Lead forms collect contact information from prospects visiting your website and create records in AgencyBloc for follow-up. Use your website to generate leads for agents, groups, and individuals, and follow up quickly to boost your lead conversion rates.
IN THIS ARTICLE
How lead forms work
When a prospect completes your lead form, their information will be sent to AgencyBloc. AgencyBloc will then create a new agent, group, or individual record with the prospect’s information.
You can set up workflows to automate follow-up tasks and email notifications, and use Advanced Search and Quick Search to track new leads.
If you're getting started with lead forms:
- Create and edit a lead form for your agency’s website. You can place the same form on multiple pages or use different forms for different pages.
- Customize your lead form with styles and formatting tailored to your agency’s branding.
- Add reCaptcha to prevent bots from wasting your time with fake leads.
- Track new leads and automate follow-up tasks using Advanced Search and Automated Workflow.
Tips for using lead forms
Try to keep the number of fields to four or five
Research shows that fewer fields in a lead form contribute to greater conversion rates. For agent and individual leads, four fields is enough to ask for first name, last name, email address, and state. For group leads, you can use those same fields plus one more for the group name.
Place the lead form “above the fold”
The fold is the breaking point where a visitor starts to scroll down the screen to see more. Content placed “above the fold” is more likely to be seen than below the fold. We recommend placing your most important items, like a lead form, above the fold.
Request only what you need for follow-up
A phone number might be considered important information to you, but test things out to see what yields the best results. If you can remove excess fields, you’ll reduce the amount of time a visitor needs to spend filling out the form and make it less intimidating.
Can I customize lead form?
Sure thing! Check out the article on customizing lead forms for instructions on how to tailor a lead form to your needs.
Is there a limit on the number of lead forms I can create and use?
Nope, create as many lead forms as you need. We suggest tailoring lead forms based on the context where you plan to use them. On a generic contact page on a website - keep it simple and short. On a detailed page about insurance coverage, add a few details to help a visitor communicate their needs to you.