Editing Forms and Settings
REI Houseleads comes with a built-in multi-step form to help you capture your leads.
Form one is located on the home page and asks potential leads to fill out very basic contact information and the area they wish to purchase land.
Form two is much more complex and requests more information from your lead.
The forms are powered by the plugin, Ninja Forms. If you need more information on how to use Ninja Forms you can check out this section of the documentation.
Editing Form One
Because the initial form is pretty basic, it is very easy to make any changes you may require.
To edit the form, head to your WordPress Dashboard and go to Ninja Forms > Dashboard.
Click on Get Cash Offer.
This will redirect you to the Ninja Forms website where you can completely customize your form.
To edit a specific element, hover over it and click on the cog in the right corner of that element's box.
Label – This is the name of the box
Required Field – If you want to make an answer mandatory, use this to toggle the requirement on or off.
Placeholder – This is the text that is inside the box until someone types into it, usually it explains what kind of details the lead needs to put in.
Once you’ve made your edits, click on Done to save.
Emails and Actions
At the top of your Ninja Forms page, you will see an option to edit emails and actions.
This section controls the workflow of the form you’re filling out and you can toggle each section on and off depending on whether or not you require it.
To edit any of the stages, click on the cog of the corresponding section.
Success Message – This section is confirmation to your lead that you received their information. The team at REI Houseleads have already created a success message but to change it simply edit the text inside the box then click Done.
Admin Email – This is where you control which email address receives the notification informing you of a new lead. By default, it is set to your WordPress admin email. If you want to use a different address, then put it in the To box.
Subject – This is the subject of the email you’ll receive.
The text box beneath shows the content of the email you’ll receive. This doesn’t really need to be changed as it is only you that will be seeing it and there’s shortcode in there to automatically populate the leads data.
Store Submission – This needs to be toggled on so all the data collected from your leads are stored.
Redirect – This is used to redirect a lead once they’ve submitted the form. Because this is the first form the URL to form two has been put in. There’s no need to edit this URL, just ensure the redirect is toggled on.
Once you’re happy with everything, click on Done to save any changes.
Editing Form Two
To edit the second form go back to your WordPress Dashboard and head to Ninja Forms > Dashboard.
Click on Get Cash Offer (Step 2).
Form two has a lot more questions for the buyer but you still edit them the same way; by clicking on the cogs.
Note that the answers that were provided on form one will also automatically populate to this new form thanks to shortcodes as you can see below:
Scroll through the form and if there are any questions you wish to delete hover over them and click on the trash can that will appear next to the cog.
Once you are done making your edits, click on Done to save.
The emails and actions section of form 2 is the same as in part one, except you will no longer see a redirect button at the end of the sequence as once this form is filled out there is no further information required from the lead.