If you run ads to collect leads, having a little more room to review your form before it goes live can save time, prevent mistakes, and help you capture better information from potential customers. This CRM feature lets you create lead forms in draft mode, come back to them later, and make sure everything is ready before using them in a campaign.

📌 Why This Matters

Lead forms are often one of the first touchpoints a customer has with your business. If a form goes live with missing questions, incorrect field mapping, or incomplete details, it can create confusion and lead to missed follow-ups. With draft support, you can prepare your form at your own pace, double-check the setup, and publish only when it is fully ready to use.

✨ What’s New

• Draft lead forms: You can now create and save lead forms in a draft state instead of publishing them right away.
• Save as Draft option: A dedicated action in the form builder lets you save your progress and return later.
• Visible draft labels: Draft forms are clearly marked in the form selection dropdown, so you can quickly tell which ones are not ready yet.
• Edit drafts easily: You can reopen and update draft forms directly from the form selector using the edit icon.
• Campaign checks before publishing: The system warns you if a selected form is still in draft mode or has incomplete field mapping.
• Clear warning messages: If something is missing, you will see a message before your ad goes live, helping you avoid setup issues.

🛠️ How to Use It

1. Step 1: Open the lead form builder inside your CRM and set up the form details, such as greeting, questions, privacy policy, and follow-up message.
2. Step 2: If the form is not ready yet, click Save as Draft instead of publishing it.
3. Step 3: Find the draft later in the lead form selection area, where it will be marked with a visible draft label.
4. Step 4: Use the edit icon to reopen the form, finish your field mapping, and review all details.
5. Step 5: Publish the form once everything is complete and ready for your campaign.
6. Step 6: If you try to use an incomplete or draft form, review the warning message, make the needed fixes, and then publish before launching your ad.

💡 Pro Tip

Before turning on any lead ad, save your form as a draft first and review the questions and field mapping carefully, because cleaner lead data makes it easier to follow up faster and turn more inquiries into sales.