Introduction

The "Form Block" allows you to embed a contact form (and custom fields) in specific parts of your website where you choose to put the block. The instructions for setting this block up are found below. 

 

Summary

• Adding the Form Block
• Form Types
  • (1) Contact Form
  • (2) Sell Form
  • (3) Other Form
• Form Settings
  • Lead Type
  • Tag
  • Form Questions
    • Email
    • Name
    • Phone
    • Address
    • Message
    • Date
    • Single Line Text
    • Paragraph Text
  • Button

 

Adding the Form Block

To add the Form Block, navigate to CMS > Page Editor > + Blocks:

 

Choose Form, select the style that you would like to add to your page, and then drag it to the right side:

 

Form Types

There are three types of form blocks available in the Block Library. A sample of each style is outlined below:

 

(1) Contact Form

This is the typical contact form that you would see displayed on your website. This type of form also presents the agent profile with their contact information, etc. There are many options for this style of the Form Block, but typically they will look like the following:

 

 

 

(2) Sell Form

This form, when submitted, triggers a request from the site visitor/lead to sell their home. There are a variety of form styles that use this option, but typically they will look like the following:

 

 

(3) Other Form

The "Other Form" is simple and does not have the agent info displayed. Here is what that form typically looks like:

 

 

 

Form Settings

In general, the following are the settings that should be available whenever you edit a Form Block.

 

Lead Type

Choose the lead type that will be assigned to any new leads that are captured via this form. The following are options: 

• Buyer
• Seller
• Renter
• Investor
• Agent
• Homeowner
• Landlord
• Other

 

Agent Type Lead

Since agent-type leads are individuals looking for work and only need the ability to leave messages without needing to experience other site features, so we allow you to submit information through forms without login, and the message will still be displayed in the CRM.

When you attempt to log in or use features that require logging in, such as "save search," there will be a relevant prompt. 
 
The lead ownership configuration in the landing page will also be aligned with the CRM. In addition to being able to select Personal and Company, it will also be able to choose a specific office where the site owner belongs.

Tag

Choose tags that will be applied to any leads that complete this form. Use these tags to categorize your leads, trigger automation with Smart Plans, etc.

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.

 

Form Questions

Though there are a few exceptions within the different form styles (sell my home, for example), for the most part, most of the questions used within the Form Block can be customized to fit your needs and capture the information that you are looking for from site visitors on your site. Currently, there is no limit to the number of questions that can be added to a form. All responses to form questions will feed into the lead's profile page in the CRM and an email will be sent to you as the Lofty user.

 

There are two categories for form questions:

1. Built-In Fields (can only be added once)
   • Email
   • Name
   • Phone
   • Address
   • Message
   • Date
2. Additional Fields (can be added multiple times)
   • Single Line Text
   • Paragraph Text

 

Email

This is required for every form.

 

Name

You can choose "Full Name" or "First and Last Name" format. You can also set this field as required or optional.

 

Phone

The phone number for the site visitor. Can be set as required.

 

Address

First, choose the address type.

• Individual Address: just one address input field and a Google address suggestion will be given when the site visitor inputs an address
• Full Address: This 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.

You can set this field as required or optional.

 

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:

 

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 primary agent associated with the lead.

 

Date

This field will let the site visitor choose a date in the form using a calendar picker. 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.

 

Single Line Text

Create a new field that you can name. This field is intended for a small response from the site visitor. You can make it optional or required.

 

Paragraph Text

Create a new field that you can name. This larger paragraph text field is intended for larger responses from the site visitor. Optional/required can also be toggled on or off.

 

Button

With this setting, you can choose to display a "Thank You Message" or to 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.

 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.