Web Forms. Step One: Review Simple Contact Form

Transcription

1 Web Forms Follow these instructions to create a Simple Contact Form to place in your signature or the body of an . Keep reading to create a form specifically for an agent. Step One: Review Simple Contact Form Click CRM Launch Pad from the top menu on your Surefire homepage or the right sidebar menu. To begin, click Online Forms. Click on the Surefire Public folder, then on the Preview button for Simple Contact Form.

2 The form collects basic contact information from prospective clients. Step Two: Create Your Own Form Go back to the Online Form library and click Copy next to Simple Contact Form. Complete the parameters.

3 Scroll down to complete the Data Capture Settings. In this case, we specified Web Lead. The available Contact Types are the same as those available in Surefire. You ll probably want to choose Prospect. Leave Sec Contact Type blank because you ll probably have a mixture of refinance and purchase prospects. You can mark a box to add the contact to one of your established Static Groups if you wish. You also can automatically add them to a Campaign if you wish. If not, just leave it blank. Next, scroll down to Settings. You will be notified when someone completes your form. If you would like someone else to be copied, enter the address in CC. If you wish to use an autoresponder, click to Select Template. If the template contains an Variable, such as [$RECIPIENT NICKNAME$], tell Surefire what to use for Form Field Mapping. In this case, we chose First Name. Click Test My Form. Review the form, and if all looks good, click Save My Form.

4 Step Three: Get the Form s Unique URL and Test Back in your library, click Refresh Library. After it has reloaded, click on Online Forms, then the folder with your name. Click Direct URL next to the entry for your new form. Highlight and right click to copy the link to your clipboard. Create to test your form. Highlight the word you d like to hyperlink in this case, the word form. Click on the Hyperlink button. In the Insert Hyperlink box, right click to paste your unique URL next to Address, then click OK. (Your editor may work slightly differently.) Send the to yourself, then click on the form link and complete the survey as a test. You ll see a finish message after you hit submit.

5 Step Four: Add New Contact to Database When a contact submits a form, you ll receive an from the Surefire Forms Engine. It will contain all of the information your potential client submitted When you receive a notification, log in to Surefire as soon as possible. Click on Form Data Manager in the right sidebar menu. Click Add Contact. Existing contacts with similar information, such as the same last name, appear alongside the new contact. If they are not the same, click Add New Contact, then click Okay on the pop up that appears. If you believe they are the same, click Compare, then follow the prompts.

6 Type the new contact s name into the Quick Contact Search bar. Review the information and call to introduce yourself. Click on the Details tab to add information you learned, such as Secondary Contact Type. BEST PRACTICE: Click on the Marketing/Activities tab, click Add New Campaign. Put the contact on the Purchase Prospect Six Month Drip. Click Submit. Step Five: Create a Web Form Specifically for an Agent Follow the steps above to locate and copy the Simple Contact Form. Enter your parameters a little differently this time. The Form Name should be for your specific agent. The agent should also be listed as your Contact Source. Agents will probably recommend purchase prospects, so choose the appropriate Contact Type and Sec Contact Type. Under Campaigns, set them to be registered for the Purchase Prospect Six Month Drip campaign.

7 Enter an CC and select an Autoresponder Template if desired. Click Save My Form. Go back to your library, and click Refresh Library. Select Online Forms, then click the Direct URL button. Right click to copy the URL to your clipboard. This time, we re going to create an blast to send the agent the URL. From the right navigation bar, click Create Blast. Set your parameters, then click Load Template. From the Surefire Public folder, select Realtor Quick Quote Form MUST BE EDITED BEFORE USING.

8 As you might expect, you ll need to edit the template before sending it. Read then delete the message in red. Paste the full URL for your form after the words, The full link is. Highlight the words, Quick Quote in the indented paragraph. Click the hyperlink button in the editor, and paste the URL. Under Target, select Open in New Window. Click Insert. Scroll to the bottom of the page and click Add Contacts. Scroll down again, and type the Realtor s name in the Quick Add box. Click to send yourself a Test .

9 Send the Test to Myself. If everything s okay, click Looks Good! Click No thank you. Be sure to read instructions in the yellow box. Once you hit send, it will be sent immediately. When you re ready, Send Blast! It s that simple!