With our Enhanced Forms upgrade, you'll have the ability to customize the built-in forms, build your own forms, get lead tracking info, set up autoresponder emails, and more.
Here's an overview of what you'll get with this upgrade:
Web Form Builder
Webtricity websites come with a few built-in web forms, including a contact message form, a quote request form, and a service request form. With access to the form builder, you'll be able to customize all of the built-in forms, and you'll be able to build your own forms from scratch.
Whether you want to add a birth date field to the built-in quote form, create a quote form for a specialty product, or even make a signup form for your next charity golf tournament, the form builder has what you'll need.
Web Form Autoresponder
If you want to delight your customers and leads, and set yourself apart from your competition when people are requesting quotes from multiple agencies, add an Autoresponder, and our platform will automatically email people when they submit a form on your website. The emails can come from your agency email address like email@example.com or from a general address like firstname.lastname@example.org.
The email can say whatever you want, like “Message received. We'll get back to you ASAP.” We have autoresponder email templates you can choose from, or you can start from scratch and write your own. You can even set up multiple autoresponders for different form types, or have one that gets sent during your business hours and another that gets sent when you're closed.1
Product Quote Forms & Pages
In addition to the built-in, general quote request form (which is not product-specific), we also have pre-made quote request forms covering many insurance products, including auto, homeowner, condo, renters, boat, motorcycle, RV, business, umbrella, and more.
Additionally, whether you use our pre-made quote forms or build your own, the Webtricity Dashboard will automatically create a new web page for each product quote form you add to your website. If you have an auto insurance page at youragency.com/auto-insurance, you'll also get an auto insurance quote page at youragency.com/auto-insurance/quote.
Lead Tracking Info
Whenever someone submits a form on your website, you'll have access to all of the following information:2
- Referring website — how the visitor got to your website
- Landing page — the web page where the visitor first arrived
- Lead source — the traffic campaign used in inbound links
- Geographic location — city, state, and country
- Device information — browser, operating system, and language
This upgrade greatly increases the level of customization you can achieve with your Webtricity website. You can use our built-in quote forms and/or build your own, set up an autoresponder to email customers and leads when they submit a form, and see where your leads are coming from. Give it a try today, and let us know if there are any other features you'd like to see built in to Webtricity.
- 1 The base upgrade includes one autoresponder, but you can upgrade further for more.
- 2 We attempt to collect the information listed above, but some of it may not be available in all cases.