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Why You Need A Wholesale Lead Capture Form In WooCommerce (2024 Guide)

Why You Need A Wholesale Lead Capture Form In WooCommerce (2024 Guide)

You’ve heard it a million times: “You can never have too many leads.” Unfortunately, trying to capture wholesale leads when selling online isn’t always as easy as displaying your products. And that’s where having a wholesale lead capture form up and running in your store is handy!

A decade ago, eCommerce customers wouldn’t even consider handing out their contact information in plain view. That changed when Google and other search engines penalized websites for collecting customer data. But with so much competition, it’s only natural that businesses are looking for ways to get more people interested in their products and services and get them as their customers.

One of the best ways to do that is through pre-approval options like WooCommerce lead capture forms. This article will explain what that means and why you need them implemented in your Wholesale store starting today. Let’s get into it!

What Is A Wholesale Lead Capture Form?

A lead capture form is a quick and easy way to get potential customers on board with your brand.

If you have an e-commerce store, you’ve probably encountered similar questions from customers at one point or another.

Sample Lead Capture Form
Sample Lead Capture Form (click to zoom)

Traditionally, these questions have revolved around the types of information you need to collect from customers and the processes you must follow to respond to these inquiries. Customers usually have questions about how long their information will be stored, what consequences will come if they don’t complete the forms, and how long they will be stored.

You must also remember that the information collected on these forms can and will be used against you in certain jurisdictions if you don’t protect your privacy.

Why You Need A Wholesale Lead Capture Form

You’ve heard it repeatedly, but buying leads is not enough. You need access to as much data as possible to make the most of your lead generation efforts.

That’s why having access to a lead capture form is so important. A good lead capture form will help you get the most out of your in-person meetings with prospects. It’s also important because it makes it easier for salespeople to stay within their allotted time with a prospect.

However, how exactly do you ensure your leads come from a legitimate source? A Wholesale Lead Capture Form is the best way to do that. Even if you don’t plan to sell anything to your list of customers, having that list can be very helpful when looking for new customers.

Sample Lead Capture Form
Sample Lead Capture Form (click to zoom)

It not only helps you identify people who might be interested in your products and services, but it can also help you reach out to those people directly.

How To Create A Wholesale Lead Capture Form In WooCommerce

Now that you’ve got the low down on what a WooCommerce lead capture form is and how it helps your business, it’s time to start creating your own!

Here are a few ideas on creating a lead capture form using the latest lead capture software: Start with WooCommerce (the leading eCommerce software). Then, use their free online lead capture form to add extra privacy and security to your lead capture form.

WooCommerce is the e-commerce platform of WordPress

Though WooCommerce’s built-in lead-capturing features can be an excellent place to start, they lack the more sophisticated functionality you might require in the future.

Therefore, we suggest the Wholesale Lead Capture plugin as an alternative if you’re searching for a more advanced, flexible, and effective lead-capturing solution. This plugin lets you create an automated registration form, send automated email sequences, host a complete user approval system, and more.

Take the pain out of manually recruiting & registering wholesale customers with Wholesale Lead Capture Plugin

And in this tutorial, we’ll show you how to set up an effective wholesale lead capture form using the Wholesale Lead Capture plugin:

Step 1: Set the pages for wholesale program terms, login, and registration.

Head to WooCommerce > Settings > Wholesale Lead > General to start with wholesale lead capture forms. From here, you will see that the lead capture tool has several pre-built registration pages on your website to help you manage wholesale clients:

Step 1: Set the pages
Step 1: Set the pages (click to zoom)

Note that you don’t have to build these manually, but if you want, you can further customize them in the following steps.

By selecting the ‘View Pages’ hyperlink, you can get a sneak peek at these pages and then decide which pages the forms should be displayed on in line with those options. For instance, if you want the Terms and Conditions to be linked to the Wholesale Log-In Page, select the latter in the drop-down:

Specify the redirection page
Specify the redirection page (click to zoom)

Step 2: Set lead actions.

Once you’ve narrowed down the pages, you can improve how leads or new users will be handled. You can decide, for instance, whether you want your leads to be manually or automatically approved:

Step 2: Set how leads will be processed
Step 2: Set how leads will be processed (click to zoom)

Additionally, you can decide whether existing customers can ask for an account upgrade. To inform your wholesale users or leads about the upgrade, enable the option to “Show Account Upgrade Message” and then write up a display message:

Write an upgrade message
Write an upgrade message (click to zoom)

Step 3: Customize built-in forms.

With the Wholesale Lead Capture plugin, you can customize the built-in forms by enabling or disabling specific fields. For instance, if you want to add a Company Name field in your lead capture form, enable Company Name:

Enable or Disable Fields
Enable or Disable Fields (click to zoom)

You may also build custom fields if your form needs more lead-collection data. To learn more, visit our Lead Capture Getting Started KB here.


With increasing competition and less expensive software, many businesses face challenges securing leads from potential customers. And that’s why as a wholesaler, having an effective wholesale lead capture form is a must!

A wholesale lead capture form helps you to save time and money by capturing all of the details regarding your customers instead of manually entering them into a spreadsheet. Once your lead data is entered into the form, it’s easier to start identifying which leads are worth pursuing.

You can then prioritize which companies to contact for follow-up or provide more information about future business opportunities. Do you have questions about wholesale lead capture forms in WooCommerce? Let us know in the comments down below!

author avatar
Belle Berber Writer, Content Manager

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