Managing Leads and Form Submissions from Sites
Customers and prospects may fill out a "contact request" form on your site. This information is gathered and can easily be found within the Form Submission tab.
Within this tab, the following information can be viewed:
- Date: The date the contact form was filled out.
- Name: The name of the contact who filled out the form.
- Message: The text entered in the message section of the contact form.
- Phone: The phone number entered on the contact form.
- E-Mail: The email address entered on the contact form.
If you click on the message portion of this form, it will expand and show you more than just the abbreviated message.
The fields required for the contact area within a Hearsay Site may be different for each organization. Please contact your administrator if you have questions.
NOTE: This article contains visual media. If you are viewing this article via our Web Widget, please click the button at the top-right corner, to the right of this Help Center article's title, to view this content.
Pro Tip: If you are also utilizing Hearsay Relate for texting/phone calls, your form submission may present an option for your viewers to checkmark and agree to be contacted by phone call or text message. If checked, this will allow you to bypass the opt-in attestation text message required and be able to text your customer using your own customer language, instantly. In addition, your Relate account will text your customer instantly, letting them know that they may opt-out of the service at any time.