Introduction

Contact Us and Lead Forms enable locations to collect information from existing clients as well as potential new clients through customizable forms that are available through the customer portal and can be embedded on the business website.

Helpful Hints

• Lead Forms are used to collect virtual information from new and existing clients. With lead forms, you can funnel in questions from existing clients into one report as well as create lead forms for specific events to track potential new clients.
  
  
• With the lead form, you can collect as little or as much information as needed from the client to complete their inquiry by adding and removing the required fields.
  
  
• Customers who submit a lead form that do not yet have active pets WILL NOT show up in the main search bar. However, they can be searched for from Owners & Pets » View All Owners.
  
  
• You can configure user groups to receive a notification when customers submit new lead forms. Navigate to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Lead Received permission.
  • This permission can be local to only the location where the form was submitted or can be global, meaning a notification will display at all locations when a customer submits a form.
    
    
  • For more information, please see our article on the Notification Center.
    
    
• The option to "Contact Facility" found on the main page of the Customer Portal will direct the user to the Lead Form, the "Contact Us" option within the portal will also direct users to that same Lead Form.
  
  
• Due to data privacy regulations, your Customer Portal is required to have a Contact Us button on the homepage of the Customer Portal. This is to allow customers to directly request deletion of their accounts without logging in. Please see our article on Manage Owner Accounts for more information about deleting and disabling owner accounts.
  
  
• It is recommended that you do not delete your default Lead Form to remain compliant and ensure customers are directed to a valid form.
  
  
  • As an alternative to deleting, you could set all fields in your form to business only by selecting "Only Employees" under "Who Can See/Edit This Field?".
    
    
  • If the Lead Form is deleted, please note that you will lose access to archived form submissions on the Leads Report and that link on the homepage will only show the facilities contact information. To re-add the form simply create a new one and ensure the type is "Lead" and the name is "Lead Form".

Topics

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