Would you like to keep every form for the same campaign organized in one place instead of scattered across your site? In this guide, we will walk you through creating and targeting a Lead Group, adding forms to it, testing and duplicating its contents, and the tools available in its detail view. All you need is Thrive Leads installed and activated on your WordPress site.
Viewing Your Lead Groups
Go to Thrive Leads » My Forms and select the Lead Groups tab to see every group you have created, along with its impressions, conversions, conversion rate, and status.
Creating a New Lead Group
- Click Create New Lead Group in the top right corner.
- Enter a name in the Name your new lead group field.
- Click Create Lead Group.
A new Lead Group starts out empty, so you will still need to add a form to it or move an existing one in.
Adding a Form to a Lead Group
- Inside the Lead Group, click Add new form.
- Choose a form type, such as In-Content, Ribbon, or a ThriveBox overlay type.
- Open the new form’s Design tab to build it in the embedded Thrive Architect editor.
A Lead Group can contain more than one form, including more than one form type, which is what makes A/B testing across form types possible in the next section.
Viewing a Lead Group’s Forms and Tests
- Click the arrow beside a Lead Group’s name to expand it.
The expanded view splits the group’s content into three tabs: Active forms, A/B tests – In Progress, and Archived Tests.
The Active forms tab lists standalone forms that are not currently part of a running A/B test. Once a form is entered into a test, it moves to the A/B tests – In Progress tab instead, and finished tests move to Archived Tests. You can test two designs of the same form type against each other, or add two different form types to the group (for example a Ribbon and an In-Content form) and test them against each other to see which format converts better. See how to use A/B testing in Thrive Leads for the full walkthrough.
Duplicating a Lead Group
You can duplicate an entire Lead Group — including all of its form types, designs, and targeting rules — in a single click.
- Click the Duplicate icon on the Lead Group’s row.
- A new group appears immediately, named (COPY) Original Name.
Duplicating copies every form type and its design, the group’s targeting conditions, connected integrations, and custom CSS. It does not carry over performance data: impressions, conversions, and conversion rate all start at zero, and any A/B test data is not copied. The duplicated group and all of its forms start out disabled, so you can review everything and enable it manually when you’re ready to go live.
Duplicating a Form Type to Another Lead Group
You can also duplicate a single form, rather than the whole group, either within the same Lead Group or into a different one.
- Click the Duplicate icon on the form’s row.
- Choose Duplicate here to create a copy in the same group, useful for A/B testing different designs of the same form type, or choose Duplicate to another group to open a searchable list of your other Lead Groups.
- If duplicating to another group, select the target group and confirm.
You cannot duplicate a form into a group that already has an active form of that same type. If the target group has no form of that type yet, the copy becomes the new active form; if it already has an active form of that type, the copy is added as inactive instead.
That’s it! You now know how to create, populate, test, and duplicate the Lead Groups your forms belong to. Next, see how to set up Lead Group conditions in Thrive Leads to control exactly where a group’s forms appear, or how to use A/B testing in Thrive Leads to compare variants within a group.
Frequently Asked Questions
What happens to a form’s display rules when I move it into a Lead Group?
The form keeps its own Display Rules tab settings. The Lead Group’s conditions apply on top of those, since a group’s conditions control which pages any form in that group is allowed to appear on at all.
Can a form belong to more than one Lead Group?
A form is assigned to one Lead Group at a time, from the Add form to a group step when you create it or from the Lead Group tab in the form editor.
Does duplicating a Lead Group copy its performance data?
No. Duplicating copies the forms, designs, targeting rules, integrations, and custom CSS, but impressions, conversions, conversion rate, and any A/B test progress all start over at zero on the copy.