A lead form asset is used to capture candidate details directly within campaigns, helping optimize applications and improve lead quality. Within the platform, you can create customized lead forms, enrich them with AI-generated content, and manage them for ongoing use.

Managing lead forms ensures your campaigns remain consistent, compliant, and optimized for candidate engagement.

In this documentation, we’ll walk you through the steps on how to:

Add Lead Form
Create Lead Form
Manage Lead Form

Let’s get started 🚀

Step 1: Go to your workspace, and you will be navigated to the Job Library section of the interface.

Step 2: Click on the Asset Library icon from the left navigation panel.

Here, you will see options for uploading and managing assets such as images, videos, ad copy, lead forms, and logos.

Add Lead Form

Add a new lead form to capture candidate details for your campaigns.

Step 1: Click on the Actions button and select Create new option from the drop-down menu.

A Create new lead form modal window will appear.

Step 2: Assign campaign tags such as Channel, Minor Group, Profile, Company, and Category to organize the video for targeted campaigns.

Field	Description	Example / Context
Language	Dropdown to choose the language in which the campaign content will be created and displayed.	English, French, German
Minor Group	Dropdown field to select a subgroup under the chosen channel. A smaller category under the chosen channel. It defines the specific placement or ad format.	Example: For LinkedIn (channel), choose Job Ads or Sponsored Content as sub-groups.
Profile	Dropdown field to select a specific profile within the subgroup. Profiles allow further segmentation for campaign precision.	Example: Within Sponsored Content, choose Tech Hiring Profile.
Company	Text field to enter or select the company name. Useful when managing multiple brands or business units in the same workspace.	Example: ABC Technologies Pvt. Ltd.
Category	Text field to enter or select the job category or industry type. Helps group campaigns by role or sector.	Example: Healthcare, Finance, Marketing, Engineering

Note: Enable the toggle to make the lead form accessible across all campaigns, even if no tags are assigned. Once enabled, the lead form will automatically apply to every campaign in the workspace, ensuring it can be reused universally without additional configuration.

Step 3: Click on the Next button to proceed.

Create Lead Form

Build a customized lead form by defining setup, questions, privacy, and messages.

Setup

Define the core details of your lead form, including job title, description, and tracking parameters. You can also use AI to auto-generate content for faster setup.

Field	Description	Example
Tags	Choose relevant tags such as job category, language, or industry type.	Example: Afrikaans, Agricultural Workers, Healthcare.
AI Generate	Option to auto-complete the lead form with AI suggestions.	Click Generate to let AI create the job description.
Headline	Short job title or hook for the vacancy.	Limit: 60 characters. Example: Join as a Software Engineer.
Description	Detailed text about the job role, responsibilities, and company details.	Limit: 4000 characters. Example: We are hiring….
Tracking Parameters	Helps track where leads come from	Add Name (e.g., wk_reference_number)and Value (e.g., %reference_number%).

INFO: Click on the Add Parameter + button to create additional tracking fields by defining a Name (e.g., Source,Region) and a Value (e.g., LinkedIn, EU). These parameters help capture extra campaign data for deeper insights and reporting.

Questionnaire

Add or customize questions to collect essential candidate information. Choose from standard fields like name and email, or create custom questions tailored to your campaign goals.

Field	Description	Example
AI Generate	Allows you to auto-generate the questionnaire introduction or questions with the help of AI.	Click Generate to create a suggested intro or sample questions automatically.
Introduction	A brief text is shown at the start of the form to explain why information is collected and its use.	“We use your details to assess your application and contact you about the role.”
Standard Questions	Default questions that capture basic candidate details for communication and screening.	Full name: John Doe Phone: +1 234 567 890 Email: [email protected]
Custom Questions	Additional role-specific questions you create to gather more candidate information. Can be multiple-choice or open-text.	“Years of experience?” (2–4 years) “Preferred location?” (Remote)

Privacy

Ensure compliance by adding your company’s privacy policy link. This informs candidates how their data will be used and appears alongside Facebook’s default privacy disclaimer.

Field	Description	Example
URL	Enter the link to your company’s official privacy policy page. This ensures compliance since user data is being collected.	https://www.companyxyz.com/privacy-policy
Link text	A short label for the privacy link that will be shown to users in the form. Keep it clear and concise.	View Privacy Policy

Manage for Leads

Control the post-submission experience with messages and call-to-action buttons. You can personalize text or let AI generate it, and link candidates to relevant job URLs.

Field	Description	Example
AI Generate	Use the Generate button to let AI create a suggested message for leads automatically. You can edit it as needed.	AI generates a thank-you note with next steps.
Headline	A short statement that tells candidates what happens next after submitting the form.	Thank you for applying!
Description	A detailed message explaining the next steps, such as reviewing applications, timelines, or follow-up actions.	Our team will review your application and contact you within 5 business days.
URL (Call to Action)	The link where candidates will be redirected, usually the company’s career site or a job listing.	https://companyxyz.com/careers
Button text*	The label on the call-to-action button. Keep it action-oriented.	View Website, Apply Now

After creating the lead form, click on the Save button to proceed.

The lead form will be created successfully.

Manage Lead Forms

Organize, update, duplicate, or remove lead forms to maintain campaign consistency and efficiency.

Edit Selected

Update or refine an existing lead form to ensure it aligns with new branding or campaign requirements.

Step 1: Select the lead form(s) you want to edit by ticking the checkbox.

Step 2: Click on the Actions drop-down menu and click on the Edit Selected option.

Step 3: Update the fields such as Setup, Questionnaire, Privacy, and Manage for Leads as needed, and click on the Save button to proceed.

The lead form will be updated successfully.

Edit Tags for Selected

Update or refine tags on chosen lead form assets to improve organization and targeting.

Step 1: Select the lead form(s) you want to update by ticking the checkbox.

Step 2: Click on the Actions button and select Edit tags for selected option from the drop-down menu.

An Edit logo modal window will appear.

Step 3: Select or update tags such as Minor Group, Profile, Company, or Category, and click on the Save button to proceed.

NOTE: The language once selected can not be updated.

The logo will be updated successfully.

Remove Selected

Delete lead forms that are outdated or no longer in use.

Step 1: Click on the Actions button and select Remove selected option from the drop-down menu.

Step 2: Click on the Confirm button to proceed.

The template will be deleted successfully.

Duplicate Selected

Create a copy of the chosen lead form asset to quickly reuse or modify it for new campaigns.

Step 1: Click on the Actions button and select the Duplicate selected option from the drop-down menu.

A Duplicate Lead Form modal window will appear

Step 2: Select the fields such as Language, Minor group, Profile, Company, and Category as needed, and click on the Next button to proceed.