# Edit Your Audit Form: Customize Content, Style & Settings

Tailor your embedded audit forms to match your brand, guide your users, and convert more leads with custom forms.

**August 11, 2025**

## What Is the Form Editor?

The **Edit Audit Form** page is your dedicated editor for customizing embedded forms that live on your website. This editor lets you:

- Modify text and labels
- Adjust fonts, colors, spacing, and layout
- Link a report template
- Add advanced styling and automation

Each form you create lives inside the **Lead Engine**, and can be previewed, edited, duplicated, renamed, or deleted — just like dashboards and reports.

✳️ **You can create multiple forms**, each with its own linked report and personalization — perfect for different use cases, audiences, or websites.

## How to Access the Form Editor

1. Go to the **Lead Engine** page from the main menu
2. Select a form from the **dropdown in the top bar** (default: “Email Audit Form”)
3. Click **Edit Form** (top bar button)
4. You’ll be taken to the **Edit Audit Form** interface

Here, you’ll find three side panel categories: **Content**, **Style**, and **Settings**.

## Content Tab

This section controls what your users see and fill in.

### **• Heading**

- Set the main title of the form
- Example: “Get Your Free Email Audit”

### **• Description**

- Add a short subtitle or paragraph
- Useful for describing what the report includes

### **• Form Fields**

- **Editable Fields**: First Name, Last Name, Phone Number
- **Required Fields**: Email Address and Mailchimp API Key
- **Each field has:**
  - Label text (visible above the input)
  - Placeholder text (inside the field)
  - Width percentage control (e.g., 50%, 100%)
  - Required toggle (where applicable)
  - On/off toggle (for optional fields)

**⚠️ Note:** Email and Mailchimp API Key fields must have custom placeholder or label text to function properly.

### **• Button**

- Edit the call-to-action (e.g., “Request My Report”, “Start Audit”)

## Style Tab

This section lets you adjust the visual look and feel of the form.

### **• Form**

- Layout width
- Corner radius
- Padding
- Background color

### **• Fields**

- Customize:
  - Font family
  - Font size
  - Text color
  - Input background color
  - Required label color

### **• Button**

- Adjust:
  - Font family
  - Font size
  - Text color
  - Background color
  - Padding
  - Width percentage

## Settings Tab

This section controls functionality and automation.

### **• Custom CSS**

- Add advanced styling for exact visual control
- Great for matching the rest of your website

### **• Automated Email**

- Enable an auto-response email
- Sent immediately after form submission
- Delivers the audit report link

### **• Report Template**

- Choose which **report template** to link to the form
- This is the audit report users receive after submission
- Each form can have a different linked report

## Save & Exit

Click **Save** in the top bar to confirm changes. Your updates apply immediately to the selected form.

You can also:

- **Create New Forms**
- **Duplicate** existing ones
- **Rename** or **Delete**
- All managed via the **top-bar dropdown menu** on the editor page.

## Why This Matters

✅ **Capture high-quality leads** with Mailchimp-linked forms

✅ **Design forms to fit your brand** with full customization

✅ **Deliver instant value** through automated white-labeled reports

✅ **Use different forms for different offers or clients**

Each form is its own lead capture machine — with its own design, settings, and report connection.

➡️ All **email** **audit form** and **lead capture** features are covered in another article — **Lead Engine Overview**.

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