Introducing Lead Contact Forms

Introducing Lead Contact Forms
June 04, 2017
Engagement season is still a ways away but we wanted to make sure that this next one was your easiest yet. So today, we are very excited to introduce you to our new Lead Contact Form feature! The days of manually entering lead information are gone -  our Lead Contact Forms are easy to set up and put your booking process on the road to automation.
 
Booking season...we're ready for ya!

 

Aisle Planner Lead Capture Form

Customize Your Referral Sources and Services

We know you're excited to dive right into customizing your Lead Contact Form but, this is where to start. Your referral sources and services are fields in the form so, you want to kick things off by making sure that your options are up to date. To customize your referral sources and service types click on Leads in the menu of your Project Dashboard and then click into any lead in your Lead Manager. (If you do not have any open leads, click Add Lead to access and edit these fields.)

Scroll down to the General Information section in the lead record and you'll find both the Lead Source and Service Type fields there. To manage each list, click on the arrow on the right hand side of the box next to "Lead Source" or "Service Type." A modal will open where you can add or delete items in the list.

Pro Tip: All of the Lead Sources or Service Types you see on these lists will show in your Lead Contact Forms so, make sure these are both "camera ready."

When you are finished managing these fields, click Done in the modal and Done in the Lead Record to exit out.

Aisle Planner Lead Capture Form

Editing Your Lead Contact Form

After you have managed your lead sources and service types, you're ready to set up your Lead Contact Form! To access the form, click on Branding in the menu of your Project Dashboard and then on Lead. Once you are on the Lead Form page, you can (and should):

  • Customize your Lead Contact Form url
  • Write a welcome message (this will appear below your logo and above the form fields)
  • Upload your logo in the form preview section
Pro Tip: To put your lead contact form on your website simply copy your custom url (example url: https://aisleplanner.com/inquiries/tolalune) and link it to or on your contact or inquiries page!

Aisle Planner Lead Capture Form

To publish your Lead Contact Form, simply check the box next to "Publish Page" when you are ready. Uncheck that box to un-publish your Lead Contact Form at any time.

A Few Notes About Our Lead Contact Forms

  • Any inquiry that comes your way via the lead contact form will automatically be added to your lead manager
  • When an new inquiry is submitted, you'll receive an email with all the details. This way, you know whether each lead is one you want to respond to quickly (big budget, full service prospect) or if there's no rush (tinier than tiny budget, full service prospect)
  • If the inquiry includes a message, it will be documented into the general Note area of a lead record

 

As always, if you have any questions about our new features, don’t hesitate to get in touch! You can check out our FAQs in our help center here or reach us at customercare@aisleplanner.com
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About the Author

Aisle Planner Editorial Team
Aisle Planner Editorial Team
The Aisle Planner Editorial Team is a collective of creative writers, editors, and former event pros who obsess over weddings and special events—and the businesses behind them! Drawn to the details of their design and extravagant charm of their creativity, our team provides intelligent and straightforward articles with insights, practical tips, and expert guidance in putting Aisle Planner's "Power of One" behind your business. ...