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How to Generate WebForm Link

UPDATED October 27, 2024 | 2 MIN READ

Written by

Sharad Mehta

How to Generate WebForm Link

After signing in, go to the left sidebar menu.

Click General → WebForms.

contact information section with six fields for contact details to be added

A blank Web Form will open.

Manage the Web Form. All questions that need/ want to be sent to the customer must be set to VISIBLE (default settings: HIDDEN).

Note: “Selected question is visible” notice will be displayed at the upper right corner of the window.

motivation section with questions about a house and the details being visible.

To customize the questions:

a. Go to the right sidebar menu. Click Custom Questions under CUSTOMIZATION. Go to the Leads section.

side menu with a red circle around the custom questions and a red arrow point to the leads tab in the custom form builder section

b. Select from the questions to customize. Click the edit (✐) icon on the selected question. A new window will open. Customize the question. Click Update Questions.

motivation section with a red circle around the pencil icon button that opens to an update customer question section that details can be added to

Once the WebForm is ready (setting the necessary question to VISIBLE), click Copy Clipboard, a notification will pop up stating Link Copied to Clipboard. The link can then be sent to the customer outside REsimpli.

See the image below of how the questions will reach customers.