If you cannot upgrade your browser you can use the old version of JotForm. There are many good browsers on the market, we suggest You should upgrade your browser to a newer version. In order to provide better service and keep up with the new technologies we had to drop IE6 support. Sorry, we do not support Internet Explorer 6 anymore. = "progid:(src='" + this.origBg + "', sizingMethod='crop')", Going forward, all new leads entered via this form will now follow these rules! You can also use Advanced Lead Flow Rules to route based on tag, price, and other ?this.pngSet=true:(this.nodeName = "IMG" & ().indexOf('.png')>-1?( = "none", Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.Ĥ. In Follow Up Boss, you will now see a new source under Admin > Lead Flow.ģ. When finished, click Submit to send the lead to Follow Up Boss.Ģ. Use the Direct Link of Your Form to enter a Sample Entry using lead information not already in Follow Up Boss. Jotform offers direct copy/paste code, or direct integrations with providers like WordPress, Facebook, Squarespace, and Wix.ġ. Note: You can access your form using the provided direct link (great for internal usage), or embed the form into your website using the options provided. Next, select Publish and choose how to share your form. If you need to locate your Follow Up Boss Lead Email Address, please follow the steps in this guide: Follow Up Boss Lead Email Address.ġ4. Paste your Follow Up Boss Lead Email Address in the Recipient Emails field. To select a Form Field, click on the + Form Fields button in the upper right corner of the Email Content text box.ġ2. Match Information to each row in the email using Jotform's Form Fields. Paste the Email Parser Format into the email content text box.ġ0. In the Email Content text box, delete all email content.ĩ. Copy the blank version of your preferred Email Parser Format (Short, Full, or Advanced) from this document: Follow Up Boss Email ParserĨ. Hover over Notification 1 and then click on the Pencil Icon to edit.ħ. On the next page, click "DELETE" to confirm.Ħ. Hover over Autoresponder 1 and then click on the Trashcan Icon to delete the autoresponder. Click on Settings and then select Emails from the menu on the left.ĥ. Select your form from the list and then click on Edit Form.Ĥ. From IT service requests to web design progress reports, web design templates are a great way to get important information. Integrating Your Form with Follow Up Bossģ. The solution is to replace the widget field with a simple drop-down, or select Yes for the "Disable multiple selection" option in the Widget Settings (which will effectively turn it into a drop-down). Only the first piece of data selected will be parsed into FUB. Not all of these widgets are compatible with FUB's email parsing format.įor example, the multiple selections widget, which creates a field in the form that allows the user to select multiple answers for one question, will not parse properly into FUB. Note: In Jotform, it's possible to add a variety of widgets to your form in addition to standard form fields. The minimum requirement is an email address or phone number field. The form can be as simple or in-depth as you like. We recommend that you start from a blank form by selecting Start From Scratch and then click Classic Form. Log in to Jotform and access the My Forms tab.ģ. Quick forms that can be used as simple landing pages.ġ. Phone leads, people you meet in person or at events, etc.) Distributing manually entered leads to agents via Round Robin or First to Claim.Embedding forms on your website and having those entries flow into Follow Up Boss.Jotform is a platform for creating custom webforms.
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