Add & Edit Forms

If someone new comes to your website, you want them to become a client, right?

Marketing lead funnels are powerful tools that help you turn website leads into clients. They encourage website visitors to get in touch with you, send them follow-up emails, and more.

Some common types of lead funnels are:

• Quote forms: Customizable forms to place anywhere on your website.
• Lead Pop-ups: Short messages that “pop up” and appear on your website to quickly gather information.
• Manage your leads: Follow-up campaigns to turn leads into customers

Here, we’ll go over how to set up some powerful marketing lead funnels on your website. Once set up, these funnels work automatically— no extra work needed on your end!

Video Walkthrough

Add a Form 

Adding the form widget your website is easy! Start by navigating to the website builder for the page you'd like to add a form too. 

Hover over the area where you'd like to add testimonials. A green + New Component icon will appear. Click on it, then select Forms from the components menu which appears.

Select the forms style that you like best. A pop-up will appear where you can select the form template you'd like to use. 

Select your form template, and the new form will populate on your website builder

From here, you can use the right menu to customize the style and colors of your form. 

You can edit the form text by directly clicking on it, which will open a text editor. 

Make sure to click on the  Save or Publish button at the top of the page once you are done editing.

Create a New Form Template

To create a new form template, first navigate to the Contact Forms tab within the website section of the AgentMethods platform.

Here, you'll see a list of all of the current contact forms available on your website. The Public Forms are pre-made forms that AgentMethods has already made for your account, whereas Your Contact Forms are forms that you've created yourself. 

To make a new form template, click the green Create Contact Form button. 

A new form-editor page will appear. Click the blue pencil icon to name your new form template.

Next, start building your form by dragging and dropping different form elements into the form template area. 

To edit an element, click on the green pencil icon on the element. A pop-up box will appear where you can edit Label, Placeholder, and Help text. 

When you've finished, click the green Save button to save your changes. 

When you've finished creating your form template, click the green Save Contact Form button to save it. 

Edit a Form Template

To edit a form template, click the Modify Form icon. 

You'll be redirected to that form's template editor. When you've finished editing your form template, click the green  Save Contact Form button to save it.