Enquiries
Enquiries from your own website and forms
Lead Sources brings the forms you already use into YogaTribex. Every submission becomes an enquiry in New Enquiry, with everything the form sent kept on it.
ForSchool owner
Three kinds of source
Open Setup › Lead Sources. With nothing connected yet, the page asks Where are your leads coming from? Otherwise, click Connect a lead source.
| Choose | When | What you get |
|---|---|---|
| Connect your website form | You have a form on your website and want it unchanged | One script tag to paste, or code for your web developer |
| Build a shareable form | You have no website form, or want a link for Instagram, WhatsApp or flyers | A ready-made form with a link, a QR code and an embed |
| Paid ads leads | You run lead ads on Meta, Google or LinkedIn | An address for Zapier to send each new ad lead to |
You can use all three, and as many sources as you need. In New Enquiry, each enquiry shows its source's name under the course.
By default, Lead Sources is for owners and the Config Manager role. It needs the Sales pipeline feature in your school's plan.
Connect your website form
Step 1: Choose the website option
On Connect your website form, click Connect.
Step 2: Pick how your form works
Choose Paste one script tag on my site, marked EASIEST, and click Continue →.
Step 3: Name the source
Fill in Source name, such as "Main contact form". Under Advanced options, Allowed website domains limits it to your own site.
Step 4: Get the script tag
Click Save & get my script tag. The source's page shows it under How to paste your script tag.
Step 5: Paste it on your website
Paste the tag once on your site, before the closing body tag. Replace #your-form-id with your form's own id or class.
Step 6: Test it
Click Send a test lead to see an enquiry arrive. Then fill in your own website form once, to check the tag is working.
If a script tag does not suit your site, open Other ways to connect on the source's page. It covers your form builder's webhook, a plain HTML form and JavaScript.
A web developer can choose Paste code in my form's backend handler instead. After Save & get my code, the source's page holds ready-made code and Send setup instructions to developer.
Bring in lead ads
Lead ads on Meta, Google and LinkedIn reach YogaTribex through Zapier. You need your own Zapier account.
Step 1: Choose the platform
On Paid ads leads, click Set up. Under Which ad platform?, pick Meta (FB + IG), Google Ads, LinkedIn or Other / Custom.
Step 2: Create the source
Fill in Source name, such as your campaign's name, and click Create source & get URL.
Step 3: Set up the Zap
Copy Your Zapier webhook URL, then follow Zapier setup — step by step on the same page.
- The trigger is a new lead from your ad platform
- The action is Webhooks by Zapier, set to POST with your URL
Step 4: Check it
Click Simulate ad lead. It sends a lead in your ad platform's own field names, so you can watch one arrive.
Each ad lead arrives in New Enquiry under your source's name, and the student gets your thank-you message.
Test, check and manage a source
Every source can be tested, checked and paused from Lead Sources.
- Test on the list, or Send a test lead on a source's page, makes a real enquiry in your own name. It arrives like any other.
- What your form is sending lists your form's fields once it has sent something. Correct any field's Becomes choice, then click Confirm.
- Fields left as Keep as extra detail are not lost. They appear on the enquiry under From the form.
- Not landing under a source's status means something reached it but did not become an enquiry.
- Click a source's All leads number to see every enquiry it brought in.
To stop a source for a while, click Pause. Submissions are refused while it is paused, but its address stays the same, so your website needs no change.
Switch it back on with Activate on the list, or Make live on the source's page.
On a website or ads source, Rotate address gives it a new address and stops the old one. Remove stops the address for good; the enquiries it brought in stay.
Get free set-up help
Not sure where to paste anything? The card Not technical? We'll set it up for you — free. appears on the chooser and on website and ads sources.
- The WhatsApp button, when shown, opens a chat with the YogaTribex team that already names your school.
- Create a support ticket opens a support ticket, already filled in, asking YogaTribex to connect your form.


