Forms
Creating & Editing Forms
Your website comes with a few different forms for quote requests, and customer service, but there are times where you may want to create a new custom ...
Form Notifications
This is very important; if you don't setup the notifications for new forms, you will not know when people complete/submit your forms.
Connecting Forms to Zapier
Zapier is a great way to push form field data from your webforms into other applications, such as your CRM. The setup is very simple, follow the video...
Conditional Logic
Adding Forms to Pages
Viewing Form Entries & Uploads
Routing Form Notifications
Sometimes you may need notifications to go to certain people depending on form responses.
Form Auto-responders
Conversational Forms
Make your forms look like JotForm or TypeForm!
Collect Driver or Vehicle Info with Repeatable Fields (List Field)
Here we cover the "List" field. This field is handy for collecting both driver and vehicle information.
Prevent Form Spam with hCaptcha
Adding hCaptcha to your forms will greatly reduce, if not completely eliminate form spam. Understand that getting form spam is NOT the same thing as b...
PowerPack
QuoteVids Setup
Benefits of QuoteVids over tools like Loom: QuoteVids are FULLY BRANDED to your agency, website, and staff videos are no-indexed from Google and passw...
Social Reels Setup (YouTube Shorts)
Want to integrate your YouTube content with your website? We built a slick and really fun way to populate YouTube shorts on different pages of your s...
Case Studies Setup
Click here to download some to get started ---> Graphics Bundle Click here to search for what you want ---> https://undraw.co/illustrations When you ...
Mobile Bar Setup
Blogs & Pages
Navigation Menus
Integrations
Agency Zoom API Webhook Integration
AgencyZoom power-users rejoice... you can now pass field data directly from your built-in web-form(s) directly into AgencyZoom. If you've used Zapier ...
Connect Forms to Agency Zoom using Zapier
Update: We now have a direct API integration to AgencyZoom, so you may not need Zapier to make the connection. See our knowledge base article for more...
Hawksoft Integration
Download this first ———> HawkSoft_CMSMTF_Files 1.) Create form(s) and set proper notification email 2.) Assign form(s) to Hawksoft integration by...
Canopy Connect
This is a little more involved but can be very helpful depending on your needs. 1. Set up Canopy Connect credentials in your form settings. (Forms -> ...
Calendly
Connect Forms to Better Agency
Domains & DNS