Forms - Real Estate Use Case | Online Help - Bigin by Zoho CRM

Forms: Streamline data collection from your customers

The form builder in Bigin is an excellent tool for real estate businesses to capture a wide range of details from potential customers. Zylker Homes can create custom forms for property enquiries, rental applications, feedback, and more. With automatic data capture to the Pipelines and Contacts module, they can streamline their data collection process. These forms can be easily shared as a link, QR code, or even embedded on the real estate company's website, allowing them to capture and manage leads effectively.
 
Let's build the following forms for Zylker Homes,
  1. A property listing enquiry form that will be embedded on their company's website, while the QR code will be used during expos to capture leads.
  2. A testimonial form to share with customers who have utilized their services. The form will be shared as a link via email.

Property listing enquiry form 

  1. Go to Settings > Forms.
  2. Click +New Form.
  3. Choose the form type. Since we are building a form to capture property enquiries in the Sales Pipeline, click Create a Pipeline Form.
  4. On the Form builder page, do the following:
    1. Enter the form name as Property listing enquiry.
    2. By default, the Opportunity Name field is already added to the form as it is mandatory for a record in the Pipelines module. Click the Settings icon next to the field name and rename the field label as 'Enquiry Subject'.  Select the checkbox to mark the field as mandatory.
    3. Drag and drop the following fields in the WYSIWYG editor: First name, Email, Phone, Description, Budget. Rename the field label for 'Description' to 'Enquiry Message'.
    4. Drag and drop the Captcha field to prevents bots from automatically submitting unwanted content in your form. This acts as a secured gateway where the records will only be considered upon successful completion of this test.
    5. Drag and drop the Privacy Policy field to explain how your company will look after and deal with customers’ private information. Adding this in your form allows the customers to legally agree to your company's privacy policy or end-user license agreement. When this is added in your form, the customer can submit only after reading and enabling the checkbox.
    6. Drag and drop the File Upload field to allow the user to upload files related to their property and that will be added as attachments to the pipeline record automatically.
  5. Click the preview icon to see how your form looks before publishing.
  6. Click Next Step.


  7. In the Form Details section, do the following:
    1. Assign Owner: Select a user from the dropdown. All the records generated through this form will be assigned to the selected user. Enable the checkbox to notify the user when a form is submitted.
    2. Sub-pipeline and Stage: Select the 'Sell Property' sub-pipeline and 'Enquiry' stage to assign when the record is created.
    3. Tag: Add the 'Website' tag from the list of existing tags for the module. The chosen tags will be added to all of the records captured from the form.
    4. Acknowledge Visitor: Enabling this option will send an acknowledgement email to the customer once the form is submitted. Select 'Follow-up email after an enquiry on the website' template.
  8. For the "What should the visitors see when they submit the form," select Thank you message and enter the message as 'Thank you for your interest. Our real estate agent will get in touch with you in the next 24 hours.'
  9. In the Fields to be auto filled on submission section, enter the default value for the fields you want to be automatically filled out when a record is created but not displayed on the form. For example, you can have a field "Source" in the Pipelines module and whenever a record is created via this form, you can add a default value of "Form" to that field.

  10. Click Save and Next.
  11. In the Share your form page, you will find the form link, QR code, and three different formats of code (Source, Java Script and iFrame) to embed on your website or app.
  12. Click Done.

Customer Testimonial Form 

  1. Go to Settings > Forms.
  2. Click +New Form.
  3. Choose the form type. Since we are building a form to capture feedback from customers in the Customer Testimonials Pipeline, click Create a Pipeline Form.
  4. On the Form builder page, do the following:
    1. Enter the form name as Customer Testimonial Form.
    2. By default, the Testimonial Name field is already added to the form as it is mandatory for a record in the Pipelines module. Click the Settings icon next to the field name and rename the field label as 'Testimonial Subject'.  Select the checkbox to mark the field as mandatory.
    3. Drag and drop the following fields in the WYSIWYG editor: First name, Last Name, Email, Phone, Experience Rating, Description. Rename the field label for 'Description' to 'Enquiry Message'.
    4. Drag and drop the Captcha field to prevents bots from automatically submitting unwanted content in your form. This acts as a secured gateway where the records will only be considered upon successful completion of this test.
    5. Drag and drop the Privacy Policy field to explain how your company will look after and deal with customers’ private information. Adding this in your form allows the customers to legally agree to your company's privacy policy or end-user license agreement. When this is added in your form, the customer can submit only after reading and enabling the checkbox.
  5. Click the preview icon to see how your form looks before publishing.
  6. Click Next Step.

  7. In the Form Details section, do the following:
    1. Assign Owner: Select a user from the dropdown. All the records generated through this form will be assigned to the selected user. Enable the checkbox to notify the user when a form is submitted.
    2. Sub-pipeline and Stage: Select 'Customer Testimonials' and 'Case Study Draft' stage to assign when the record is created.
    3. Acknowledge Visitor: Enabling this option will send an acknowledgement email to the customer once the form is submitted.
  8. For the "What should the visitors see when they submit the form," select Thank you message and enter the message as 'Thank you for your feedback'.

  9. Click Save and Next.
  10. In the Share your form page, you will find the form link. Copy the link.
  11. Click Done. 

Create an email template 'Customer Testimonial Form' and embed the form link in that template. This template will be used while configuring a workflow for your account.

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