Adding A Web Lead Form To Your Website

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Collecting Leads On Your Website

Adding a Web Lead form to your website is vital for your online credit repair business. This form will allow your site visitors to send you their contact information. Then, you will be notified of every new lead on your Credit Repair Cloud system. In this article, we’ll show you how to customize and add a Web Lead form to your site.

 

Table of contents:

 

To start, make sure you have the following:

 

 

Access the Form Generator

  1. Log in to your Credit Repair Cloud account

  2. Once you are logged in, go to https://app.creditrepaircloud.com/mycompany/website_tools 

  3. Ensure you are in the Web Lead Form tab

    Web Lead Form tab

    This is where you will be able to customize and configure your web lead form before adding it to your website.

 

Customize your Web Lead Form

  Note

The sole purpose of a Web Lead Form is to collect leads from your website (s) for you or your sales team to follow up. It’s always best to keep inquiry forms simple. As a result, more people will fill out the form and you will collect more leads. You/your sales team can collect the additional details for a client profile if the lead chooses to become an active client.

 

  1. Select either English or Spanish as the language for the form

    Form language selection

  2. Select Learn more/Signup toggle (recommended) or Signup only

    We recommend choosing the first option since your visitor will be able to inform you either if they are interested in learning more about your service, or if they are ready to sign up for your service.

    Form type selection

    Example of Learn more/Signup toggle form:

    Example of toggle form


    Example of Signup only form:

    Example of signup only form

  3. (Optional) Manually set the height and width of the form

    The forms will come with a default height and width but you can adjust this manually if needed.

    Height and width options

  4. Select White or Transparent background for the form

    Form background options

      Important Note

    Below the background setting, you will see the Chargebee payment plan option. As of late 2020, Chargebee changed their business model to Enterprise which resulted in severely spiked fees and they began rejecting CRC users. We no longer recommend Chargebee and it won’t work if you are a new user. As an alternative, we suggest Billsby as your super simple and more affordable option.

  5. Enter a Webform custom title 

    This is the heading of your form.

    Webform title field

  6. Once you are happy with the settings click on Save Changes

    Save changes button

  7. Click on Preview to get a glimpse of your form

    Preview button

    You can close out of Preview by clicking on the ‘x’ to the top right.

    Close icon

    If you make any adjustments to the settings, make sure to click on Save Changes every time so the preview and code are updated.

  8. Finally, click on Copy 

    Copy button

 

Adding your Web Lead Form to your Website

If you use our web hosting and site builder tools, you can replace the existing default form on the "Signup Now!" page, or drag the 'Embed Code' element into any other web page (see the step-by-step below).

  1. Access your Site Builder

    For instructions to access MyCreditRepairSite Site Builder click here.

  2. Once you are in, click on Pages at the top

    Pages button

  3. Click on Signup Now! from the options in the left menu

    Signup now page

    You will notice your site already comes with a default lead form that you can edit.

  4. Click anywhere within the form element

    Form element

  5. Click on Edit Custom HTML

    Edit Custom HTML button

  6. Press Command + V (Mac) or CTRL + V (Win) to insert the code of your custom form

    Example of web form code

  7. Click out of the text box and you will see your form has been updated

 

Using the Embed Code element

If you want to add a web lead form on different pages on your website, you can follow this process.

  1. Access your Site Builder

    For instructions to access MyCreditRepairSite Site Builder click here.

  2. Once you are in, click on Pages at the top

    Pages button

  3. Click on any page from the menu on the left where you want to add your form


  4. Click on Build at the top

    Build button

  5. Locate the Embed Code element in the left menu and drag and drop it into your page

    Embed code element

  6. Follow Steps 4-7 in the process above

 

How can I use this if I already own a site outside of MyCreditRepairSite?

If you have your own website and don't use our web hosting/site building tools, simply copy the code from the form generator and insert it in your website using a Custom HTML (or similar) element or send the code to your IT person or web designer for them to work with it.

  Note

If you don’t know how to add the custom code to your existing site, look for instructions on ‘Add Custom HTML code’ in your provider’s help center.

 

Video Overview

 

What you can do now:

 

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