Related Questions:
How do I embed my enquiry form into a website?
How do I put my intake form onto my website?
What are the steps to set up an intake form in Event Temple?
How do I configure notifications for intake form submissions?
What are the best practices for using intake forms effectively?
Answer:
Intake forms in Event Temple streamline the lead collection process by capturing essential booking information. They are customizable tools that automatically create contacts and bookings, aligning perfectly with your workflow requirements.
Once an Intake Form has been customized, it can be embedded in a website or be shared elsewhere. This is usually done by the property web developer or IT person. These intake forms also streamline processes by automatically creating new contacts and bookings, simplifying lead management for the team.
Edit your Intake Form
Go to Settings
Click Tools
Click Intake Forms
Click the Pencil Icon for the form you would like to Embed
Click the Embed Tab
Embed an Intake Form
Change the height of the form under iframe height
Click 'Copy to Clipboard on the relevant option/s: Iframe, Pop up window, Link
iframe - this will embed the intake form directly onto a page of your website
Pop-up window - this will put a link on your website that opens a pop-up window
Link - this will put a link on your website that brings you to the form as a webpage
Paste the information into an email / Document for the web developer.
Optional: Share UTM Source Tracking - this collects & sends additional data for programs such as Google analytics.
Best Practices for Lead Management
Regular Review and Optimization: Frequently reassess the fields in your intake form to ensure they align with changing business goals.
Embed on High-Traffic Pages: Prioritize embedding intake forms on webpages that attract potential bookers.
Utilize Notifications: Ensure notifications are directed to the appropriate team members to respond promptly.
Automation: Configuring Emails and Acknowledging Limitations
To set up automated processes linked with intake forms:
Email Automation: After creating the intake form, navigate to settings to link desired actions like sending an email to leads upon form submission.
Addressing Form Duplication: Currently, Event Temple does not support direct copying of intake forms. To create a similar form, rebuild it manually by replicating the structure in a new form. Despite this limitation, creating forms manually allows better visibility and control over each intake form’s customization.
Managing Notifications and Auto-response Settings
When setting up your intake forms, you can configure:
Submission Notifications: Assign who gets notified when a new form is submitted.
Auto-response Pages: Create a page that automatically loads for bookers after they submit the form, confirming their entry and providing further steps if necessary.
