To create your form template in Plezi, it's this way!
Pre-requisites :
Have you added the necessary fields (if not, it's here)?
And possibly their different values (if not, it's this way)?
The visitors who complete this form are usually at the decision stage: they are ready to contact a sales representative.
So you can ask precise and engaging questions.
Insert and modify a contact form
1. Go to "Configuration > Form template" and click on the edit button of the form template "Contact".
2. Once on the form, you will be able to choose and configure your fields ;
3. Go to your "Content" tab, and click on the content "Contact Request" which was created by default when you created your holder ;
4. Go to the "Publication" tab, and click on the "Contact" form created for you ;
5. Validate its formatting & workflow;
6. Retrieve the script from the "Upload" tab and paste it in the appropriate place on your site.
Tips & Tricks !
Contact forms are linked to the "Decision" stage of the purchasing cycle: the scoring should reflect this. At Plezi, we assign a score of 40 to the submission of a contact form. To assign this score to your content, see this article.
Add an internal alert in the workflow of this form because a hot lead that is not processed within 48 hours is a lost lead 😭. This internal alert will show all the fields of the form, but also all the history of this contact.