In this article, you will learn how to create a Lead Form in AMS+ to capture group leads as Group 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 Groups Lead Form Type and enter the URL of your thank-you/confirmation 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.
Some form fields are included by default, but you can add additional fields and customize the order however you want. 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).
Lead Record Details
Specify which details you want to populate in new Group Records every time a group lead fills out the Lead Form.
See below for more on each detail:
| Lead Record Detail | Description |
|---|---|
| Lead Source |
Set the lead source for new Group Records. If you want to automate follow-up tasks and emails, you can create workflows that trigger based on the lead source. You can also use the lead source to help you find new Group Records in Advanced Search. |
| Primary Contact Type | Specify the address type (home, business, billing, mail) for the primary contact of new Group Records. |
| Primary Contact Address Type | Specify the address type (home, business, billing, mail) for the primary contact of new Group Records. |
| Servicing Agent | Optionally set the servicing agent for new Group Records. |
| Account Manager |
Set the account manager for new Group Records. The account manager is a user in the account. You can notify your account managers as soon as a new Group Record is created with a workflow. |
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:
- Group Fields
- Company Name — Default
- Group Size
- Primary Contact Fields
- First Name — Default
- Last Name — Default
- Middle Name
- Date of Birth
- Home Phone
- Cell Phone
- Business Phone
- Street 1
- Street 2
- City
- State Abbreviation
- Zip
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 Group Record already exists for them in AMS+, will it create a duplicate?
Yes. Lead Forms always create a new Group Record, even if one already exists for that group. They do not check for or match against existing records in AMS+.