Lead Capture: Popups and Page Forms

The Lead capture tab in Marketing (called Forms until October 2026) is where you manage how visitors join your list — a first-visit popup, plus every Form section already on a property page or group site. The rewards program's own pop-up for returning guests is switched on and off here too.

Open it from Host Dashboard → Marketing → Lead capture, or go to /host?tab=guests&marketingSub=forms.

Looking for the questions you send to booked guests — arrival details, dietary needs, their real email address? Those are guest forms, under Communication → Guest forms. See Guest Forms and Polls.

First-visit popup

A quiet overlay the first time someone lands on a property or group site — on the Home tab unless you choose other pages. They can leave an email and, with consent, join the same Audience you email from.

Create a popup

1. Open Marketing → Lead capture.
2. Click Create popup.
3. If you have both property and group sites, choose All sites (one popup on every site you have), property sites or group sites.
4. Choose all sites of that kind or one site. If you chose All sites, or only have one site of that kind, Haven skips this step.
5. Optionally choose which pages it shows on — Home only, Every page, or Choose pages to tick specific pages of the site (offered once one site is chosen). Skip this step to keep it on Home only.
6. Optionally offer a discount (percent, code, and label). You can change this later in the editor.
7. Choose how contacts are saved — Guest or Owner — and optional tags stamped onto everyone this popup captures.
8. The editor opens. The left sidebar is the visitor flow — Welcome, Email capture, Phone capture, and Confirmation. Click a step to edit that page’s headline and buttons on the right. Where it shows, Style, and Discount stay available on every step. Save keeps edits without leaving. Done saves and returns to Lead capture.
9. Back on Marketing → Lead capture, each popup shows a preview of its welcome step. Turn it on when you want visitors to see it. Turn it off to hide it, Edit to reopen the editor, or Delete to remove it.

Choose where a popup shows

A popup's placement has two levels: the site, then the pages of that site. You set both when you create it and can change them any time, from either place:

• On Marketing → Lead capture, click the line under the popup's headline (for example "Bali Props · Home only").
• In the popup editor, click Change on the Where it shows card on the right.

Both open the same Where this popup shows dialog.

Site

• All sites — every group site and every property site that has no popup of its own. Offered when you have both kinds.
• All property sites — every property site that has no popup of its own.
• All group sites — every group site that has no popup of its own.
• One site — pick any single property site or group site.

Pages

• Home only — the default. It does not open over Contact, the blog, or any other page.
• Every page — Home and every other page of the site.
• Choose pages — tick the pages you want, for example only "List your property", or Home and Contact. This needs One site, because every site has its own pages. Untick Home to keep it off the home page.

Click Save. The design and the on/off switch stay as they were, so a popup that is on starts showing in its new place right away. If the popup had an existing discount code attached and that code belongs to a site it no longer shows on, the popup keeps the same percent, code, and label. A visitor who claims it receives that code the same way as any other popup that stores a percent and a code, described under Discount and consent.

A site-specific popup beats an all-sites popup on that site, and a popup for all sites of one kind beats a popup for All sites there. You can have at most one All sites popup, one all-sites popup per kind, and one popup per individual site — a site that already has its own popup is greyed out in the picker until you move or delete that one.

If our team has set up a second popup on one of your sites for you, for example a guest offer on Home and an owner offer on your management page, each one opens only over its own pages. A visitor who closes or answers one still sees the other when they reach its page, and each popup shows to a visitor only once.

Test a popup on your site

In the popup editor, the left side has Test on your site under the steps. It lists each page the popup shows on. Click one to open that page of your real site in a new tab with the popup showing as a Host preview — this works before the popup is turned on. Only you see it, and nothing you type into it is saved, emailed, or added to your Audience. Unsaved edits are saved first, so the site shows what the editor shows. For a popup on all sites of a kind, the link opens the site chosen in the preview picker above the phone preview.

What visitors see

1. Welcome — your logo, headline, claim button, and dismiss button, with a photo along the bottom.
2. Email capture — your headline and continue button, plus email (required). Continuing opts them into email marketing.
3. Phone capture — optional. Collect SMS, WhatsApp, both, or neither. Turning both off skips this step. When a channel is on, they see that field, plus submit and skip. A text-message disclosure sits above the SMS field. Submitting a number opts that channel in — there is no checkbox.
4. Confirmation — your headline, optional body, and done button. If you attached a discount, it tells them the code was emailed to the address they entered. The code is not shown on screen — it arrives only by email, so it reaches a real inbox. If the email cannot be sent to that address, they are asked to check it and try again.

Typography, colors, logo, and the bottom image inherit from the site they opened. Colors, logo, and the bottom image stay that way until you override them in Style — typography always follows the brand.

Choose the brand it wears

Open Style in the editor. Brand lists every property and group site you have, with its logo and domain. Pick one and the popup wears that site’s logo, colors, fonts, and cover photo everywhere it shows — so a popup on all of your sites can carry your main brand instead of each site’s own look. The preview, the card on Lead capture, and your visitors all see the same thing. Blank colors and images in Style inherit from that brand. Site it shows on puts it back to each site’s own brand.

On an all-sites popup with no brand picked, the preview starts on your main site — the one on your own domain, or else the one wearing your default brand — and the picker above the phone preview switches which site’s brand it inherits.

How often it shows

The popup opens only over the pages you set under Where it shows — the Home tab alone unless you chose Every page or picked pages. A visitor who lands on a page it skips sees it when they open one it shows on. If you move a popup to a different site, its picked pages reset to Home only, since they belonged to the old site. A page you later delete or hide simply drops out.

The popup shows once per visitor per your account, on that domain. Dismissing or submitting sets a cookie so they do not see another popup from you on the same domain — including if both a group site and a property page have one. A Get updates button in your header still opens it whenever they click it.

Custom domains cannot share that cookie with your Haven domain. A visitor who sees it on one domain may see it again on the other.

It does not show to you on your own site, inside the site editor preview, or to a signed-in visitor who is already on your Audience.

Get updates button in your header

To make the email signup more prominent, for example before you open bookings, point the header button at it: Property editor (or Group site editor) → Layout tab → Home → right panel → Brand → Header style → Book now button → Link to → Get updates. A click opens this site's live popup right away, even for a visitor who closed it before or already saw it, and on phones the same button sits in the menu. The popup's own first-visit timing does not change.

If the site has no popup yet, picking Get updates creates one for that site with Get updates wording and turns it on; the Edit popup link opens it here. A popup of the site's own that is off gets a Turn it on button. While no popup is live on the site, the header button stays hidden. Sign-ups are saved to your Audience as usual and no new automatic email is sent; a popup with a discount still sends its offer email.

Discount and consent

A discount is optional — you can set it in the create wizard or later in the editor. For one site you can attach an existing code or write a percent and code: Existing code lists the codes that work on that site — on a listing its own, its group sites' and your all-listings codes; on a group site the site's own and your all-listings codes — and New code there makes one for the listing, a group site it belongs to, or all listings. For all sites, store a percent and code on the popup. When a visitor claims a popup that stores a percent and a code, Haven emails the one active code they can already redeem at that same percent, when there is exactly one: the listing's code, a code on a group site that includes the listing, or an account-wide code. A claim on a group site can use that site's code or an account-wide code, not a code that belongs to only one of its listings. A code that is turned off is not switched back on. If nothing they can redeem matches, Haven creates the code on the site they submitted from, unless that name is already taken — the contact is still saved, and the offer email is not sent.

Stack on direct booking discount (under Discount in the editor, off by default) decides how the popup's offer works with your Direct Booking Discount:

• Off — where the site a visitor signs up from already gives at least the popup's percent to every direct booking (on a group site, every listing on it), the popup is the advert for that discount: no code is created, and the email tells them it comes off automatically when they book through its link. So a "10% off" popup on a site with a 10% direct booking discount gives 10%, not 19%. Where the direct booking discount is smaller or off, they get the popup's code, and it stacks on whatever direct booking discount there is.
• On — every visitor gets the popup's code, and it comes off on top of the direct booking discount: a 10% code with 10% direct takes 19% off.

Contacts from the popup land as the Guest or Owner type you chose at create, with any tags you added. They stay in Haven and are not sent to Mailchimp — see Haven and Mailchimp. A person already on your Audience keeps their type; new tags merge onto them. A brand-new contact can start an automation whose trigger is Added to contacts — see Welcome new subscribers.

Emails can collect the same channels later. Add a Stay in touch block from the email editor — guests open a form for SMS, WhatsApp, and marketing terms, and submitting updates their Audience row. See Marketing Email Editor.

The offer email still goes out if they skip the phone step. Skip leaves SMS and WhatsApp transactional-only. Continuing the email step opts Email Marketing in. Submitting a phone or WhatsApp number opts that channel in on your Audience. List SMS and WhatsApp are stored on your list for that person. They are not the account-wide Haven reservation-SMS flag guests see at checkout.

A booking takes one discount code, so a popup offer code and another promo code do not combine. The popup offer is set on the popup's Discount step and other codes on the Discount codes card. A gift card, a stay credit, or rewards points can still be applied.

Rewards pop-up

If your rewards program is on, a Rewards pop-up card sits with your pop-ups. It is built in and collects emails for rewards: a new visitor is invited to join your program with their email (what a stay earns, an email field, Join rewards) and lands in your Audience with a Rewards sign-up consent. A signed-in guest who already has points to spend is greeted with how many points they hold, what they are worth, and how much of a stay they can cover instead.

• It is on by default. Use the switch on the card to turn it off or back on.
• The New visitor / Guest with points switch on the card previews either state. See it on your site opens your site with that state as a host preview only you see; a preview never joins anyone.
• Click the preview or Edit to open its editor. There you can preview either state as any of your sites, try a different sample balance, and change the program rates its numbers come from: Points per $1 spent, Points per $1 of discount and Max discount per booking. Those are your program's rates, so a change there applies at checkout too, for new bookings. Its words are Haven's, in each site's name and brand color, and Haven translates them for the guest.
• Your own first-visit pop-up comes first. Where you have one live on a site, a new visitor gets that one rather than the rewards join invitation. A guest with points gets their balance either way. Nobody gets two pop-ups, and a visitor already in your Audience is not asked for an email again.
• The join invitation asks once, then not for a month, and never again once they joined. The balance greeting shows once, then not again for a week unless the guest's balance has grown.

The card is not there while your rewards program is off. If a partner runs the program for your listings, the card shows the switch as theirs to change, and the editor only previews it. The same card is on the Loyalty tab.

Page forms

Every Form section you have added on a property page or group site appears here, with a preview of its fields. Click a card to edit the form in a side panel without leaving Lead capture: its heading and intro, the fields, the submit button and thank-you message, Notify these emails, and Add to Audience with optional tags. It is the same editor the site editor opens, and changes save automatically. There is no Guest or Owner picker on a page form. Leave Notify these emails empty to send submissions to your account notification emails (or your account email when none are set). Add a new one from Marketing → Lead capture:

1. Click Embed a form.
2. Choose the property or group site. Haven opens that site’s editor.
3. Open Page Content, click Add section, and choose Form.
4. Pick Guest lead form, Owner lead form, or Start from scratch.

Embed a form puts it on one of your Haven sites; page forms have no code for pasting on another website. Haven partners can put their client lead form on any website, WordPress included, from Lead form → Embed on any website in the partner dashboard. See Partner Mode.

In the form builder, Notify these emails is that form’s recipient list. Addresses you type there replace the account list for that form only. An empty list uses the account list at Settings → Account & Profile → Notifications → Notification emails. The old footer box is only a note that links to Notification emails — recipients are not edited on the Footer tab.

Retiring an email? Ask the assistant to "replace info@… with …" and it offers one card listing each form that notifies the old address, with its list before and after, alongside the contact box change. Accept it and those forms notify only the new address. Forms that never named the old address are left alone. The Contact form always sends to your Notification emails, so change the address there.

To send people to a page form from an email, add a Link to a form block in the email editor (type /form). It opens the page scrolled to that form. See Marketing Email Editor.

A form that writes to Audience needs a marketing consent checkbox. Every submitter with an email is added to Audience; the box decides what you may do with them. A ticked box makes them a marketing contact. An unticked box saves them as a contact you can see, call and segment but not email marketing to, and never changes the consent of someone already on your Audience. A submitter from the Owner lead form is saved in Audience with the owner tag either way. Answers show as Form responses on the contact in Audience — including a matching submission from a community you own, even if they joined another way. The section shows the 50 most recent responses when there are more. Submissions are kept on the contact.

The Contact form

Every listing site and group site carries a Contact form already, and Lead capture lists it with a Contact form label. It starts with first name, last name, email, phone, Arrival, Departure and a message, and you edit it exactly like any other page form: heading, wording, fields, submit button, thank-you message, who is notified and Audience capture. It cannot be deleted; hide the Contact section (or the Contact tab on a group site) to take it off the page. Messages sent through it reach you the way contact messages always have: a thread in Messages, the Reply in Messages email and a text, with the stay dates at the top.

Date fields

Add a Date field to any form and guests pick a calendar day in their own language, no typing. A form with an Arrival and a Departure date (the Contact form ships with both) refuses a departure on or before the arrival. Dates print as calendar days in your email, in Messages and under Form responses.

Related Articles

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• Marketing Email Editor
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• Building Your Own Campaigns
• Guest Communication