A quote form asks one lead type's questions, a step at a time, and makes a lead as soon as the visitor gives a name and an email or phone. Open Marketing, Quote forms.
Make one
- Under New form, give it a Name and pick the Lead type.
- Press Make form.
A new form already asks the usual questions for that lead type, in a good order. A new mortgage form asks what MortgageRefinance.com's quote form asks: the goal, the home, its value and balance, credit, then contact details and the rest.
Change the steps
On the form's page, under Steps, each step can be:
- reworded, with your own words for each box and choice;
- moved up or down;
- switched off (kept with its wording, but never asked) or deleted;
- asked only when an earlier answer calls for it, like a zip code only for a purchase.
Add step asks any other question of the lead type, the address or the zip.
The steps are shown in three parts: Before the lead (answers wait with the visitor), Contact info (the lead is made here) and Added to the lead (each answer goes straight onto the lead).
Date of birth and SSN steps are on every form but start switched off. Turn one on with its switch. They're always asked after the lead is made, and saved encrypted.
How it asks
Under How it asks, pick:
- Steps: one question a screen.
- Conversation: the same questions as a chat, with earlier answers above.
- AI Vaulty Conversation: a chat where visitors can type answers in their own words, or ask a question. It never quotes rates or promises approval, and it never shows your software's name.
Wording
Set the Welcome heading, the Consent shown above Get my quote, and the thank-you heading and text. The consent wording is saved with every lead, word for word, with the time and address.
Forms are white-label: nothing on them says LeadVault. Your logo or company name is at the top (Settings, Company details).
Share it
Every form has its own address on LeadVault, to link to from ads, emails and buttons. To show it inside your own website, see Put a form on your website.
A link can fill in the first answers: add the question's key and value, like ?loan_purpose=refinance.
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