January 21, 2021 - Rebecca Hey
We are excited to introduce a new feature that enables agencies to quickly and easily intake customer information using a ready to go intake questionnaire. This feature can be used for prospecting as well as for onboarding new customers. The idea is simple – instead of having to build an intake questionnaire form on your website, you can simply put a link to an intake questionnaire process that is available as part of your agency vista profile. You can fully customize and white label this process. Specifically, you can:
To customize your intake form please go to My Account > Settings:
Our intake questionnaire consists of 8 sections:
You can easily share the link to this white label intake questionnaire on your website or social media.
Even if you don’t end up creating a white label version of this form, it will also be available as part of your agency profile.
All submissions land in your agency profile and you can easily review and respond to them. You will also receive an email notification for every submission.
If you love the built it form that is part of your Agency Vista profile – there is nothing else you need to do. Your Agency profile now has a ‘Contact’ tab that hosts this intake questionnaire. If, however, you are looking to set up a white label intake questionnaire to use your on-site or social media, please follow these steps:
If you need any help with this setup, please don’t hesitate to reach out to our support team!
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