Using Basic Lead Capture [Classic]

Katherine Ramirez Updated by Katherine Ramirez

This article will show you how to Change your Lead Capture Settings.

The Importance of Capturing Leads  

We understand how important it is for agents and brokers to capture the contact information of prospective clients. That’s why our base site offerings include basic built-in lead capture functionality. There are more advanced lead capture options built into our essential and premium subscriptions, which you can learn about here.

Dashboard> Edit site

First, you will have to log in to your Placester account. Click the 3 dots next to the Upgrade your site button and this will open a slide-out panel where you can click edit site.

Site Settings > Lead Capture

This will bring you to your site setting page and to the lead capture options:

Lead Capture Settings allow you to decide how proactive your lead capture form will be. Your options will deend on your subscription. If you have an agent core or a stater subscription, you will have the Passively Capture Leads and the ​Aggressively Capture Leads. If you have agent pro, advanced plan, broker pro or office builder plan, you have all the options available to you.

Passively Capture Leads

Visitors who want to request more information can enter their contact details in a widget located in the right margin of each single property page. For example:

Aggressively Capture Leads

A lead capture form will appear when a visitor clicks on a property page, blocking them from viewing the listing details. Visitors must enter their contact information to move forward and view the property. On our Plymouth theme, for example, the form looks like this:

Once you’ve selected the version of lead capture you’d like to go with, click Save.

Actively Capture Leads

After viewing 5 property detail pages, visitors must submit a contact form or register on your site to view more.After viewing 5 property detail pages, visitors must submit a contact form or register on your site to view more.

Custom Capture Leads

You will have the ability to select a custom set of criteria to determine when visitors are asked to complete a registration form.

Email Forwarding

The emails you receive from lead capture forms will always go to the email address that's entered in your contact details under Site Settings > Site Info > Contact Details. Within lead capture settings, you can also add other email addresses that you would like to forward these emails to. This is a great way to get your leads into a third party CRM if you're using one. 

The emails should come from no-reply@placester.com. If you are finding that you're not receiving the emails, please make sure you check your spam folder and add this email address to your whitelist. 

 

 

Need More Help?

If you have additional questions about adjusting your lead capture settings, let our support team know at support@placester.com.

How did we do?

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