Lead collection forms should enhance the customer experience, not disrupt it. When forms are displayed to users who are already logged in or known to the system, they can be frustrating and lead to duplicate records. To ensure lead capture efforts are effective, it’s important to follow clear targeting rules. These rules ensure forms reach new or anonymous visitors while guiding returning users toward re-engagement through promotions or educational content rather than sending redundant lead requests.
To avoid this, follow a simple best practice framework for targeting Lead Collection forms:
