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How to Build a Lead Form in Housing Market CRM

Tutorial 41 of 181 · 1 min 24 s

Open the product

A lead form is a contact form you place on your own website, so every enquiry arrives in Housing Market CRM together with where it came from. This tutorial opens Lead forms for your website under Marketing, reads who the privacy notice names, builds a form with its name, heading, phone and message questions and the websites that may show it, opens the form, and finds its link and embed code. It then shows the report of where the leads of a form came from. This feature is new and shows a Beta badge while we refine it.

In this tutorial you will learn

  • How to create a lead form for your own website
  • Who the privacy notice on the form names
  • How to open the form and get its link or embed code
  • How to see where each lead came from

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open the Marketing group in the left menu.
  3. Click Lead forms for your website.
  4. This tool is new and shows a Beta badge while we refine it.
  5. The privacy notice names you and gives your contact, as shown here.
  6. Scroll down to New form.
  7. Give the form a name. Only you see it.
  8. Add a heading for the form, or leave it empty.
  9. Choose whether to ask for a phone number.
  10. Visitors see an unticked box to receive property emails from you.
  11. List the websites that may show it, one per line.
  12. Click Create the form.
  13. The form is made, and it is not open yet.
  14. Click Open the form to make its page public.
  15. Share the link, and add a utm_ tag to see where a lead came from.
  16. Or paste the embed code on your own page.
  17. Another form already has leads.
  18. Click Where leads came from.
  19. See the source, medium, campaign and page of each lead.