Forms

Make a form

1. Open Email → Forms and select New form.
2. Give it a name. Only your team sees the name.
3. Add the fields you need. Email is always asked.
4. Choose what happens when someone sends it.
5. Select Create form.

Your own forms put new contacts in your book. A brokerage form leaves them for lead routing or an admin.

Fields

Select Add a field, then Edit to set it up. Use the arrows to change the order.

• Type. Short answer, long answer, email, phone, date, number, a drop-down list, one choice, several choices, a tick box, or hidden.
• Required. People must answer before they can send the form.
• Choices. For a drop-down list, one choice or several choices.
• Saves to. The answer fills this contact field when the field is empty. A teammate's value is never replaced. You can choose your custom contact fields too.
• Key. Automations, links and website code use this name.

A hidden field is not shown. It keeps a value that you set, for example the market. A link can set it: add ?market=gulf to the form's address.

When someone sends it

• Lists people join. Optional. Joining a list is the person's consent. Write What people agree to. These words show next to an unticked box.
• Tags to add. Up to 10 contact tags.
• Capture as a lead. Lead routing chooses the agent. A deal starts in a Lead stage, unless the person has an open deal. Choose the side and the field that holds their message.

A form without lists does not show a box. It only collects answers.

Each form can start an automation. Use the trigger A form is sent. Conditions can use the answers.

Put it on your website

Select Get link on the form. You get four choices:

• Link. Send it, or link to it from a button.
• Embed. Paste the iframe code into your website where the form should show.
• Plain HTML. For a site that styles its own forms. Keep the box, its words and the hidden field as they are.
• From your website's server. Your server sends the answers with a server key. Make the key on the Website page in Automations, under Server events. We show the key once. Never put the key in a web page.

See the submissions

Select Submissions on the form. The newest are first. Select Download CSV to get a file with a column for each field.

What we keep as proof

Each sign-up to a list keeps:

• the form and the words the person agreed to;
• the page the form was on;
• the time, the IP address and the browser.

Open the contact's Subscription history to see it.

Confirm by email

If a list asks new subscribers to confirm (double opt-in), people get an email first. They join after they press Confirm subscription. The confirmation keeps its own time, IP address and browser.

Someone who unsubscribed before also gets a confirmation email. Nobody can sign another person back up.

Spam

A hidden field and a speed check stop most bots. Each connection can send a form 20 times an hour.