Forms are an essential tool for collecting leads and gathering client information. With Agent CRM, creating and embedding a form on your website is straightforward and highly customizable. This guide will walk you through the process step by step.
Why Use Forms on Your Website?
- Lead Generation: Capture visitor information directly from your website.
- Streamlined Data Collection: Automatically store form submissions in Agent CRM for easy access and follow-up.
- Customizable Designs: Align form styles with your website’s branding.
Step-by-Step Guide to Creating and Embedding a Form
1. Create the Form
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Access the Forms Section
- Log in to Agent CRM and go to Sites >> Forms.
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Start a New Form
- Click + New Form to create a blank form.
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Customize the Form Fields
- Drag and drop fields from the toolbox to include data points such as:
- Name, Email, Phone Number, Address, or Custom Questions.
- Use the settings for each field to adjust labels, placeholder text, and validation rules.
- Drag and drop fields from the toolbox to include data points such as:
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Design the Form
- Customize the form’s style by changing colors, fonts, and spacing to match your website’s branding.
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Save the Form
- Give your form a descriptive name (e.g., “Contact Us Form”) and click Save.
2. Generate the Embed Code
- Get the Form Embed Code
- Once your form is saved, click the Integrate or Embed Code option.
- Copy the HTML embed code provided by Agent CRM.
3. Embed the Form on Your Website
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Access Your Website’s Editor
- Log in to your website’s content management system (CMS) or editor (e.g., WordPress, Squarespace, Wix).
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Paste the Embed Code
- Navigate to the page where you want the form to appear.
- Add a new HTML Block or Custom Code Section and paste the embed code.
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Preview and Publish
- Preview the page to ensure the form displays correctly.
- Make adjustments as needed and then publish the page.
Pro Tips for Optimizing Forms
- Keep It Simple: Limit the number of fields to encourage more submissions.
- Test the Form: Submit a test entry to verify functionality and data flow into Agent CRM.
- Follow Up Promptly: Use workflows in Agent CRM to automate follow-ups for form submissions.
For more tips on streamlining lead collection, check out our blog on Communicating with Leads.
Learn More
Discover additional resources to enhance your use of Agent CRM:
- Quick Win Strategies for Insurance Agents
- Mastering Marketing & Websites with Agent CRM
- What Can Agent CRM Do?
Bonus Resource: Watch and Learn
(Also be sure to check out our Youtube Channel for more invaluable resources!)