Christopher Duncan Asked:

“How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.”

The Answer:

Adding a message section to your form in Agent CRM is quick and straightforward. By including this feature, you allow users to submit questions or additional comments directly through the form, improving communication and lead engagement. Let’s walk through the process step by step.

Step-by-Step Guide to Adding a Message Section

1. Open the Form Builder

  • Log in to Agent CRM and navigate to Sites >> Forms.
  • Click Create New Form or choose an existing form to edit.

2. Add the Message Section

  • Drag and drop the Text Area element from the left-hand menu into your form.
    • The Text Area field is designed for open-ended responses, making it perfect for collecting questions or comments.

3. Customize the Field Settings

  • Click on the newly added field to configure its settings:
    • Label: Name the field something clear like “Your Question” or “Message.”
    • Placeholder Text: Add a prompt like “Type your question here…” to guide users.
    • Required Field: If every user must submit a message, toggle the field to required.

4. Test the Form

  • Save the changes and use the Preview option to test the form.
  • Submit a test entry to ensure the message section works as expected.

5. Publish the Updated Form

  • Once you’re satisfied, save the form and embed it on your desired webpage or landing page.

Learn More

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Bonus Resource: Watch and Learn

 


Forms & Surveys, Software

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