Edit Your Audit Form: Customize Content, Style & Settings

What Is the Form Editor?

The Edit Audit Form page is your dedicated editor for customizing embedded forms that live on your website. This editor lets you:

• Modify text and labels
• Adjust fonts, colors, spacing, and layout
• Link a report template
• Add advanced styling and automation

Each form you create lives inside the Lead Engine, and can be previewed, edited, duplicated, renamed, or deleted — just like dashboards and reports.

✳️ You can create multiple forms, each with its own linked report and personalization — perfect for different use cases, audiences, or websites.

How to Access the Form Editor

1. Go to the Lead Engine page from the main menu
2. Select a form from the dropdown in the top bar (default: “Email Audit Form”)
3. Click Edit Form (top bar button)
4. You’ll be taken to the Edit Audit Form interface

Here, you’ll find three side panel categories: Content, Style, and Settings.

1. Content Tab

This section controls what your users see and fill in.

• Heading

• Set the main title of the form
• Example: “Get Your Free Email Audit”

• Description

• Add a short subtitle or paragraph
• Useful for describing what the report includes

• Form Fields

• Editable Fields: First Name, Last Name, Phone Number
• Required Fields: Email Address and Mailchimp API Key
• Each field has:
• Label text (visible above the input)
• Placeholder text (inside the field)
• Width percentage control (e.g. 50%, 100%)
• Required toggle (where applicable)
• On/off toggle (for optional fields)

⚠️ Note: Email and Mailchimp API Key fields must have custom placeholder or label text to function properly.

• Button

• Edit the call-to-action (e.g. “Request My Report”, “Start Audit”)

2. Style Tab

This section lets you adjust the visual look and feel of the form.

• Form

• Layout width
• Corner radius
• Padding
• Background color

• Fields

• Customize:
• Font family
• Font size
• Text color
• Input background color
• Required label color

• Button

• Adjust:
• Font family
• Font size
• Text color
• Background color
• Padding
• Width percentage

3. Settings Tab

This section controls functionality and automation.

• Custom CSS

• Add advanced styling for exact visual control
• Great for matching the rest of your website

• Automated Email

• Enable an auto-response email
• Sent immediately after form submission
• Delivers the audit report link

• Report Template

• Choose which report template to link to the form
• This is the audit report users receive after submission
• Each form can have a different linked report

Save & Exit

Click Save in the top bar to confirm changes. Your updates apply immediately to the selected form.

You can also:

• Create New Forms
• Duplicate existing ones
• Rename or Delete
• All managed via the top-bar dropdown menu on the editor page.

Why This Matters

✅ Capture high-quality leads with Mailchimp-linked forms

✅ Design forms to fit your brand with full customization

✅ Deliver instant value through automated white-labeled reports

✅ Use different forms for different offers or clients

Each form is its own lead capture machine — with its own design, settings, and report connection.

➡️ All email audit form and lead capture features are covered in another article — Lead Engine Overview