You can create new custom forms or edit existing forms from the Pages tab in Edit Mode.


What is a Custom Form?


A custom form lets you collect information from your website visitors. When they fill out the form it will send you an email with the information they provided. You can create as many of these pages as you want and configure each one to collect different types of information.

We start you out with 3 custom forms: Contact Us, Dream Home Finder, and FREE Market Analysis. You can publish these pages and link to them just like you can with any other page. You can also choose how to display each form: as a page on your website or in a popup window.


Parts of a Custom Form


Custom Forms are made up of the following parts:

  • Form/Page Title
  • Form Instructions: You can optionally add your own custom content giving instructions and/or context for the form.
  • Form Inputs: These are the main pieces that make up the form: the questions and fields for the information you are gathering. The different input types are listed below.
  • Captcha Form: You can optionally include this spam prevention tool. It ensures that a real person is filling out your form by requiring people to correctly type the words that appear in a random graphic. This feature is included by default on certain forms on your website.
  • Publish and Link Settings: The same as every other page. You can choose to Publish your page and create Navigation Links to it.
  • Display Mode: You can choose to have your Navigation Links open the form as either a Page on your website, or as a modal popup. Note: This choice will only show when the Publish box is checked.


Input Types


There are a variety of input types to choose from. You can create as many of them as you want in any order. However, we DO recommend collecting at least a Name, Email Address, and Phone Number so you can contact your lead later.

  • Name: This field will be passed into your client database as the client's name.
  • Phone: This field will be passed into your client database as the client's phone number.
  • Email: This field is always required. We run a check to make sure that the text entered is in the right format for an email address, which helps to ensure that it is a legitimate email address.
  • Password: this field allows your custom form to act as a registration form rather than a basic contact form.
  • Text: This is meant to collect any information that is not covered by the input types above. Perhaps a short response to an open ended question. If you are trying to collect more than one line of information, consider using a Message Area instead. You can make text inputs required fields.
  • Marketing Opt-in: if checked, your visitor will be "opted in" to your drip email campaigns.
  • Agent Select: select an agent from your office roster. This is only available for Elite Office accounts.
  • Single Checkbox: The checkbox goes in front of the Label/Question. You might use this for something like “Yes, please sign me up for your monthly newsletter”. There is no option to make this a required field, because not checking the box is effectively a “No” answer.
  • Checkboxes: The Checkboxes input type allows you to pose a single question and then provide multiple options to choose from. Your visitor can choose one of the options, multiple options, or none of them. In the Values area, type in these options, separating them by commas. There is no option to make this a required field, because not checking any of the boxes is effectively a “No” answer to all of them.
  • Select box: A Select box lets you provide preset options. In the Values area, type in these options, separating them by commas. The first option is selected by default and shows in the box. When you click on the select box it shows you a menu of options. Your visitor must choose to accept to either accept the default value or choose one of the other values. There is no option to make this a required field, because you will always receive a value.
  • Radios: Radio buttons also let you provide preset options. In the Values area, type in these options, separating them by commas. All of the options are visible. Only one of the answers can be chosen at a time. None of the radio buttons are checked by default. If you want you can make this a required field.
  • Message Area: This is meant to collect more lengthy information, where you want to leave room for more than a single word or single line answer. You can choose to make it a required field.
  • HTML Message Area: this option allows you to add a block of HTML (text, images, etc.) anywhere on your form.


Editing Inputs


If you want to add a new input, use the “Add a new input” button that is at the bottom of your existing form inputs.

To delete one of your form inputs, click the delete icon that appears in the upper right hand corner of the desired input.

To edit an existing input, click on the green “edit” link that appears in the upper right hand corner of this input. This will toggle a mini-editing form for this input. You can then change what you want the Question/Label to be, choose what input type to use. For input types that have several preset options, type in the options separated by commas in the Values area. You can also choose to make some input types required fields by checking the Required checkbox. To see what the input will look like, click on the Preview button.


Important: When you are finished editing, click the “Save this page” button at the bottom of the screen.


Required Fields


Required Fields are marked with an asterisk. When someone submits the form, it will check to make sure they provided an answer. If not, it will ask them to fill in the inputs they missed.

You can choose to make Text inputs, Message Areas, and Radio buttons required fields. Email type inputs are always required and do an additional check to make sure the provided answer is in a valid email address format. Select boxes don’t have the required option since they will always have an answer selected anyways. Checkboxes can’t be required either since not checking them is equivalent to a “No” answer.


Custom Forms on your Homepage


You can put one or more of your custom forms on your homepage. For each of your custom forms there is a matching widget available.



Note: Custom form widgets are only available in the wide column(s) of your homepage. The Custom Form widgets are available regardless of whether or not their corresponding page is published or not. More about homepage editing.