The "Form Block" allows you to embed a contact form in specific parts of your website where you choose to put the block. The instructions for setting this block up are found below.
There are three types of form blocks available in the Block Library: (1) Contact Form, (2) Sell Form, and (3) Other Form.
The following are the different styles available for the "Contact Form":
To configure these forms, you will have the option to change the title text and style based on your preferences. As for agent info (agent image, name, etc.), you can select one from the existing agents that were already set up in the settings (CMS Tool > Settings > Team Info > Agent). Some forms support adding two agents on one form.
For some styles, you can change the background image or color as you choose. The shape of agent image can also be changed to square in some styles.
Regarding form fields, there are currently six fields that are supported: (1) Name, (2) Phone Number, (3) Email, (4) Message, (5) Address, and (6) Date. With the exception of a couple of the styles, all of these fields can be added to the forms.
1. Name: You can choose "Full Name" or "First and Last Name" format. And you can also set this field as required or optional.
2. Phone Number: You can set this field as required or optional.
3. Email: This is required for every form
4. Message: You can customize the "Field Label" (the field name displayed on the form). You can also set this field as required or optional. If the site visitor submits this field on your form, there will be a "____ left a message" log generated on the timeline of the lead’s profile page. It will also trigger a notification to the assigned agent.
5. Address: You can choose the address type--"Individual Address" is just one address input field and a Google address suggestion will be given when the site visitor inputs an address. "Full Address" is divided into four separate fields (Street Address, City, State and Zip Code). There will be no Google address suggestions with the "Full Address" type selected. If the visitor submits this field on your form, there will be a property generated and associated with the lead’s profile page on the CRM. You can set this field as required or optional.
6. Date: This field will let the visitor choose a date in the form. You can customize the "Field Label" (the field name displayed on the form) as you want. Also, you can set this field as required or optional. The date info will be recorded as a note in the lead’s profile page of the CRM.
The final thing that can be configured with these forms is the "Button Action" setting. With this setting, you can choose to display a "Thank You Message" or redirect the visitor to a specific URL. If you choose "Thank You Message," you can choose the message that the site visitor will see after submitting the form. If you choose the URL, you can input the URL that the visitor will be redirected to after submission of the form.
The "Sell Form" is typically used for capturing a seller’s information including their contact details and property address details. There are two styles of this form.
The first style puts all the fields on one page and the address field is divided into Street Address, City, State and Zip Code:
The second style is like the one below. With this style, the visitor will input an address first, and then a pop-up will appear after they click the "Submit" button to ask for contact info like name, phone and email.
The "Other Form" is simple and does not have the agent info displayed. You can change the background of these forms, adjust the field settings, and also define your preferred "Button Action" like on the Contact Form. The typical examples are the following
Add / Edit / Hide Questions
You can add custom questions to the forms on the IDX website and the answers to the questions will be added to the lead's profile in the CRM. Currently, the only additional field available is for "Single Line Text." In the future Chime will add more fields such as multi-line text, drop-down, etc.
Step 1: Find the form block you would like to edit, click the edit icon or double click the block. Under "Form Field," you can now adjust the questions.
Step 2: Select the field type
*Please note that each field in this type can only be added once.
These fields have corresponding matches in the CRM's lead profile. You can use the following as the built-in fields: name, email, phone, address, message, and date.
The "Date" field will be added as a note on the lead profile and added to the email that is sent to the user:
These fields have no corresponding matches in the CRM's lead profile and the data entered will be added to the CRM as notes. The following fields are supported at present: Single Line Text.
Step 3: Configure the field settings
Different field types have different settings.
Form Block Auto-Tagging
Each individual Form Block also has a setting for adding tags to any leads who register via that form. This can be used to easily find the right leads post-registration on the People page but it is also extremely useful when triggering very specific Smart Plans (see Smart Plans). All existing tags will be populated (see Lead Organization with Tags), but a new tag can also be added here as well.
Here is what that new feature looks like when editing a form block on the website using the New CMS:
When a tag is added, it will be available on a lead profile. Here is a sample tag called "form tag":'
Note that this feature also works for existing leads. If an existing lead fills out the form on the website that has been edited to include tags, those tags will be added to the existing lead's profile.
Link Redirect Logic
Due to restrictions by some browsers (including Safari), an additional configuration is in place to confirm the redirect prior to sending the site visitor to another page.
This is where these settings are located when editing any form block:
When the "Toast" option is selected, it will not redirect the user and instead will display a pop-up with the wording that you choose:
When the "Destination URL" option is selected, there are a couple more options. You will choose the "Thank You Message" as well as the button description for the redirect option, and then you will select a destination URL. Leaving it with the "/" will send the user to the Home page when clicked.
The option to "Turn on to Preview the Button Action" will show what the action will look like when the form is submitted. For example:
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.