Introduction

There are four powerful custom forms designed to enhance your unit sales process. 

Get a Quote / Value Your Trade Form

• Purpose: These forms appear as two options on your website's front end: "Get a Quote" and "Value Your Trade." Despite being similar, they cater to different customer behaviors. Both forms aim to collect information from potential customers.
• Features:
  • Automatically pull in unit information.
  • Options to make the form inactive, removing the buttons from the front end.
  • Notification email setup for internal alerts.
  • Round-robin functionality for sales staff.
  • Lead status and value assignment. 

Smart Pop Technology

• Purpose: Recognizes customer IP addresses to display a pop-up for collecting information from new visitors.
• Features:
  • Increases conversions by approximately 20%.
  • Limits the number of pop-ups shown per session to avoid customer frustration.
  • Options to turn off or customize the functionality.

Payment Calculator Form

• Purpose: Allows customers to estimate payments for units.

• Features:
  • Integrates with unit inventory details.
  • Controlled under the promotions tab in the unit inventory section.

Get Out The Door Price

• Purpose: Allows customers to get pricing for a specific unit.

• Features:
  • Integrates with unit inventory details.
  • Works in conjunction with the exit pop-up form

Exit Pop-Up Form

• Purpose: Captures customer information when they attempt to leave the website.
• Features:
  • Triggers based on mouse movement towards the browser's close button.
  • Works in conjunction with the get out the door price pop-up.

Editable Unit Sales Forms

In addition to the custom forms, you have complete control over the following forms:

• Service Request Form
• Contact Us Form
• Credit Application Form

Conclusion

Using the unit sales forms section of your admin panel effectively can significantly enhance your lead generation and customer management processes. Customize the forms to fit your specific needs, utilize the smart pop-up technology, and ensure that your team is promptly notified of new leads. By leveraging these tools, you can optimize your website's performance and improve customer engagement.