Customized Forms

Design and deploy customized public forms to capture lead information.

Overview:

Forms can be used to capture new leads from various sources such as social media, ads, SEO, by embedding them into landing pages on your website. Each form will be linked to The String platform. Once you embed the form on your website or ad landing page, it will appear to your website visitors or ad visitors. When they fill it out, they will be listed as new contacts in your contact database. You can then manage contacts by assigning them to agents or branches, and you can create campaigns (emails or SMS).

If you need to create a form quickly, you can create a new form with options to choose link form name + source + branches + and agent.

Creating and Managing Forms

1. Create a New Form

2. Edit Form Components and Layout

3. Save and Generate Embed Code

4. Assign Contacts:

   • After the form is embedded and leads start filling it out, new contacts will appear in your contact database.

   • You can manage these contacts by assigning them to agents or branches.

Example Form Workflow

1. Create a New Form:

   • Form Name: "Spring Sale Leads"

   • Source: Social Media

   • Branch: Downtown

   • Assigned Agent: John Doe

2. Edit Components and Layout:

   • Add components: Input (Name), Input (Email), Number (Phone), Date (Birthday)

   • Organize the layout for user-friendly interaction.

3. Save and Embed:

   • Save the form.

   • Generate the embed code (Javascript).

   • Copy and paste the code into your landing page.

4. Assign and Manage Contacts:

   • View new contacts in the contact database.

   • Assign contacts to agents or branches as needed.

5. Create a Campaign:

   • Navigate to Campaigns.

   • Create an email campaign targeting the new contacts from the "Spring Sale Leads" form.

   • Design the email, schedule, and send it.