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Step-by-Step: Creating a Form Campaign

Updated on August 26, 2025

1. Access YS Lead Gen

  • Go to your WordPress Dashboard
Go to your WordPress Dashboard
  • Click on YS Lead Gen in the sidebar
Click on YS Lead Gen in the left menu
  • Click Create New Campaign
Click Create New Campaign

2. Choose Form Campaign

  • Select “Form Campaign”
  • Click Create Form

3. Name Your Form

  • Enter a name for your form (just for your reference)
  • Click Next

4. Select a Template

  • Browse through our form templates
  • Choose one that matches your goal (e.g. contact, newsletter, feedback, etc.)
  • Click Use Template

5. Customize Your Form

  • Use our easy drag-and-drop editor to:
    • Edit your logo, text, images, and fields
    • Rearrange or add new fields
  • Once you’re done, click Save and Next

Optional Targeting Settings

These settings are optional. If you skip them, your form will still work perfectly.

Device & Browser Targeting

Choose whether to show the form on:

  • Desktop
  • Mobile
  • Tablet
  • Or all devices

Display Frequency & Timing (Optional)

Control how often and when the form appears:

  • Limit the number of views per visitor
  • Set specific dates or times

Traffic Source Targeting (Optional)

Show the form only to visitors from:

  • Facebook
  • Google
  • UTM campaigns
  • Referral URLs

Publish & Use the Shortcode

After publishing, you will receive a Shortcode for your form.

You can copy and paste this shortcode anywhere on your site to display the form.

How to Use the Shortcode

If you’re using the Default WordPress Theme:

Use the following HTML format to embed the shortcode directly into a page or post:

Next

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