The self-serve lead capture form is a public landing page on your own white-label domain where a prospect can search for their business, fill in a short contact form, and get a free reputation report. Every submission becomes a lead inside your pipeline with the report attached.
It is the easiest way to add real lead flow to your agency website without building a custom funnel. You configure it once, share the URL anywhere, and the platform handles everything from the search to the email delivery.
Where the form lives
#The public form is always at /intel-request on your white-label domain. If your domain is agency.example.com, the form is at https://agency.example.com/intel-request.
Steps and details
To reach the settings page that controls everything you can see below, open Sales Intelligence, then click the Public Form link in the header strip at the top of the workspace (agency owner only; sales agents do not see this link).
- Public URL:
/intel-requeston your white-label domain - Settings: the
Public Formheader link inside Sales Intelligence (agency owner only) - Status URL:
/intel-request/status/{leadUuid}for each generated report
The form is disabled by default. You need to switch it on in the settings before the public URL becomes active.
How the settings page is organised
#The settings page has four tabs at the top. Each one controls a clear part of the experience.
Steps and details · includes a table
| Tab | What it controls |
|---|---|
| General | Enable the form, choose the report type, control the AI Visibility lead toggle, and pick which countries the form supports |
| Page copy | Hero headline, intro paragraphs, trust signal pills, section titles, submit button, and FAQ entries |
| Form & alerts | Required lead fields, the consent label, agency notification emails, post-report CTA, and lead-facing email options |
| Security | Cloudflare Turnstile toggle and rate limit caps |
Tab · What it controls
- General
- Enable the form, choose the report type, control the AI Visibility lead toggle, and pick which countries the form supports
- Page copy
- Hero headline, intro paragraphs, trust signal pills, section titles, submit button, and FAQ entries
- Form & alerts
- Required lead fields, the consent label, agency notification emails, post-report CTA, and lead-facing email options
- Security
- Cloudflare Turnstile toggle and rate limit caps
Only the agency owner can edit these settings. Sales agents can still use Sales Intelligence but cannot change the public form because it ships your agency brand to prospects.
General tab
#This is where the form lives in your account. Keep this clean and the rest of the page becomes easier to configure.
Steps and details · includes a table
Enable the form: turn the public URL on or offReport type: choose betweenBudget modeandFull analysisfor what the lead receivesShow AI Visibility section to the lead: visible only when Full analysis is selected, lets you decide whether the lead sees the AI Visibility section in their reportSupported countries: choose which countries appear in the country dropdown, or leave blank to allow all supported countries
| Report type | What the lead gets | When to use |
|---|---|---|
| Budget mode | Trust score, reviews, visibility map, and competitor comparison | Cold traffic, paid ads, top-of-funnel campaigns |
| Full analysis | Everything in Budget mode plus AI visibility, sentiment, and the deeper diagnostic sections | Warmer traffic where you want the prospect to see more depth |
If your providers are not connected, you will see warnings in this tab with shortcuts to the right pages. Fix them before you switch the form on.
AI Visibility toggle (advanced)
#When Full analysis is selected, you can decide whether the lead sees the AI Visibility section inside their copy of the report. By default this is off so the deepest analysis stays with you as a sales asset.
Steps and details
Turn it on if you want full transparency with the lead from the first email. Leave it off if you prefer to use AI Visibility on a sales call to demonstrate value.
- Off: the lead sees a Budget-style report, the agency still sees the full report
- On: the lead and the agency see the same full report
- Either way, the underlying data is generated and stored against the lead
Country control
#Many agencies only operate in a handful of countries. The country picker lets you decide which ones appear in the form, which keeps the list short for the prospect and avoids submissions you cannot actually serve.
Steps and details
- Leave the list empty to support every country DataForSEO supports
- Tick specific countries to limit the dropdown to those
- Use the search to find a country quickly
- The form auto-selects the visitor country if it is in your allow list, so most prospects do not need to change it
Auto-detection uses the visitor IP country and the browser language. If neither is allowed, the form falls back to your agency's own country if it is allowed, and otherwise to the first country in your allow list.
Page copy tab
#Almost every visible string on the public form is editable. This is where you tune the wording so it matches your brand voice.
Steps and details
Language selectors at the top let you write a different version of every field per language. Languages that do not have an override inherit from English.
- Hero
Headline,Subheadline, and optionalIntro paragraph Trust signals: up to a few short pills shown under the hero"What is in your report" heading,"How it works" heading,FAQ headingSubmit buttonlabelFrequently asked questions: each entry has a question and an answer
Keep the language honest. The form promises a free reputation report, so claims like instant access or full audit can erode trust if the report itself takes a few minutes to generate. Use the included copy as a starting point.
Form & alerts tab
#This tab controls what the lead has to provide and who hears about it. Most agencies tighten this once they see what data they actually use in follow-ups.
Steps and details
Require phone number: add phone as a required field on the formRequire role / job title: ask for the prospect roleRequire consent checkbox: show a consent checkbox, with your own label and optional HTMLConsent label: rich text version of the consent text, shown when the checkbox is requiredEmail these addresses when a lead submits: comma-separated agency emails that receive a new-lead alertEmail the lead when their report is ready: turns on the lead-facing "report ready" emailPost-report call-to-action: button label and URL that override the CTA shown on the lead's report. Leave both blank to use your Report Branding default.
Consent is on by default. If you sell into regulated markets, leave it on and edit the label to match your privacy policy.
Security tab
#This tab protects your form from automated abuse. Two layers are available.
Steps and details · includes a table
- Cloudflare Turnstile: an invisible-by-default challenge that blocks most bot traffic
- Rate limits: hard caps per email, per IP, and per agency across the whole day
| Setting | Default | Sensible range |
|---|---|---|
| Per email / day | 1 | 1 to 50 |
| Per IP / hour | 5 | 1 to 200 |
| Total / day | 50 | 1 to 5000 |
Turnstile requires Cloudflare Turnstile to be enabled in your application settings AND both the site key and secret key to be saved. If either key is missing, the form silently skips the challenge so legitimate prospects are never blocked by a misconfigured widget.
What the lead experiences end to end
#A prospect lands on your public URL. They search their business, pick the right result, fill in their contact details, and submit. The form runs the same business search as the agency-side modal so the data quality is identical.
Steps and details
- Step 1: business search by name, city, and country
- Step 2: pick the correct business from the suggestions
- Step 3: complete the contact form and submit
- Step 4: the platform redirects to a live status page with progress indicators
- Step 5: when the report is ready, the page updates and an email goes out with the link if lead emails are enabled
The status page polls every few seconds and shows the report build progress through five clear stages: lookup, reviews, local visibility, competitors, and final assembly.
What gets stored on every lead
#Every submission becomes a real lead in your pipeline with both the business profile and the contact details captured. You can see and export all of this from the Pipeline tab.
Steps and details
- Business name, place ID, phone, website, and Google rating
- Contact name, role, email, and phone
- Consent timestamp and the language the lead viewed the form in
- Discovery source set to
self_serve_intel_form - The report URL once generation completes
The emails that go out
#Submitting the form triggers up to three emails depending on your settings.
Steps and details · includes a table
| Who receives it | When it goes | |
|---|---|---|
| Report is being generated | The lead | Immediately on submit |
| Report is ready | The lead | When the report finishes and Email the lead when their report is ready is on |
| New lead alert | Your agency notification addresses | Immediately on submit, if at least one address is configured |
All lead-facing emails use your white-label brand and your custom domain so the prospect never sees the platform brand.
How duplicates and abuse are handled
#The form is designed to behave well in real-world conditions, including repeat submissions, bot traffic, and the occasional rage click.
Steps and details
- Same email plus same business within one hour is treated as the same request and redirects to the existing status page
- A hidden honeypot field silently drops obvious bots
- Per-email, per-IP, and per-agency rate limits apply to every submission
- Cloudflare Turnstile blocks most automated traffic when enabled
Multiple languages
#If your account supports multiple languages, the form auto-detects the visitor browser language and uses your translation for that language. The language switcher in the footer lets the lead change manually.
Steps and details
Inside the Page copy tab, you can write a separate version of every field per language. Anything left blank for a language inherits from your English version.
Edge cases worth understanding
#Service area businesses: if Google does not have an address for the business, the form uses the prospect city as the location
Steps and details
- Multiple matches: the form lists every business that matches the search, including across cities, so the prospect can pick the correct one
- No matches: the prospect is asked to refine their search rather than seeing a hard error
- IME composition: typing Chinese, Japanese, or Korean with an IME no longer accidentally submits the form when the prospect presses Enter to confirm character selection