Lead forms and surveys are a great way to capture leads.
Default Form
Every WhirLocal account comes with a default contact form. This contact form asks for first and last name, phone number, email, and a short message.
Add A Form
To add a new form, click the ‘Add New Form’ button.
You will be asked to fill in the form name and description. Click ‘Add Form’.
Your new form will appear at the bottom of your list of forms.
Edit A Form
To edit a form, select the pencil icon.
Each form will automatically come with two basic fields, but feel free to delete those if they aren’t needed by clicking the small x in the upper right corner.
Every field will have different custom options.
Make sure you hit ‘Update’ frequently and often!
Add A Survey
To make a survey, go to the ‘Advanced Fields’ and select ‘Survey’.
You will need to select the ‘Survey’ field every time. The editing options within the field will allow you to select different types of survey questions.
Notification Settings
You can access your notification settings in two places.
The first place is on the main Forms and Surveys page, look to the right of the form name for the Envelope icon.
You can also access these settings when editing the form.
Click on the ‘Standard Notification’ (or you can turn off the entire notification by toggling the green button.)
You have a bit of freedom here, but the most important is to fill in the ‘Send To Email’. All forms created on WhirLocal will be from ‘[email protected]’ You can play around with the subject and message as needed.
Form Entries
You can access the form entries in two places. Within the form itself.
And from the main page under the form name.
