `{{template_item.fromemail}}` — Sender email
* `{{template_item.leadmessage}}` — Message content
* `{{template_item.interfacename}}` — Interface name
* `{{template_item.name}}` — Location name
* `{{template_item.address}}`
* `{{template_item.city}}`

Custom fields:

* `{{template_item.leadcustom1}}` through `{{template_item.leadcustom40}}`

Styling:

* `{{template_item.theme_color_primary}}` — Interface primary color (e.g., `#123456`)

---

This configuration ensures that inquiries are properly captured, stored, and delivered to the appropriate recipients for each location.  
​  
​