Objectives
Hey there! Are you ready to amp up your website game? In this guide, we're going to walk you through setting up two custom web forms using your REI BlackBook. This is going to be a total game-changer for interacting with your visitors online. Let's dive in!
There are different areas you will go to complete this task. We will start at the Content Library to get the workflows that you will be able to trigger when your webform is submitted.
Steps: Content Library
- Kick-Off: First things first, log into your REI BlackBook account. Head over to 'Resources' and then 'Content Library'.
- Find the Magic: Type [WS]NEWWebsite in the search box. You'll see two new workflows pop up. Hit the 'Get' icon for each to install them. Remember, after clicking 'Get', you'll need to click 'Install' to complete the process.
Steps: Build Your First Web Form - [WS] Buyer Contact
- Go to 'Web Tools' and then 'Web Forms'.
- Hit '+New Web Forms' to start.
- Name your first web form '[WS] Buyer Contact' and click 'Create Web Form'.
- Rename fields
- 'Name' to 'Your Name', Don’t forget to save your changes!
- 'Email' to 'Your Email Address'
- 'Name' to 'Your Name', Don’t forget to save your changes!
- Add Fields (click the chevron-down icon to expand this section)
- Drag and drop the Phone field
- Then update from 'Phone' to 'Your Phone Number ' don't forget to click the "Save Field" button.
- Update the Submit Button
Button Text: TELL ME ABOUT AVAILABLE HOMES!
Button Background Color: #267ac0 (this will then match the website template color)
Rounded Corners: 4
- Drag and drop the Phone field
- Form Details (click the chevron-down icon to expand this section)
- Update the Label Position to Inside.
- Update the Label Position to Inside.
- Run Workflow (click the chevron-down icon to expand this section)
- Select your new Workflow: '[WS] NEW Website Buyer Lead' from the drop-down menu.
- Be sure to click on Save when done.
Note: your email address will appear in the email report submission, not noreply@reiblack.com
- Select your new Workflow: '[WS] NEW Website Buyer Lead' from the drop-down menu.
- Finishing Up: Once you're done, hit 'Done'
- Then 'Publish Changes'.
- Then 'Publish Changes'.
Steps: Build Your First Web Form - [WS] Seller Contact
- Duplicate the first form you created by clicking the duplicate icon.
- Rename It: '[WS] Seller Contact' and click 'Create Web Form'
- Now select your newly created webform
We are now ready to update your duplicated web form for your Sellers. - Update the Label Position to 'Above'.
- Form Details (click the chevron-down icon to expand this section)
- Update the Label Position to above.
- Update the Label Position to above.
- Form Details (click the chevron-down icon to expand this section)
- Now we add the additional fields
- Add Fields (click the chevron-down icon to expand this section)
- Drag and drop from the Property Pipeline Fields from the right side of the page to complete your form.
Note: Don't forget you will always need to click the "Save Fields" to add the field to your web form.
- Property Address - Single Field
(suggested update 'Property' to 'Property Address')
Note: For the fields with the label Other, you will be dragging over the 'Other' field and you will then Choose a Property Pipeline Field from the drop-down: - Other: Lead Sheet/What is your Asking Price
- Other: Lead Sheet/Does the property need repairs?
- Other: Lead Sheet/What is your reason for selling?
- Bedrooms
- Bathrooms
- Other: Lead Sheet/How quickly are you looking to sell?
- Other: Lead Sheet/Comments
- For this one update the Label to read 'Is there anything else we should know at this time?'
- For this one update the Label to read 'Is there anything else we should know at this time?'
- Property Address - Single Field
- Drag and drop from the Property Pipeline Fields from the right side of the page to complete your form.
- Lastly, you will want to update just the following fields of the Submit Button
Button Text: HELP ME SELL MY HOME! - Button Background Color: #267ac0 (this should already be updated since you copied)
Rounded Corners: 4 px (this should already be updated since you copied)
- Add Fields (click the chevron-down icon to expand this section)
- Run Workflow (click the chevron-down icon to expand this section)
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- Update the selected Workflow to '[WS] NEW Website Seller Lead'
- Be sure to click on Save when done.
- Update the selected Workflow to '[WS] NEW Website Seller Lead'
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- Finishing Up: Once you're done, hit 'Done'
- Then 'Publish Changes'.
- Then 'Publish Changes'.
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Thank You!
That's it! You now have your new web forms ready to rock on your Wicked Smart website. If you have any questions, our support team at support@reiblackbook.com is always here to help you out. Happy form building!