Add Forms to Your Existing Website - LEGACY

To add Contact Us and Estimate Request forms to an external website, do the following:

1. Go to Marketing > Websites.

  • Initially, all accounts will have an External Website domain listed -www.yoursamplecompany.com.  If this exists, select this domain.
  • If the External Website domain is already listed, select that domain.
  • If no External Website domain is listed, or you need an additional one, click on Add External Site. Then select www.yoursamplecompany.com.


 2. Specify Domain and Notification Settings

  • Click Edit under the Settings Section

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  • Enter the domain name of the website (e.g. www.mydomain.com).
  • Enter the company name.
  • Enter the email addresses where the Contact Us and Estimate Requests should be sent.  Notification will also be listed on their Service Autopilot Home page.
  • For the Contact Thank You Page and the Estimate Thank You Page, enter the web address of the specific web page to be displayed after the form have been completed and submitted. (e.g.  http://www.mydomain.com/thank-you-page.html)
  • Save the Settings

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3. Specify Estimate Settings

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  • Press Edit under the Estimate Settings Section.
  • Select the fields to be displayed:

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  • Fill out Group Headings and include services for the Estimate form:

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  • Save the Settings.


 4. Go into Estimates Settings again 

  •  Press Edit under the Estimate Settings Section.


 5. To get Contact Form for website

  • Press the Get Contact Form button
  • Select the "Source" button pictured below, select all code that appears in the window and paste this code into the appropriate webpage of the external site.

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  • Make sure when you paste the code, you are in Html mode on the external site's editor.
  • Close the code window.


 6. Get Estimate Form for website

  • Press the Get Estimate Form button
  • Select the "Source" button pictured below, select all code that appears in the window and paste this code into the appropriate webpage of the external site.

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  • Make sure when you paste the code, you are in Html mode on the external site's editor.
  • Close the code window.


If any changes are made to the Estimate Settings or the Notification Settings, you must generate new Html code and copy onto the external website.  Perform Steps 5 & 6.

Save

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