Objectives
Hey there! In this guide, we're going to walk you through setting up custom web forms using your REI BlackBook. Let's dive in!
Install your Workflows
Step 1: Click Resources then Content Library
Step 2: Search Installation - BSOW and click the icon under the Get Column
Step 3: A pop-up will appear click Install
Build your Webforms
Place the Following on your home page
Step 1: Click Web Tools then Web Forms
Step 2: Hit the '+New Web Forms' button to get rolling.
Step 3: Name your first web form 'BSOW - Join the Team' and click 'Create Web Form'.
Step 4: Click on the Pencil Icon after hovering over email and change columns to two
Step 5: Add Fields (click the chevron-down icon to expand this section)
Make sure the following Fields are required
The Phone field (make sure it's also set to two column)
Custom Fields/ Choose a Custom Field: Best Time to Call
Step 6: Under Form Details set Label Position to Inside
Step 7: Under Run Workflow choose 'BSOW - Join the Team (Step 1)' Don't forget to save!
Step 8: Under Customize Thank You Page chose Web Page then BSOW - Congratulations (Make sure to hit Save Thank You)
Step 9: Edit your Submit Button
Set the text to:Yes! I Want to Earn Extra Cash While Driving
Set the color to:#ed9621
Set the Rounded Corners to:5 px
Step 10: In the top right hit Done then Publish Changes
Place the Following on your Congratulations page
Step 1: Click Web Tools then Web Forms
Step 2: Hit the '+New Web Forms' button to get rolling.
Step 3: Name your first web form 'BSOW - Driver Profile' and click 'Create Web Form'.
Step 4: Click on the Pencil Icon after hovering over email and change columns to two
Step 5: Add Field (click the chevron-down icon to expand this section)
Make sure the following Fields are required
The Phone field (make sure it's also set to two column)
Step 6: Drag a Divider over set the label to 'Your Vehicle Information'
Step 5: Add Field (click the chevron-down icon to expand this section)
Make sure the following Fields are required
Custom Fields/ Choose a Custom Field: Vehicle Year (Set Column to 3)
Custom Fields/ Choose a Custom Field: Vehicle Make/Model (Set Column to 3)
Custom Fields/ Choose a Custom Field: Vehicle Color (Set Column to 3)
Custom Fields/ Choose a Custom Field: Car Insurance (Set Column to 2)
Upload - Change label to 'Upload picture of your Driver's License' (Set Column to 2)
MultiLine Text - Change label to 'Comments' (This one does not need to be required)
Step 6: Under Run Workflow choose 'BSOW - Driver Profile (Step 2) Don't forget to save!
Step 7: Under Customize Thank You Page chose Web Page then BSOW - tos (Make sure to hit Save Thank You)
Step 8:Edit your Submit Button
Set the text to: Read and Accept Terms of Service
Set the color to: #ed9621
Set the Rounded Corners to: 10 px
Step 9: In the top right hit Done then Publish Changes
Place the Following on your TOS page
Step 1: Click Web Tools then Web Forms
Step 2: Hit the '+New Web Forms' button to get rolling.
Step 3: Name your first web form 'BSOW - TOS' and click 'Create Web Form'.
Step 4: Click on the Pencil Icon after hovering over email and change columns to two
Step 5: Add Fields (click the chevron-down icon to expand this section)
Make sure the following Fields are required
The Phone field (make sure it's also set to two column)
Custom Fields/ Choose a Custom Field: BSOW - Terms of Service then Change the label to 'Do you agree to the Terms of Service?'
MultiLine Text - Change label to 'Comments' (This one does not need to be required)
Step 6: Under Form Details set Label Position to Inside
Step 7: Under Run Workflow choose 'BSOW - TOS Accepted (Step 3)' Don't forget to save!
Step 8:Edit your Submit Button
Set the text to: Accept Terms of Service
Set the color to: #ed9621
Set the Rounded Corners to: 10 px
Step 9: In the top right hit Done then Publish Changes