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custom_capture_forms [2017/06/20 16:27] brittany [Configuring a capture form] |
custom_capture_forms [2019/11/04 17:50] corey YouTube http:// -> https:// |
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+ | ====== Custom Capture Forms ====== | ||
+ | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/rz4BZXa42LU" frameborder="0" allowfullscreen></iframe></html> | ||
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+ | Customize text and images on a signup form to create landing pages for your site's content. After a bit of configuration a custom capture form will be displayed on a //Page// if you attach //?view// to the page's URL or if you select the //Require Capture// option on the page. | ||
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+ | To create a custom capture form, find the //Content Page Capture Forms// link in the //Capture Form Configuration// section of your site's administration backend. | ||
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+ | {{::screen_shot_2017-03-29_at_11.21.43_am.png?200|}} | ||
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+ | Then click the //ADD CONTENT PAGE CAPTURE FORM CONFIGURATION// link on the right side of the screen. | ||
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+ | ===== Configuring a capture form ===== | ||
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+ | These options are customizable on a capture form: | ||
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+ | {{::customforms1.png?550|}} | ||
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+ | * **Name** - give your capture form a name so you can tell it apart from other capture forms you create later. | ||
+ | * **Source** - optional source to assign to leads signing up on this capture form. This is the list of sources from your Lead Manager account. | ||
+ | * **Source override** - optional. A new source will be created and will be assigned to leads signing up on this capture form. This takes precedence over the **Source** field. | ||
+ | * **Logo** - optional. Custom capture forms will use your site's logo by default. If you would like to use a different logo, choose it here. | ||
+ | * **Title** - Bold header text for the top of the capture form | ||
+ | * **Text** - This text will go immediately below the title text | ||
+ | * **Capture Form Fields** - Leads are required to provide this information to signup. | ||
+ | * **Button text** - This text will appear on the //Submit// button. | ||
+ | * **Footer** - deemphasized text displayed below the Submit button. Useful for office addresses or phone numbers | ||
+ | * **Background image** - the image to display behind the capture form. Choose one of the supplied image or upload an image in the **Background image override** field. | ||
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+ | When you've finished configuring a capture form, click "Save" | ||
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+ | ==== Assign a Capture Form to a Page ==== | ||
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+ | Now that you've created a capture form, assign it to a Page. You can assign a custom capture form to //Agent Landing Pages//, //Area Pages//, and //Content Pages//. You can not assign custom capture forms to //Market Reports//, //Valuation Pages//, or //Coming Soon Pages// - these page types have their own capture forms. Find the //Capture Form Options// section towards the bottom of the page while editing a //Page//. | ||
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+ | {{::screen_shot_2017-03-29_at_11.49.08_am.png?600|}} | ||
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+ | From here you have a few decisions to make: | ||
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+ | * **Capture form** - choose an already created capture form or create a new one. | ||
+ | * **Require capture** - if you select this option, leads will be required to signup before viewing the page. | ||
+ | * **Lead capture search** - Leads signing up via this page will get a Saved Search with these criteria. | ||
+ | * **Send autoresponder** - if this box is unchecked, the welcome email will not be sent to this lead. | ||
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