Summary

Contact Us and Lead Forms let you collect information from existing and new clients. The forms are available in the Customer Portal, and you can embed them on your business website.

What This Does

Helpful Hints

• Lead forms collect information online from new and existing clients. You can gather questions from existing clients into one report. You can also make lead forms for specific events to track potential new clients.
• You can collect as little or as much information as you need by adding and removing required fields.
• Customers who submit a lead form and do not yet have active pets do not show in the main search bar. You can search for them in Owners & Pets » View All Owners.
• You can set user groups to get a notification when customers submit new lead forms. Go to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Lead Received permission. The permission can apply only to the location where the customer submitted the form. It can also be global, so a notification shows at all locations. See Notification Center.
• The "Contact Facility" option on the main page of the Customer Portal sends the user to the Lead Form. The "Contact Us" option in the portal sends users to the same Lead Form.
• Data privacy rules require your Customer Portal to have a Contact Us button on its homepage. It lets customers ask to delete their accounts without logging in. See Manage Owner Accounts for how to delete and disable owner accounts.
• Do not delete your default Lead Form. This keeps you in compliance and makes sure customers go to a valid form. Instead of deleting, you can set all fields in your form to business only. Select "Only Employees" under "Who Can See/Edit This Field?"
  • If you delete the Lead Form, you lose access to archived form submissions on the Leads Report. The homepage link then shows only your facility's contact information. To add the form back, create a new one. Set the type to "Lead" and the name to "Lead Form."

Topics

• View Lead Forms How-To
• Receive Notifications When a Lead Form Is Submitted How-To