Put your inquiry form on your website
Your inquiry form is how families reach you. Once it's on your site, every submission lands in your pipeline and gets an automatic reply.
- 1
Open your form
In the menu, go to Forms & Docs, then Forms. Open the folder called Prebuilt Forms and click Request Info Packet. You can use General Inquiry instead if you'd like a simpler contact form.
- 2
Copy the embed code
Click Integrate in the top right corner. Choose the embed option and click Copy. That's the code your website needs.
- 3
Paste it on your website
On WordPress, add a Custom HTML block where you want the form and paste the code. On Squarespace, use a Code block. On Wix, use Embed, then Embed HTML. If someone else manages your site, send them the code with a note about which page it goes on.
- 4
Or let us do it
If you don't have access to your website, give Banner 61 access and we'll add the form for you.
Fill out the form on your website with your own name and email. Within a minute you should see yourself in CRM, Opportunities, under New Inquiry, and the first email should be in your inbox. Delete the test contact when you're done.