How to set up LinkedIn business lead capture and forms?
Answer
Setting up LinkedIn business lead capture involves two primary methods: paid Lead Gen Forms through LinkedIn Ads and organic Lead Gen Forms on your Company Page. LinkedIn Lead Gen Forms streamline lead collection by auto-filling user profile data, reducing friction and improving conversion rates—up to 13% for forms compared to 4.02% for traditional landing pages [10]. The process varies slightly depending on whether you’re using ads or organic page features, but both methods require careful setup of form details, lead questions, and CRM integration for optimal results.
Key takeaways:
- Paid Lead Gen Forms are created via Campaign Manager and attached to Sponsored Content or InMail ads, with pre-filled data from user profiles [1][5].
- Organic Lead Gen Forms can be added directly to your Company Page (under the About section) without ad spend, though this feature may be deprecated soon [3][7].
- Best practices include limiting form fields (3–5 questions max), using clear calls-to-action (CTAs), and integrating with CRMs like Marketo or Salesforce for automated lead management [2][6][8].
- Targeting capabilities allow granular audience selection by job title, industry, or company size, making LinkedIn ideal for B2B lead generation [9].
Setting Up LinkedIn Lead Capture and Forms
Creating Paid Lead Gen Forms via Campaign Manager
LinkedIn’s paid Lead Gen Forms are designed for advertisers running Sponsored Content or Sponsored InMail campaigns. These forms pre-populate with a user’s LinkedIn profile data (e.g., name, email, job title), reducing manual input and boosting completion rates. The setup process begins in Campaign Manager, where you configure form details, lead questions, and confirmation messages.
To create a paid Lead Gen Form:
- Access Campaign Manager: Log in to your LinkedIn Ads account and navigate to the Campaign Manager dashboard. Select the Campaign Group and click "Create Campaign" [2].
- Choose an objective: Select "Lead Generation" as your campaign objective. This unlocks the Lead Gen Form option for your ad creative [1].
- Design the form:
- Form details: Add a headline (e.g., "Download Our Whitepaper") and a description explaining the offer. Keep it concise—under 100 characters for the headline is recommended [10].
- Lead questions: LinkedIn auto-fills standard fields (name, email, company), but you can add custom questions (e.g., "What’s your biggest challenge?"). Limit to 3–5 total fields to maximize conversions [2][6].
- Confirmation message: Craft a thank-you note with a CTA (e.g., "Check your email for the guide!"). Include a link to a relevant resource (e.g., a webinar sign-up) [9].
- Attach to an ad: Link the form to a Sponsored Content post or Sponsored InMail message. Ensure the ad creative aligns with the form’s offer (e.g., a case study download ad should lead to a form requesting job role and company size) [5].
Pro tips for optimization:
- A/B test forms: Experiment with different headlines, questions, or CTAs to identify high-performing variations. For example, a form with "Get Instant Access" may outperform "Submit" [6].
- Integrate with CRM: Use LinkedIn’s native integrations (e.g., HubSpot, Marketo) or tools like LeadsBridge to automate lead transfers. This reduces manual data entry and speeds up follow-ups [8][9].
- Monitor analytics: Track cost per lead (CPL), form fill rate, and lead quality in LinkedIn’s Campaign Manager dashboard. Adjust targeting or bidding if CPL exceeds your benchmark (e.g., $50/lead for enterprise software) [2].
Setting Up Organic Lead Gen Forms on Your Company Page
LinkedIn also allows businesses to add organic Lead Gen Forms directly to their Company Page, enabling lead capture without paid ads. This feature is free but may be phased out, as LinkedIn has announced deprecation for some Page-based forms [3]. If available, it’s a low-cost way to generate leads from page visitors.
Steps to enable an organic form:
- Navigate to Page admin: Log in as a super admin (required for this feature) and go to your Company Page. Click "Edit page" in the left menu [3].
- Enable the form:
- In the Leads section, select "Lead gen form" and toggle it on [3].
- Choose a CTA button (e.g., "Sign Up," "Get a Demo") and customize the messaging (e.g., "Subscribe for industry insights"). Keep the CTA action-oriented [4].
- Configure form fields:
- LinkedIn auto-populates basic fields (name, email), but you can add 1–2 custom questions (e.g., "What’s your company size?"). Avoid lengthy forms—shorter forms convert 3x better [10].
- Add a privacy policy link (required for compliance). Ensure your website’s privacy policy is up-to-date and GDPR-compliant if targeting EU audiences [4].
- Save and publish: Review the form preview, then click "Save". The form will appear under your Page’s About section [3][7].
Limitations and workarounds:
- Deprecation warning: LinkedIn is sunsetting some organic form features, so check current availability in your Page admin settings [3].
- No advanced targeting: Unlike paid forms, organic forms rely on Page visitors—promote your Page via posts or emails to drive traffic [7].
- Manual lead downloads: Leads are stored in the Page admin’s Analytics section and must be downloaded as a CSV for CRM uploads. Automated integrations are not available for organic forms [3].
- Alternative solutions: If organic forms are unavailable, use LinkedIn’s "Contact Us" button or direct visitors to a landing page with a embedded form (e.g., via Typeform or HubSpot) [4].
Best practices for organic forms:
- Promote the form: Share a LinkedIn post highlighting the offer (e.g., "Download our free template—click the sign-up button below!"). Pin the post to your Page for visibility [7].
- Offer high-value incentives: Free tools (e.g., calculators), exclusive content (e.g., eBooks), or limited-time offers (e.g., "First 50 sign-ups get a consultation") boost conversions [6].
- Follow up quickly: Download leads daily and import them into your CRM. Response times under 5 minutes increase qualification rates by 9x [2].
Sources & References
business.linkedin.com
linkedin.com
business.linkedin.com
ideagrove.com
experienceleague.adobe.com
leadsbridge.com
snowballcreations.com
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