Objectives
Hey there! Are you ready to amp up your Private Investor 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!
Creating Your Private Investor Web Form: Contact Us Form
- Navigate to Web Forms: select from the main menu 'Web Tools' and then 'Web Forms'.
- New Form: Hit the '+New Web Forms' button to get rolling.
- Name it: Name your first web form 'Captial Machine - Contact Us' and click 'Create Web Form'.
- Rename fields
- 'Name' to 'Full Name', Don’t forget to save your changes!
- 'Name' to 'Full Name', Don’t forget to save your changes!
- Add Fields (click the chevron-down icon to expand this section)
- Drag and drop from the Contact Manager Contact Fields
- The Phone field
- don't forget to click the "Save Field" button.
- The Phone field
- Drag and drop from the Custom Form Fields
- Custom Fields/ Choose a Custom Field: Contact Type
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- What are your primary investment goals?
- Can you commit to a 5-year loan term?
- Can you invest a minimum of $30,000?
- Do you prefer hands-off investments?
- Is a 10-12% annual return good for you?
- Would you be open to scheduling a call
- Lastly, Update the Submit Button
Button Text: 'Send >>'
Button Background Color: #47bd17
Rounded Corners: '10' px
Button Width: '70' %
Button Text Color: #fff
Note: Everything else is correct by default
- Drag and drop from the Contact Manager Contact Fields
- Run Workflow (click the chevron-down icon to expand this section)
- Choose a Workflow: Select the appropriate from the drop-down menu.
- Be sure to click on Save when done.
Note: your Profit Dial number and email address will appear default
- Choose a Workflow: Select the appropriate from the drop-down menu.
- Finishing Up: Once you're done, hit 'Done'
- Then 'Publish Changes'.
- Then 'Publish Changes'.