Securing the information submitted via your forms
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 not have information submitted via your quote forms sent to you, and instead 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.
There are two ways to set this up:
1. Globally secure all forms on your site
To do to this, visit your 'site settings' page. At the top you will see an option to "Secure Form Fields". Turning this on and saving the page will automatically secure every form on your site.
2. Secure individual forms as needed
Alternately, you can secure forms on a case-by-case basis. To do this, visit the 'contact forms' page, modify the form you want to secure, and select "Secure Fields" under Form Settings.
For both options, please be sure to test the forms so you can see how the change affects your notifications.