How to Build a Form in Agent CRM

Creating forms in Agent CRM is a simple yet powerful way to collect and manage leads. Whether you’re capturing new client information or running a survey, Agent CRM’s form builder lets you design and customize forms to suit your needs. Here’s a comprehensive guide to building a form in Agent CRM.

Why Use the Agent CRM Form Builder?

  • Effortless Lead Collection: Capture essential data from your clients and prospects.
  • Customizable Design: Tailor forms to match your branding and requirements.
  • Seamless Integration: Automatically sync collected data into Agent CRM for easy follow-ups.

Step-by-Step Guide to Building a Form

1. Access the Form Builder

  • Log in to Agent CRM and navigate to Sites >> Forms.
  • Click + New Form to start creating a form.

2. Add and Customize Form Fields

  1. Drag and Drop Fields

    • Use the drag-and-drop interface to add fields like:
      • Name
      • Email
      • Phone Number
      • Custom Questions
      • Checkboxes or Dropdowns for multiple-choice options.

  2. Customize Each Field

    • Click on any field to adjust:
      • Label: Change the title of the field (e.g., “Your Email Address”).
      • Placeholder Text: Provide hints for what to input.
      • Validation Rules: Mark fields as required to ensure necessary data is collected.

  3. Rearrange Fields

    • Drag fields up or down to reorder them as needed.

3. Design the Form

  1. Adjust Layout and Colors

    • Modify the layout, font styles, and colors to align with your branding.

  2. Add a Header or Description

    • Include a title and a brief description at the top of the form to explain its purpose.

4. Configure Form Settings

  1. Set Up Notifications

    • Enable email notifications to be alerted whenever someone submits the form.

  2. Redirect After Submission

    • Configure a thank-you message or redirect users to a specific URL after they submit the form.

  3. Assign Tags to Submissions

    • Automatically tag form submissions for easier segmentation in Agent CRM.

5. Save and Publish

  1. Save the Form

    • Give the form a descriptive name (e.g., “Contact Us Form”) and save it.

  2. Share the Form

Pro Tips for Creating Effective Forms

  • Keep It Simple: Only include necessary fields to avoid overwhelming users.
  • Test the Form: Submit a test entry to ensure all fields and notifications work correctly.
  • Use Conditional Logic: Create smart forms that show or hide fields based on previous answers.

For more tips on optimizing lead capture, explore our blog on Communicating with Leads​.

Learn More

Explore these related resources to make the most of Agent CRM:

Bonus Resource: Watch and Learn

 

Forms & Surveys, Software

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