Event Tabling and Lead Capture Form

Captures sign-ups, interest areas, contact consent, and follow-up actions from a community event table. Used by outreach and development staff to record visitor contacts, preferences, and next steps.

Event Details

• Event Name
• Event Date
• Event Location / Venue
• Staff / Volunteer at Table
  Name of the outreach staff member or volunteer recording this entry.

Visitor Contact Information

• First Name
• Last Name
  Optional — provide only if you'd like personalized follow-up.
• Email Address
  Optional — used only for follow-up communications you consent to below.
• Phone Number
  Optional — provide if you prefer to be contacted by phone or text.
• Preferred Contact Method
  How would you like us to reach you?
• ZIP / Postal Code
  Optional — helps us understand the communities we serve. No street address needed.

Areas of Interest

• What topics or programs are you interested in?
  Select all that apply.
• Please describe your other interest
• How would you describe your current connection to our organization?

Communication Consent

• I agree to receive email communications from this organization
  You can unsubscribe at any time via the link in any email we send.
• I agree to receive text / SMS messages from this organization
  Message and data rates may apply. Reply STOP to opt out at any time.
• I understand that my contact information will be stored securely and used only for the purposes I have indicated above
  Required to submit this form. Your data will not be sold or shared with third parties without your consent.
• I confirm that I am 13 years of age or older
  This form is not intended for children under 13 (COPPA compliance).

Staff Follow-Up Actions

• Materials / Resources Given to Visitor
  Select all items handed to the visitor at the table.
• Required Follow-Up Action
• Follow-Up Due Date
  Target date for completing the follow-up action.
• Staff Notes
  Internal notes only — not shared with the visitor. Do not record sensitive personal health or financial information.
• Lead / Engagement Quality
  Staff assessment of visitor engagement level and likelihood to follow through.