Prospect Form URL


The Prospect Form URL is a link that can be shared with prospects at your organization's event so they can submit their information on their own mobile and desktop devices. The feature simplifies the ability for Prospects to submit their information and enables your organization to speed up information collecting and managing high volume prospects at your events.

Note: Prospects can submit their information before, during, or after your event using the URL. The URL is only available during the duration an Event is considered Active (i.e. 3 days prior to and 3 days after the chosen Event Date).

Copy your Prospect Form URL by clicking the ellipsis on your navigation bar and selecting CRM from the dropdown menu.


From the CRM page, navigate to a Planned or Active Event on the right-hand panel. If you do not see the Event you are looking for, click See All


Click the ellipsis inline  with your selected Event and click Copy Link from the dropdown menu.


The Event's Prospect Form URL will be copied to your clipboard. Paste and share this link widely.