Call Answering Service Forms for Leads

If you are using a call answering service, Pebble can create a form for your call answering service agents to submit leads directly to Pebble. Let this article help you.

To create a lead form, log into your Pebble account and select an inbox you want the form to be connected to. Then, go to Settings. Once there, click on Add Lead Form on one of the existing inboxes. The form submission will direct the lead's information into the corresponding Inbox you have selected to create the form under.

Editing Forms

Navigate to the inbox where you want to edit a lead form. Click Settings in the upper-right section.

Scroll down to the lead forms and select the lead form you wish to edit. Click the name of the form to select the one you want to edit. The Inbox Lead Form window will open.

By default, the form will ask for the lead's Name, Phone, Email, and Mailer Code. You can select if you want them to be displayed or not by using the dropdown menu.

Note that one of the Contact Information fields is the Opt-in Language. This is a kind of message that you can use to inform people about what they're agreeing to once they fill in the form. You can also edit the text of this message by clicking the Edit button.

If you want to personalize it further, scroll down to the Input Fields section and click the + Add New Field button to add a new lead qualifying question.

By doing this, you can create more lead-qualifying questions. Qualifying questions can be answered in the form can take on the form of: 

• Single-line text: answer in a single line of text.  
• Dropdown: answer by selecting from a pre-defined list of dropdown items. 
• Multi-line Text: answer in a paragraph of text. 
• Yes/No: answer Yes or No.

Another possibility is clicking the Edit button to edit or delete an existing field.

Once the form is created you can share it with your call answering service.

Auto-Reply options

You can also set up auto-reply messages for the people that contact you using the form. They're available for text messages and emails and both of the texts are editable, you just need to click the Edit button to change them.

For text messages, you'll need to select the phone number you'll send this message from, by using the dropdown menu.

Both messages are optional, so if you want to use them, just toggle them on or off.

Sharing the Form

If you want to share the form, go back to the settings page in your Inbox, find the appropriate form and click the Public Link button next to it. You'll be taken to a webpage in which your potential call answering service can fill in the seller lead's information. This form will generate leads in the corresponding inbox. 

To share the link, copy-paste the URL and share it with your call answering service.