Lead capture turns your card from a one-way share into a two-way exchange — you give your details and collect your contact's at the same time, with no manual effort.
Requirements
- A paid Umbel plan
- An active card
1. Switch your action button to Lead Capture
- Open the card editor from your dashboard.
- Scroll to the Action Button section.
- Select Lead Capture.
From now on, tapping your action button shows contacts a form instead of downloading your contact file.
2. Configure the form fields
The form builder lets you choose which fields appear:
- Default: first name, last name, email, phone
- Optional: company, job title, a notes field, or custom fields with your own label
Each field can be required or optional. Keep the form short — name, email, and phone is enough for most events; every extra field increases drop-off.
3. Branding
The form automatically inherits your card's colours and typography. On a team plan with a locked template, it follows your organisation's approved branding.
4. Test it
Before your next event:
- Open your card on another device (or send the link to a colleague).
- Tap the action button, fill in the form, and submit.
- Check your leads dashboard for the test entry, then delete it.
Where leads go
Submissions appear immediately in your Leads dashboard, each with the contact's details, a timestamp, and the card they came through. From there you can view, manage, and export them as a CSV.
Tips for events
- Tell people what to expect: "pop your details in and I'll be in touch."
- Review leads the same day, while the conversation is fresh.
- Export to your CRM within 24 hours for the best follow-up results.