Forms for search profiles
Create a form in three steps with a live preview, publish it, and share it by link, QR code or website.
A form lets prospects enter their own search profile. Each submission creates the search profile and the contact in one go.
Where to find itReal estate → Search profiles → Forms
Create a form
- Click Create form.
- Step 1, What is the form for? Choose Rent, Buy or Rent & buy.
- Step 2, Which properties? Tick the property types. They are grouped as Living, Commercial, Land and Parking. Prospects can only choose these types.
- Step 3, What is the form called? Enter a name. A name is suggested, and it must be unique.
- Check the Preview on the right. It shows the real form and changes with every click.
- Click Create form to finish.
The last page offers Publish, the link, the QR code and Customise in the builder. A new form is a draft until you publish it.
Share it
- Copy link is the main button of an active form.
- QR code downloads a PNG or SVG in the print size you choose. Use it for flyers and shop windows.
- Embed on website gives a JavaScript code, a pop-up button or an iFrame.
Manage the list
- Filter chips: Active, Drafts, Paused, Archived and Trash.
- Four figures sit on top: visitors, new search profiles, success rate and open search profiles.
- Use the switch on a card to pause a form. Existing search profiles are kept.
- Click the name to open the builder. There you can change the name, type and property types.
Good to knowThe success rate is new search profiles divided by visitors in the last 30 days. If no form is active yet, you see two buttons: Create rental form and Create purchase form.
Deleting a form is described in Trash, unsubscribe and deletion.
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