Lead Capturing Forms

From PropertyMinder WIKI

(Difference between revisions)
Jump to: navigation, search
(Custom Lead Capture Forms)
 
(15 intermediate revisions not shown)
Line 4: Line 4:
===Auto Lead Capture window===
===Auto Lead Capture window===
-
[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][http://isvr.net/usr/video/HowToUseAutoLeadCapture.wmv Video Tutorial]
+
[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[Auto Lead Capture Video Tutorial|Video Tutorial]]
The lead auto capture window has been designed as a layered screen that slides down onto your homepage when a new visitor comes to your home page. Since the window is not a pop-up but a layer, it does not negatively impact your website with regard to search engines and PPC services like Google Adwords.  
The lead auto capture window has been designed as a layered screen that slides down onto your homepage when a new visitor comes to your home page. Since the window is not a pop-up but a layer, it does not negatively impact your website with regard to search engines and PPC services like Google Adwords.  
Line 27: Line 27:
: [[File:Website_editor_special_promotion_message.gif|border|300 px|link=http://wiki.propertyminder.com/images/5/5a/Website_editor_special_promotion_message.gif]]
: [[File:Website_editor_special_promotion_message.gif|border|300 px|link=http://wiki.propertyminder.com/images/5/5a/Website_editor_special_promotion_message.gif]]
-
The Auto Lead capture tool uses cookies. When a client goes to the site the first time and clicks on the Auto Lead capture box, the site will place a cookie on their computer to note that they have logged in before. To re-enable the drop down box, the user will need to delete the cookies from the browser's cache. You may [[Clear Browser Cache|read here]] how to do that.
+
The Auto Lead capture tool uses cookies. When a client goes to the site the first time and clicks on the Auto Lead capture box, the site will place a cookie on their computer to note that they have logged in before. To re-enable the drop down box, the user will need to delete the cookies from the browser's cache. You may [[Edit Website Troubleshoting|read here]] how to do that.
===Custom Lead Capture Forms===
===Custom Lead Capture Forms===
-
[http://isvr.net/usr/video/CreatingLeadCaptureForms.wmv Video Tutorial]
+
[[File:Training_Videos.gif|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[Lead Capture Video Tutorial|Video Tutorial]]
-
You have the option to create your own capture forms if you want some information to be accessed only for registered users.
+
You have the option to create your own capture forms if you want some information to be available only for registered users.
# Login to the '''Toolkit'''. Click on '''Website Editor''' on the left hand side of the screen.
# Login to the '''Toolkit'''. Click on '''Website Editor''' on the left hand side of the screen.
# Click on the '''Buttons''' icon
# Click on the '''Buttons''' icon
# Click on '''Create Lead Capture Form''' link
# Click on '''Create Lead Capture Form''' link
-
# Name your custom page. This will be the title of your button on the website.
+
#; [[File:Lead_capture_form00.gif|border|link=http://wiki.propertyminder.com/images/e/e2/Lead_capture_form00.gif]]
-
#; [[File:Lead_capture_form.gif|border|300 px|link=http://wiki.propertyminder.com/images/d/db/Lead_capture_form.gif]]
+
# Name your custom page. This will be the title of your button on the website. Add the text to make the page more attractive. Use the WYSIWYG editor of the page. To change the name of registration fields click '''Bind input fields to contact'''.
-
# You can edit all of the text in this form by simply highlighting the text and typing over it.
+
#; [[File:Lead_capture_form01.gif|border|link=http://wiki.propertyminder.com/images/c/c3/Lead_capture_form01.gif]]
-
# Bind input fields to contact will automatically add the people who filled out the form into your CRM. You just need to specify which fields to pull and transfer to your CRM.
+
# '''Bind input fields to contact''' will automatically add the people who filled out the form into your CRM. You just need to specify which fields to pull and transfer to your CRM.
-
# You can edit the email that the people get after filling out your form and you can also customize the thank you page on your website, which is what they see after they fill out the form.
+
#; [[File:Lead_capture_form02.gif|border|link=http://wiki.propertyminder.com/images/1/11/Lead_capture_form02.gif]]
 +
# You can edit the email that new contact will receive after filling out your form and you can also customize the thank you page on your website, which is what they see after they fill out the form.
 +
#; [[File:Lead_capture_form03.gif|border|link=http://wiki.propertyminder.com/images/9/90/Lead_capture_form03.gif]]
 +
# Click '''Save'''.

Latest revision as of 03:00, 21 October 2011

You AccelerAgent website is packed with the number of pre-designed lead capturing forms like Auto Lead Capture window, CMA, reports for home buyers and home sellers, and many other. But only drop-down window on the home page is customizable. On the other hand have the ability to create your own lead capturing forms on your protected pages.


Auto Lead Capture window

Training Videos.gifVideo Tutorial

The lead auto capture window has been designed as a layered screen that slides down onto your homepage when a new visitor comes to your home page. Since the window is not a pop-up but a layer, it does not negatively impact your website with regard to search engines and PPC services like Google Adwords.

  1. Click the Website Editor button on the left panel of the Toolkit.
  2. Select the Special Promotion icon.
    Website editor special promotion.gif
  3. Select background color of the window. Choose from predefined colors or click on the Custom color button to select your own tone.
  4. To edit the text message, click on the message area and type over the existing text. Note that you can also change the headline of your promotion box.
  5. You can choose the display options of this auto lead capture. Here are the available options:
    • Simple mode (applies user's mail client to get his contact info)
    • Capture form mode (applies information typed by user)
    • Disable Auto Lead Capture
  6. Both Simple mode and Capture form mode have two design options:
    • Classic design
    • Modern design
  7. On the Welcome email message tab, you can customize the email that will go out to your web visitor.
  8. Click Save changes to finish.

You also have the option to modify the Welcome email message to your potential clients. Refer to the Welcome email message tab to do that. Do not forget to click Save when you're done.

Website editor special promotion message.gif

The Auto Lead capture tool uses cookies. When a client goes to the site the first time and clicks on the Auto Lead capture box, the site will place a cookie on their computer to note that they have logged in before. To re-enable the drop down box, the user will need to delete the cookies from the browser's cache. You may read here how to do that.

Custom Lead Capture Forms

Training Videos.gifVideo Tutorial

You have the option to create your own capture forms if you want some information to be available only for registered users.

  1. Login to the Toolkit. Click on Website Editor on the left hand side of the screen.
  2. Click on the Buttons icon
  3. Click on Create Lead Capture Form link
    Lead capture form00.gif
  4. Name your custom page. This will be the title of your button on the website. Add the text to make the page more attractive. Use the WYSIWYG editor of the page. To change the name of registration fields click Bind input fields to contact.
    Lead capture form01.gif
  5. Bind input fields to contact will automatically add the people who filled out the form into your CRM. You just need to specify which fields to pull and transfer to your CRM.
    Lead capture form02.gif
  6. You can edit the email that new contact will receive after filling out your form and you can also customize the thank you page on your website, which is what they see after they fill out the form.
    Lead capture form03.gif
  7. Click Save.
Personal tools
Office Solution
Training Videos
SOLUTIONS