Forms that qualify leads while they capture
Use conditional logic and multi-step structure so the form adapts to each answer, qualifies intent, and still converts better than the long flat version.
- 1
Map the branches before building
On paper: which answer changes what you ask next? "Budget under X" might skip to a nurture path; "Ready now" earns the phone field and a booking redirect.
- 2
Go multi-step for length
Three steps of three fields outconverts one wall of nine. Put the easy, engaging question first; ask for phone and email at the end, after investment.
- 3
Add the conditional logic
In the form builder’s logic settings, show or hide fields and route to different thank-you pages based on answers. Keep rules few and legible.
- 4
Fire different automations per outcome
On submission, tag by answer (budget-high, timeline-now) and let workflows branch: hot paths get speed-to-lead, cold paths get education.
- 5
Map fields, always
Every question maps to a custom field so answers live on the contact, not trapped in a submissions view.
- 6
Test every path
Submit once per branch. Verify the right fields, tags, redirect, and workflow fire for each.
Do it with Claude
Ask Claude to design the branch logic from your qualifying criteria, then generate the Ask AI build prompt for the form with every field, rule, and tag specified.
Watch out for
- Logic so clever nobody can debug why a field did not show.
- Qualifying questions that interrogate ("What is your household income?") before earning trust.
