Note for Enhanced Records accounts: Lead Forms for Sales Records are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
In this article, you will learn how to create a Lead Form in AMS+ to capture individual leads as Sales Records on your website.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Data & Custom Fields permission.
In this article
How to create a Lead Form
- Go to My Agency Settings.
- Find and open the Lead Forms setting.
- Select the New Lead Form button.
- In the Lead Form Details section, name the Lead Form. Then select the Sales Record Lead Form Type and enter the URL of your thank-you/confirmation page.
If you don't already have a Thank You/Confirmation Page, you can create one in AMS+. Learn how to make a landing page.
- (Optional) Add reCAPTCHA to help prevent spam. Learn more about managing reCAPTCHA.
- Fill out the Lead Record Details. These details will automatically populate in every new lead.
Refer to the Lead Record Details section for more information.
- Select the Save & Edit Form Fields button.
- Select and order your form fields.
First name and last name are always required. You can add other fields and arrange them in any order. Refer to the Form Fields section for more information on the available fields.
- Save and preview your Lead Form, and copy the HTML to add to your website.
Hover over the link and double-click to highlight it. Then, right-click and copy or use CTRL + C (Windows) or CMD + C (Mac).
- (Optional) To trigger a lead routing rule, add <input type="HIDDEN" name="agent" value="auto"> to your HTML before putting it on your website.
Lead Record Details
Specify which details you want to populate in new Sales Records every time an individual lead fills out the Lead Form.
See below for more on each detail:
| Lead Record Detail | Description |
|---|---|
| Record Type |
Individual leads are stored as Sales Records in AMS+. Sales Records are defined and segmented into different lead categories by Record Type, which are based on the agency's business processes. Lead, Renewals, and Medicare are examples of commonly used Record Types. Learn more about Record Types. |
| Lead Source | Set the lead source for new Sales Records. If you want to automate follow-up tasks and emails, you can create Legacy Sales Automated Workflows that trigger based on the lead source. |
| Servicing Agent | Optionally set the servicing agent for new Sales Records. The selected servicing agent must have a linked user or the Sales Record will be created without a servicing agent. Learn more about linking agents to users. |
Form Fields
A form field is like a blank space on a digital form where the lead enters their requested information, like name, address, email, and other details.
You can add and reorder the following form fields however you want:
- First Name — Required
- Last Name — Required
- Middle Name
- Date of Birth
- Gender
- Phone Number
- Address
- City
- County
- State
- Zip Code
In addition, you can use the following types of Custom Fields in your Lead Forms:
- Text Field
- Text Area (displays as a single line in the Lead Form)
- Dropdown
- Number
- Currency
- Percent
- Checkbox
- Checkbox List
Common questions
Can I customize my Lead Forms?
Yes, check out the article on customizing Lead Forms for instructions on how to tailor a Lead Form to your needs.
Can I assign an agent to a lead from the Lead Form?
Yes, you can add a field to a Lead Form behind the scenes to assign an agent to a new lead. Check out the article on customizing Lead Forms to learn how.
If someone fills out a Lead Form and a Sales Record already exists for them in AMS+, will it create a duplicate?
Yes. Lead Forms always create a new Sales Record, even if one already exists for that person. They do not check for or match against existing records in AMS+.