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
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.