Note: You may only see certain layout options depending on your access.
Lead capture apps generate registration forms that you use at events, open houses, and on social media. These on-screen forms allow you to easily gather contact, lead, and prospect information.
- Select Lead Capture Apps in the navigation menu.
- At the top of the page, click the +Create button.
- Update your settings (note that some fields do not appear depending on which layout you select):
- Layout - Select an option that makes sense for the type of event you are planning.
- Page Status - Check the Active box to ensure the page is viewable. If this is unchecked, the page is not viewable.
- Page Name - Does not appear on the app itself, however it does determine the URL of the app.
- Website Domain - If available, select a registered custom domain name.
- Website Address - This uneditable field displays the automatically generated link to the app that includes page name as well as a unique number.
- Lead Source - Select an existing lead source or create a new one. Allows you to set options for incoming leads to have them shared with co-marketing partners or have an email send to new contacts automatically.
- Page Title - Enter a customer-facing title that appears at the top of the form.
- Page Subtitle - Enter a subtitle that appears under the page title.
- Show My Profile - Select whether to include account information in the footer of the page.
- Lender - Select the profile of the lender that should appear on the form.
- Agent - Select the profile of the agent that should appear on the form.
- Background Image - Upload a new background image to appear on the form.
- At the top of the page, click the Save Landing Page button.
Click HERE to watch an instructional video on best practices for lead capture apps.