Forms

Overview

Lead Forms capture visitor information and convert website traffic into contacts in your CRM. Forms can be embedded on any page - homepage, property listings, contact page, or neighborhood guides.

Form Types:

• Contact Forms (general inquiries)
• Property Inquiry Forms (specific listing)
• Showing Request Forms
• Seller Lead Forms
• Buyer Registration Forms

Default Forms

Contact Form

Fields: Name, Email, Phone, Message Use: General inquiries, "Contact Us" page Auto-adds to: Contacts with source "Website Form"

Property Inquiry

Fields: Name, Email, Phone, Property Address (pre-filled), Message Use: "Request Info" button on listings Auto-adds to: Contacts with property interest logged

Showing Request

Fields: Name, Email, Phone, Property, Preferred Dates/Times Use: "Schedule Showing" button Auto-adds to: Contacts + creates task for you

Form Placement

On Homepage

• Above the fold hero section
• Bottom of page (final CTA)
• Sticky footer form

On Property Pages

• Below photos (primary CTA)
• Floating button (bottom right)
• End of description

On Neighborhood Pages

• "Get Area Info" form
• "Schedule Tour" form
• Email alerts signup

Form Customization

Form Fields

Standard Fields

• First Name (required)
• Last Name (optional but recommended)
• Email (required)
• Phone (optional)
• Message/Comments (text area)

Property-Specific

• Property of Interest (auto-filled on listings)
• Price Range
• Bedrooms/Bathrooms needed
• Move-in Timeline
• Pre-approval Status

Seller Fields

• Property Address
• Desired Sale Timeframe
• Reason for Selling
• Estimated Value

Form Notifications

Instant Email Alerts

• Get notified immediately when form submitted
• Email includes all form data
• Direct link to contact in CRM

SMS Alerts (Optional)

• Text message for urgent forms
• Configure specific forms only
• Works with your mobile number

Team Routing

• Round-robin assignment
• Territory-based routing
• Lead type routing (buyer vs seller)

Auto-Responder

Immediate Reply to Submitter:

• Confirms receipt of inquiry
• Sets expectations (response time)
• Provides your contact info
• Can include helpful resources

Example Auto-Response:

Hi {{FirstName}},

Thanks for reaching out! I received your inquiry about
{{Property}} and will get back to you within the hour.

In the meantime, check out similar properties here: [link]

Best,
{{AgentName}}
{{AgentPhone}}

Form Analytics

Track Performance:

• Form views (how many saw form)
• Form submissions (conversion rate)
• Fields with high abandonment
• Time to complete
• Best-performing forms

Optimize:

• Remove unnecessary fields (fewer fields = higher conversion)
• Test different button text
• A/B test form placement
• Adjust required vs optional fields

Form Best Practices

Keep It Short

• 3-5 fields maximum for highest conversion
• Only ask for what you absolutely need
• Can ask more later in conversation

Mobile-First Design

• Large tap targets (buttons, fields)
• Single column layout
• Auto-complete enabled
• Phone number keyboard

Clear Call-to-Action

Good Button Text:

• "Get Property Info"
• "Schedule My Showing"
• "Start My Search"

Bad Button Text:

• "Submit"
• "Send"
• "Click Here"

Privacy Assurance

• "We'll never share your information"
• Link to privacy policy
• GDPR compliance notice (if applicable)

Spam Protection

Built-in Protection:

• reCAPTCHA (invisible)
• Honeypot fields (catch bots)
• Rate limiting (max submissions per IP)
• Email validation
• Required fields

Handling Spam:

• Mark contact as spam in CRM
• System learns patterns
• Blocks repeat offenders

Multi-Step Forms

Break Long Forms into Steps:

Step 1: What are you looking for?

• Buying
• Selling
• Both

Step 2: Basic Info

• Name and email

Step 3: Details

• Price range, timeline, etc.

Benefits:

• Higher completion rate
• Less overwhelming
• Progressive commitment

Form Testing

Test Before Launch

1. Fill out form yourself
2. Check email notification received
3. Verify contact created in CRM
4. Confirm auto-responder sent
5. Test on mobile device

A/B Testing

• Test form placement (above vs below fold)
• Test field count (3 vs 5 fields)
• Test button colors
• Test form titles

Quick Reference