Staying on top of your inquiries is key to booking and busy season success so streamline your leads with RPC! Below we will cover the steps to customize an inquiry form and embed it on your website.
RPC inquiry video tutorial below!
Customizing your form
Go to your business profile page and click the "Settings" tab
Click "CONFIGURE" below the "Inquiry form" section:
3. In the left menu, you will see all of the field options (both required and optional) that you can use on your form. Instructions, first and last name, email, and phone number are required
4. To change how the placeholder text displays in the Instructions field, simply type the message you would like to display
5. To change the placeholder text in any of the other fields, for instance "Mobile Number", click the pencil icon and edit the Label field text to "Cell Phone":
6. To add a field, click the eye icon to make it display on the form preview in the center of the page
7. If you'd like to change the order in which fields display, click the grid on the left-side of the field and drag up or down to the desired placement
8. Use the "Large custom text" field when you expect 2-3 sentence responses and the "Short custom text" field when you expect a few words or less.
9. For multiple choice fields click the "+" button to enter your predefined selections:
Note: be sure to select whether each field should be required or optional
10. When you are pleased with the fields on your form click "NEXT"
Styling your form
Choose a desired font from the font family dropdown. Note, Google fonts are the supported font but you should be able to find a comparable option if you use Microsoft or other font types.
Add your brand hex colors to the form fields so the form matches your website branding. If you don't know your color codes, you can type "blue" or "gray" etc in the boxes to pull up a color picker. Or you can upload an image here to find your color codes.
Click next when you are pleased with the form preview
Publishing your form
Now for the important part - getting the form on your website!
Click "Save"
Click "Copy HTML Code"
Log in to your website builder.
Find instructions below for publishing the form to your website:
Embedding your form on Wordpress
Embedding your form on SquareSpace
Embedding your form on Wix
Embedding your form on Showit
Have a website builder not listed above? Most builders use similar steps so take a peek at the provided instructions or try searching your website help center for "Embed code" instructions. Reach out to your website support center or [email protected] if you need assistance.
When a lead becomes a client, all notes populate on the client profile -> notes tab. You can add to the notes anytime and they will auto-save. Notes can only be seen by you and your team members, they are not visible to leads or clients.
Making updates to your RPC lead form
One of the great things about the RPC lead form is that once the code is embedded on your website, all future changes can be done from your RPC account - with no updates to the code on your site.
When making updates to the form in your RPC account, just be sure to click "Save." Any edits to the fields, placement, or style will reflect on your website in moments. Just take a quick peak at your website in a new browser to make sure all of the changes appear and that the form sizing and layout look good.