The form
Set up the lead-capture form. Pick the contact method, choose extra fields, and design the two-step flow that catches more leads.
The form is the thing your visitor fills in before they see your content. Lead capture is a Pro feature (14-day free trial); on the free plan share links open straight into the content. SendClaw's form is built around three ideas:
- Keep it to two steps maximum. More than two and your conversion drops.
- Pick email or phone as the primary contact. SendClaw is built for both, so choose what fits the campaign.
- Save half-filled forms. When someone types their email and bails before step 2, you still get the lead.
Set up the form
Open the document, go to the Gate step on the design canvas.
Step 1: the must-haves
| Field | Always on? | Notes |
|---|---|---|
| Primary contact | Yes | Email or phone, your call. |
| First name + Last name | Toggleable | Default on for new gates. |
Step 2: the nice-to-haves
Chips you can toggle in or out:
| Field | Notes |
|---|---|
| Company | Free-text input. |
| Other contact method | If email is primary, this chip is "Phone". If phone is primary, this chip is "Email" (and you can turn it off entirely for phone-only campaigns). |
| Custom field | Paid plans. Set your own question, like "How many leads do you generate a month?". |
If you don't enable any step-2 fields, step 1 is the whole form.
Email or phone as the primary contact
Toggle Primary Field at the top of step 1. The form changes accordingly:
- Email primary: visitor sees an email box on step 1.
- Phone primary: visitor sees a phone box on step 1, with a searchable country picker. The picker defaults to the visitor's country based on their location.
Pick phone when you're running a sales-call campaign or your audience is on WhatsApp. Pick email when you're feeding a nurture sequence.
Partial submissions: when your visitor bails
This is the part most form tools get wrong. SendClaw saves a partial lead the moment your visitor finishes step 1, before they continue to step 2. If they leave after step 1, you still get their email or phone in your inbox.
- Partial leads show up in
/g/leadsfiltered as Partial. - If your webhook is set to receive partials too, you'll get notified the moment step 1 is submitted.
- If the same person comes back later and completes the whole form, SendClaw recognises them and updates the existing partial row to "Complete" instead of creating a duplicate.
- Partial leads stay in your inbox indefinitely, the same as complete ones, so your team can work them whenever suits. After 30 days of inactivity SendClaw quietly removes the visitor's IP address and browser details from the record; the contact details you captured are untouched.
Partial leads don't count against your monthly lead limit until they're promoted to Complete. So this only helps your numbers; it never hurts them.
Custom fields (paid)
On paid plans you can add one custom question per gate. Set the label ("Annual revenue", "Number of employees", "Your role"), and the field shows up on step 2. The answer comes through in your webhook payload and your CSV export.
Consent footnote
Step 1 always shows a short legal line so you're clear about what happens to the visitor's data:
By entering your information, you consent to your data being saved and shared with the publisher of this content, in accordance with our Terms & Privacy Policy.
The "Terms" link points at SendClaw's terms by default. If you'd rather it point at your own, set a Terms URL in the Legal part of the Gate step.