Secure Form Information

By default, AgentMethods will email and optionally text you all information submitted via your quote forms. Because quote forms often collect sensitive customer information, including personally identifiable information ("PII") and personal health information ("PHI"), it is important to take precautions to secure this information so that a lost laptop or phone does not put customer information at risk. Additionally, email by default is sent "unsecured".

You can opt to secure your website forms by not having submitted information sent to you directly. Instead, you'll receive an email or text message notifying you of the new lead, with a link to log in and retrieve the information. The benefit of this is that customer information will not be arriving from your website to your email inbox or phone.


Globally Secure all Forms on Your Site

Start by navigating to your Site Settings page. To get there, click Website in the left-hand navigation of the AgentMethods platform. 

From here, simply click on  Site Settings on the top navigation bar. 

You'll be redirected to the site settings page. Under Lead Notification, toggle the switch marked Secure Form Fields

This will automatically secure every form on your website. 

don't forget to save! Scroll to the bottom of the page, and click the green Save Site Settings button to make sure your changes are saved. 

Secure Individual Forms

Alternatively, you can secure forms on a case-by-case basis.

First, navigate to the Contact Forms tab within the website section of the AgentMethods platform.

A list of all your form templates will appear. Select the form you'd like to add tracking to, then, click the  Modify Form icon. 

Once you're on this page, click on the  Form Settings tab. 

Check the box named Secure Fields 

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

For both options, please be sure to test the forms so you can see how the change affects your notifications. 

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