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How to use the Form Builder

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: In the sidebar menu, go to Sites

STEP 3: Go to Forms tab and select Builder in the drop down. You may want to put this form and populated on one of the landing pages that you created within our system, but you do have the ability to populate these forms. You have quite a few forms that we give you over our automated accounts set up.

STEP 4: In this example, the Main Home Page Form is the main form that we have on all of our property acquisition pages. You can see on the right-hand side, you have any sort of fields that you want to add custom fields, which would be the ones that we’ve created custom to property acquisition. You can also click any field and drag it in and it will formulate the custom field right into main homepage form and you didn’t want a certain field, you can delete it.

STEP 5: You can change the design of the form by clicking Styles. This is where you can manipulate how you want that form to look.

STEP 6: Under Options, it will show you what happens after that homepage form has been submitted. You have the option to create a message and it will just populate right where the form once stood on the landing page, or you have the ability to open URL and put the Thank You page.

STEP 7: Once done, you can click Integrate Form. You have the option to Embed or Link your form

Embed

You can put the form on one of your own personally owned landing pages

Link

You can create a standalone form and put the URL wherever you’d like to go

STEP 8: In Analyze, you can check your form submission so you can see all of those submissions, what’s come through and how many have come through.

STEP 9: In Submissions, you can see what page they came off of, what their information is and what form they submitted.