> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gettap.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead capture forms

> Design the form visitors fill in, and keep it wired correctly to your CRM.

The lead capture form is what a visitor sees after tapping or scanning a member's profile. It's the only part of Tap a stranger interacts with, so it has two competing jobs: collect what you need to qualify, and stay short enough that someone actually finishes it at a busy booth.

## Labels and names

Every field has two identifiers, and confusing them is the most common configuration mistake in Tap.

<CardGroup cols={2}>
  <Card title="Label" icon="eye">
    The human-readable text the visitor reads — "What's your work email?". Cosmetic. Change it whenever you like.
  </Card>

  <Card title="Name" icon="key">
    The stable machine key the answer is stored under, and the key your CRM mapping points at. Structural.
  </Card>
</CardGroup>

<Warning>
  Renaming a **label** is always safe. Changing a **name** silently breaks every CRM mapping pointing at the old key — the field keeps collecting data and stops arriving in your CRM. If you must change a name, re-check your [field mapping](/en/integrations/field-mapping) immediately afterwards.
</Warning>

When you add a custom field, Tap generates its `name` by slugifying the label. Two fields labelled "Notes" become `notes` and `notes-1`. Because the key is derived from the label at creation time, later editing the label does **not** change the key — which is exactly what keeps your mapping stable.

## The default form

A brand-new account with no saved form collects four fields, in this order:

<Steps>
  <Step title="Full Name">
    `full-name` — text
  </Step>

  <Step title="Email">
    `email` — email
  </Step>

  <Step title="Mobile">
    `phone-mobile` — tel
  </Step>

  <Step title="Note">
    `note` — textarea
  </Step>
</Steps>

<Note>
  If you save a form with no fields at all, Tap restores these four rather than presenting visitors with an empty form. Clearing the form is not a way to disable capture.
</Note>

## Built-in fields

These fields have reserved keys with known meaning, which is what lets Tap map them to your CRM's standard properties automatically. Prefer them over custom fields wherever one fits.

### Contact and identity

| Label | Name | Type |
| - | - | - |
| Full Name | `full-name` | text |
| Email | `email` | email |
| Job Title | `job-title` | text |
| LinkedIn | `linkedin` | url |

### Company

| Label | Name | Type |
| - | - | - |
| Company Name | `company-name` | text |
| Company Website | `company-website` | url |

### Phone

| Label | Name | Type |
| - | - | - |
| Phone Number | `phone-number` | tel |
| Mobile | `phone-mobile` | tel |
| Work | `phone-work` | tel |
| Office | `phone-office` | tel |
| Fax | `phone-fax` | tel |

### Location

| Label | Name | Type |
| - | - | - |
| Lead Location | `lead-location` | text |
| Lead Location — Country | `lead-location-country` | text |
| Lead Location — City | `lead-location-city` | text |
| Lead Location — State | `lead-location-state` | text |
| Lead Location — Street Address 1 | `lead-location-street-1` | text |
| Lead Location — Street Address 2 | `lead-location-street-2` | text |
| Lead Location — Postal Code | `lead-location-postal-code` | text |

### Notes

| Label | Name | Type |
| - | - | - |
| Note | `note` | textarea |
| Message | `message` | textarea |

<Note>
  A handful of older keys — `mobile-number`, `primary-email`, `secondary-email`, `primary-phone`, `secondary-phone`, `address`, `image` — remain valid for accounts created before the current field set. They still work and still map. You don't need to migrate them, but use the modern keys above for anything new.
</Note>

## Custom fields

Anything the built-in set doesn't cover — "Which product are you interested in?", "Booth number", "Event name" — becomes a custom field with a slugified key.

Custom fields work exactly like built-in ones except for CRM mapping: Tap can't guess where they belong, so you must map them by hand. See [Field mapping](/en/integrations/field-mapping#custom-fields).

## Where the form comes from

A profile can get its capture fields from three places. They resolve in this order, first match winning:

<Frame caption="Where a profile's capture fields come from">
  <img className="block dark:hidden" alt="Capture fields come from the template first, then the member's own saved form, then the default four fields." src="https://cdn.gettap.co/docs/images/form-resolution-light.svg" />

  <img className="hidden dark:block" alt="Capture fields come from the template first, then the member's own saved form, then the default four fields." src="https://cdn.gettap.co/docs/images/form-resolution-dark.svg" />
</Frame>

<Steps>
  <Step title="The profile's template">
    If the profile uses a template that defines lead capture fields, those fields are used. This is how an admin forces every rep to collect the same data.
  </Step>

  <Step title="The member's own saved form">
    Otherwise, the fields the member saved for themselves.
  </Step>

  <Step title="The default four">
    If the member has never saved a form, the default set above is used — and created for them on first load.
  </Step>
</Steps>

<Tip>
  If a rep insists they changed their form and the change isn't showing, check whether their profile is on a template that defines capture fields. Template fields silently override personal ones.
</Tip>

## Prefill from a connected profile

When a visitor is themselves a Tap user, the form can prefill from their profile — name, email, company already filled in before they type anything.

Anything the visitor types wins over the prefilled value. Prefill is a convenience, never an override.

## Best practices

<AccordionGroup>
  <Accordion title="Four to six fields, hard limit" icon="ruler">
    Completion rate falls off sharply past six fields. Anything you could enrich later from an email address — company size, industry, location — doesn't belong on the form.
  </Accordion>

  <Accordion title="Put the note field last" icon="arrow-down">
    Free-text fields are the most likely to be abandoned. Placing the note after the contact details means a visitor who gives up partway has still given you a usable lead.
  </Accordion>

  <Accordion title="Use built-in keys wherever one fits" icon="key">
    A custom field called "Work Email" needs manual mapping in every CRM. The built-in `email` field maps itself.
  </Accordion>

  <Accordion title="Use a tag for the event, not a form field" icon="tag">
    Don't ask visitors to type the event name. Apply a [tag](/en/teams/tags) to the leads afterwards — it's more accurate and costs the visitor nothing.
  </Accordion>
</AccordionGroup>

<Card title="Next: collecting leads" icon="arrow-right" href="/en/leads/collecting-leads">
  How capture actually works in the field.
</Card>


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