Creating Pebble Lead Forms
You can use REI Pebble to generate forms and embed them on your website - whether it is hosted on the REI Conversion website or elsewhere, as long as it allows for the embedding of HTML code.
If you have an REI Conversion website (under Business or Managed plan), make sure to log in to your WP Admin and activate the REI Pebble CRM plugin (or the shortcode will not work).
Watch this example video on how to generate and create a form with REI Pebble and embed it on a website (in this case REI Landleads):
Follow this step-by-step tutorial to learn how to generate forms and install them on your website!
To generate the form, log into your account and open your Sellers board. Then, click on the three dots menu in the upper right corner and click the "Intake Automations" button. A new page will open up.
Click the "Add New" button in the upper right corner to create a new form for your website.
You can change the name of your form by clicking the edit bottom on the top.
Click on the "Add New Field" button to add a field to your form. You can add as many fields as you need.
For each field you get to enter the "Label" of the field, that is, the text that will appear on the form. Also, you get to choose between four different types of fields:
- Single-line text – allows the user to enter the short text that fits in a single line
- Multi-line text – allows the user to enter the longer text that fits in multiple lines
- Dropdown – allows the user to choose one from multiple options
- Yes/No – allows the user to choose between "Yes" and "No"
Once you're done with editing the form, click the "Create Embed Code" button in the upper right corner.
Once you do so, a small new pop-up window will appear, allowing you to create a snippet you can install on your website. Here, you get to choose the website where you'll form will be installed, the layout of the form, and the skin of the form. Once you choose all the options, click on the "Copy Snippet" button.
Here we chose "REI Conversion Website" snippet. Keep in mind that using the REI conversion Website snippet (shortcode) method requires that you have the REI Pebble - Land CRM Plugin installed on your REI Landleads website. Additionally, the plugin is deactivated by default, so you'll need to activate that plugin in order for the shortcode to work.
Head to the backend of your website by logging into your WordPress account. Then click "Pages" and choose "All Pages."
A new page will open up. Find your home page and click "Edit with Elementor."
Once your home page opens up, the first thing you need to do is to hide your existing form. To do so, click on the "Navigator" icon at the bottom of the page.
This will open up a navigator menu on your screen. Use it to find the existing form on your website, so you could remove it and replace it with your new form.
Once you find the form, click on it. A new menu will open up on the left side. Find the option called "Responsive" and choose to hide the form for all devices.
Now, you need to add the new form to your home page. Use the search bar on the left side to find a widget called "Shortcode." Click on it and drag it to the spot where you'd like your form to be. Then, use the Navigator on the right side to move the "Shortcode" under the "Icon." This can also be done just by clicking on the button and dragging it down.
Once you place the widget on your home page, it's time to add the code. Head back to the REI Conversion website and copy the shortcode simply by clicking the "Copy Snippet" button.
Then, paste the shortcode in the box on the left side of your screen.
Keep in mind that there are two forms on your home page - one at the top and the other at the bottom of the page. Repeat the previous steps to replace the form on the bottom of your home page as well. Then, click on the "Update" button to save changes to your website.
Note: In addition to generating the snippet for an REI Landleads website, you can also generate a snippet for any Custom Website. Using the snippet works similar to the shortcode, but you'll need to paste the code snippet where HTML is allowed.
Here's how to generate a snippet for a custom website.
And, that's it. Now, let's check out what happens when a seller fills out the form on your website.
First, the seller will need to enter their contact information.
Once they do so, they'll be presented with an option to enter a mailer Code. This step can be skipped.
If your seller does have a mailer code, they'll be presented with the information about the property, as well as an image of the property (if Pebble has the latitude and longitude information). Once the seller reviews the property, they can proceed to the next step by clicking "Yes."
Then, the form you created will be displayed.
When the form is filled out, the seller will appear on your Seller board. If you click on the seller, you can find the form response on the seller detail page.
If you click the three dot menu, you can edit the information the seller provided in the form. For example, this can be useful if you contact the seller and you want to add more info to their form.
If you'd like to add a new seller manually, you can also add their responses to the form. Go to your Seller board and click on the "Add Seller" button.
Then, scroll down to your form and fill out all the information.