After embedding a new lead intake form on your website, you can retrieve the code again to share it elsewhere. You can also sever the link to the lead intake form if you no longer wish to collect more responses on it.
1. Either:
- select the gear icon from the top-right corner of the triConvey Desktop App; or
- select the gear icon from the bottom-left corner of the triConvey Companion Site web app and select Firm Settings.
2. Select Intake Forms from the left panel.
3. Under the Web Enquiry tab, select the three vertical dots icon next to the relevant lead intake form.
4. Choose one of the following actions:
- Delete Link - this takes the form off public view and users will no longer be able to access the form. You will have to select New Link to re-establish the form.
- Copy "Link" - copy the direct URL to the form. This is ideal if you wish to share the form via your signature or on social media.
- Copy "Embedded" - copy the HTML code of the form to embed it on another website or webpage.
- Copy "Contact Us" - copy the HTML code of a Contact Us button that links to the form to embed it on another website or webpage.
The difference between the "Embedded" and "Contact Us" options are illustrated below:
Embedded | Your website designer can change how this button looks |
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