Original Question:
Senior Benefit Solutions NJ asked us:
“I need help creating a link for my form. How would I do that?”
Answer:
Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or prospects. You don’t need to manually create the link; it’s already built in. Here’s exactly how to access it:
Step-by-Step Guide
Step 1: Navigate to Your Form
- Log into Agent CRM.
- Click on Marketing, then select Form Builder.
Step 2: Select Your Form
- From your list of forms, click on the specific form you want to share.
Step 3: Get Your Link
- Once your form is open, click on “Integrate Form” in the bottom right-hand corner.
- A pop-up window will appear.
Step 4: Copy Your Direct Link
- In the pop-up, click the tab labeled “Link”.
- Copy the automatically generated link.
This link can now be shared anywhere—email, social media, text, or even on printed materials. Anyone who clicks the link will be taken directly to your form.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these blog posts:
- Unlock AI’s Power in Your Insurance Business with Agent CRM
- Automate Your Insurance Business
- Importing Leads with Agent CRM: Step-by-Step Guide
Watch and Learn
Here is a demo to explain further:
https://www.loom.com/share/4b6eac208de64752b6f65061a22f1402
If you’re wanting to add your own custom link to your form, you will need to add your form into a funnel.
Then, you can purchase a domain on GoDaddy and attach it to your funnel.
This video will help with purchasing and adding a domain to a funnel: https://www.branninglibrary.com/…/22878704-purchase-add…
