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Forms and listings

Capture leads with forms, embed them on your site, run open houses, and manage listings.
Valentine Ohalebo
By Valentine Ohalebo •
10 articles

How to create a lead capture form in FlowForce

Go to Forms, click New form, name the form, pick a template, and follow the three steps. Each person who submits the form becomes a lead in FlowForce. You can share the form as a link, a kiosk page or an embed code. The Forms page with the New form button Step 1: Basics 1. Click Forms in the sidebar. In real estate workspaces, click Open Houses. 2. Click New form. 3. Type a name where it says Name this form. The name only labels the form in your records. Visitors do not see it. 4. Choose a Template: Template Use it for Contact us Website footer and contact page Demo request Sales landing pages and book a demo Event / webinar sign-in Trade show booths and webinar registration Newsletter signup Email list growth and updates Open house sign-in Open house tablet and yard sign QR Buyer intake Buyer campaigns and intake links Listing inquiry Property pages and IDX embeds Seller consultation Listing appointment requests Candidate application Careers page and recruiting events Click 5 more templates to see the full list. 5. Click Next. Naming the form and choosing a template Step 2: Follow-up Pick the sequence that follows up with everyone who submits the form. Without one, FlowForce sends no automatic follow-up. Choose a sequence from the Sequence menu, or click Skip and add one later. See How to send an automatic follow-up after a form submission. The Follow-up step with the Sequence menu Step 3: Preview and edit fields You see the form as a visitor will. Switch between Link and Kiosk at the top right of the preview. Tick Required on any field you must have, and click More fields to add optional questions. FlowForce keeps the form short by default. Click Create form when you are happy. The preview step with the fields and the Create form button Real estate workspaces have one extra step, Background, before the preview. What happens next Your form is live. Open it from the Forms list to get its link, kiosk page and embed code. See How to share and embed a lead capture form in FlowForce. If it did not work Next is greyed out. Give the form a name and pick a template. I do not see the template I want. Click 5 more templates. The recommended templates change with your industry. People submit but I get no lead. Open the form and check that its status is Active. See How to edit form fields and turn a form off in FlowForce. Related articles - How to share and embed a lead capture form in FlowForce - How to track form submissions and results in FlowForce

Last updated on Nov 08, 2026

How to share and embed a lead capture form in FlowForce

Open the form from Forms, click Copy, and choose Link, Kiosk or Embed code. Paste the link in an email or message, show the kiosk page on a tablet, or paste the embed code into your website. The Copy menu on a form with Link, Kiosk and Embed code Steps 1. Go to Forms and click the form's name. In real estate workspaces, use Open Houses. 2. Click Copy at the top right of the form page. 3. Choose what you need: - Link copies the public address of the form. Use it in emails, text messages and social posts. - Kiosk copies a page made for a tablet, so people can sign in at an event or open house. - Embed code copies code you paste into your website so the form shows on your page. 4. Paste what you copied where you need it. The form has to be active for people to submit it. See How to edit form fields and turn a form off in FlowForce. Add the form to your website 1. Choose Embed code and copy it. 2. Open the page on your website where the form should appear. 3. Paste the code into the page, using an HTML or custom code block. 4. Save and publish the page, then open it and submit a test entry. Check the test in the form's submissions list to confirm it arrived. Check the form before you share it In the create form step and on the form page, you can see the form as a visitor does. Test the link yourself first. If it did not work The form does not show on my website. Check that you pasted the whole embed code, and that your website builder allows custom code. People say the link does not work. Open the form and check that its status is Active. I moved the form to trash. The link and embed stop working until you restore it. See How to edit form fields and turn a form off in FlowForce. Related articles - How to create a lead capture form in FlowForce - How to track form submissions and results in FlowForce

Last updated on Nov 08, 2026

How to send an automatic follow-up after a form submission

Open your form and click Attach sequence. Choose the sequence you want, and FlowForce runs it for everyone who submits the form from then on. Without a sequence attached, no automatic follow-up is sent. Attach a sequence to a form 1. Go to Forms and open the form. 2. Look for the notice that says No sequence attached. Click Attach sequence. 3. Choose the sequence. You can also choose a sequence while you build the form, on the Follow-up step. See How to create a lead capture form in FlowForce. A form page with the No sequence attached notice and the Attach sequence button See what happens on submission The On submission row on the form page shows three things: - Sequence, the one that starts for each new lead - Listing, the property the form is tied to, if any - Assigned, the teammate who owns each new lead The Performance box shows Sequence enrolled, the number of leads put on the sequence. Before you attach one A sequence sends from your connected email and phone, so connect those first. See How to connect your email and calendar to FlowForce. If you have not built a sequence yet, start with How to create your first sequence in FlowForce. If it did not work Leads came in but the sequence did not start. Check that the On submission row names a sequence. The Sequence enrolled count should go up with each new lead. Sequence enrolled is 0. No sequence is attached yet, or no one has submitted since you attached it. The wrong person owns the new leads. Change Assigned on the form. Related articles - How to create your first sequence in FlowForce - How to track form submissions and results in FlowForce

Last updated on Nov 08, 2026

How to track form submissions and results in FlowForce

The Forms page shows every form with its submissions for the last 7 days and in total. Open a form to see who submitted it, when, and whether they agreed to be contacted. The Forms list Each row shows: - Name of the form - Template it was built from - Status, Active or not - 7D, the submissions in the last 7 days - Total, all submissions - Assignee, who owns the leads that come in Above the list, Submissions this week and Active show counts. Use All templates and All statuses to narrow the list. The Forms list with 7 day and total submissions Open a form Click a form to open a quick preview with its 7 day and total counts and the leads it created. Click Open full record for the whole page. The Performance box has three numbers: - Submissions, with the share of those people you have contacted - Unique leads, with the share that became a deal - Sequence enrolled, how many went on a follow-up sequence Read the submissions table Below the summary, each row is one submission: - Contact, a link to the lead - Submitted, the date and time - Type, such as New - Consent, whether the person agreed to be contacted Search by name or email, and use All dates to narrow the list. A form page with the performance numbers and the submissions list If it did not work The counts look low. Check the date filter, and check that the form is Active. A submission is missing. Search the submissions table for the person's email, and clear the All dates filter. Contacted shows 0%. No one has followed up yet. Attach a sequence to start follow-ups automatically. See How to send an automatic follow-up after a form submission. Related articles - How to create a lead capture form in FlowForce - How to open and work a lead in FlowForce

Last updated on Nov 08, 2026

How to edit form fields and turn a form off in FlowForce

Open the form and click Settings. You can turn the form on or off, choose its fields, add a background image, and move it to trash. The Form settings window Turn a form on or off Under Status, switch Form status between Active and Inactive. Inactive forms stop accepting new public submissions. Your existing submissions stay. Change the fields Under Fields, choose which questions to ask: - Tick Required next to a field to make it mandatory. Some fields, such as first name and email, are always required. - Click the pencil to rename a field, and the bin to remove one. - Click More fields to add another question. For example, an open house form can ask "Working with an agent?" and "Agent name". Add a background Upload a Background image. FlowForce recommends 1920 by 1080 pixels, in PNG, JPEG or WebP. Form action redirects This option is only for classic HTML form posts. Most forms do not need it, so leave it empty unless a developer asks for it. Move a form to trash Under Danger zone, click Move to trash. The form's link and embed stop working. Its submissions come back if you restore the form, and the leads stay in your workspace either way. If the form is tied to a listing, you can create a new one later. If it did not work The form still takes submissions after I turned it off. Reload the form page and check that Form status says Inactive. I cannot remove a field. Some fields, such as first name and email, cannot be removed. I trashed a form by mistake. Restore it from Trash. Related articles - How to create a lead capture form in FlowForce - How to share and embed a lead capture form in FlowForce

Last updated on Nov 08, 2026

How to run an open house sign-in with kiosk mode

Real estate workspaces have an Open Houses page. Create a form with the Open house sign-in template, open it, click Copy, and choose Kiosk to get a page made for a tablet. Visitors sign in, and each one becomes a contact. This is for real estate workspaces. Other industries do not see Open Houses or Listings. The Open Houses page with one open house sign-in form Set up the sign-in form 1. Click Open Houses in the sidebar, then New form. 2. Name the form, for example "Sunday open house". 3. Choose the Open house sign-in template. It is built for a tablet or a yard sign QR code. 4. Click Next and choose a follow-up sequence, or Skip. 5. On the Background step, add a photo if you want one. 6. Check the fields on the preview, then click Create form. Choosing the Open house sign-in template The open house form can ask "Working with an agent?" and "Agent name", so you know who else a visitor is talking to. Use it on the day 1. Open the form from Open Houses. 2. Click Copy, then Kiosk, and open the page on your tablet. 3. Leave the tablet by the door. The form page shows Open house is live while it is running. 4. If you leave the kiosk page, click Resume tablet mode on the form page to go back to it. After the open house Open the form to see who signed in, when, and whether they agreed to be contacted. See How to track form submissions and results in FlowForce. Attach a sequence so every visitor gets a follow-up. See How to send an automatic follow-up after a form submission. If it did not work I do not see Open Houses. Your workspace industry is not real estate. Ask an admin to check My Company. The tablet shows the wrong page. Use the Kiosk option in the Copy menu, not Link. Visitors are signing in but I see no contacts. Check that the form is Active. Related articles - How to create a lead capture form in FlowForce - How to manage your listings and capture inquiries in FlowForce

Last updated on Nov 08, 2026

How to add a listing in FlowForce

Open Listings, click Add, and choose Single listing. Enter the street address, fill in the listing details, and click Create listing. Only the address is required. Listings are for real estate workspaces. Other industries do not see them. Steps 1. Click Listings in the sidebar. 2. Click Add, then Single listing. 3. Under Location, start typing the Street address and pick the match. If it does not appear, click Enter address manually. You can also add an MLS ID. 4. Under Listing, add a Display name, such as "The Oaks corner unit". Choose the Intent and Property type, and enter the List price. 5. Under Property details, add Beds, Baths, Floors, Units, Year built and Interior sq ft if you know them. 6. Write a Public description. 7. Click Create listing. The New listing form Add photos Open the listing and click Add photos to open the gallery. Upload images and set the order they appear in. Adding many listings If you have a spreadsheet, import them all at once instead. See How to import listings from a CSV file in FlowForce. If it did not work I cannot find my address. Click Enter address manually and type it in. Create listing does not work. The street address is required. Fill it in. I do not see Listings. Your workspace industry is not real estate. Ask an admin to check My Company. Related articles - How to manage your listings and capture inquiries in FlowForce - How to import listings from a CSV file in FlowForce

Last updated on Nov 08, 2026

How to manage your listings and capture inquiries in FlowForce

The Listings page shows every property with its status, price, inquiries and pipeline. Click a listing for a preview, or open the full record to add photos, see inquiries, link contacts and book showings. Listings are for real estate workspaces. The Listings page with status, price, inquiries and pipeline columns The Listings page - All listings shows every property. Needs embed shows published listings that do not have an inquiry form set up yet. - AI Mode filters in plain English. All statuses filters by Published or Archived. - Columns chooses what the table shows: photo, property, status, price, inquiries and pipeline. Preview a listing Click a listing to open a preview. It shows the price, status, property type, beds and baths, and a Contact capture box with Submissions, Contacted and Meetings. Click Open full record for the whole page. The listing preview with contact capture numbers The full listing record - Photos. Click Add photos to open the gallery and set the order. The Photos and Link buttons at the top right open the gallery and the listing's link. - Property details. Location, intent, list price, name, MLS ID, type, beds, baths, floors, units, year built, square feet and description. You can edit them here. - Linked. Link a contact or a deal to the listing. - Showings. Request a showing to book an in person tour or a virtual walkthrough. A full listing record with property details and showings Capture inquiries for a listing Create a form with the Listing inquiry template, which is made for property pages and IDX embeds. Tie the form to a listing so inquiries show up under that property. See How to create a lead capture form in FlowForce. Archive, restore and remove At the bottom of an archived listing, click Restore to publish it again. To remove a listing, click Move to trash under Danger zone. You can restore it from Trash. If it did not work A listing is missing. Check the All statuses filter. Archived listings only show when you ask for them. Inquiries show 0. No one has submitted a form tied to that listing yet. I cannot book a showing. Open the listing and use Request a showing under Showings. Related articles - How to add a listing in FlowForce - How to run an open house sign-in with kiosk mode

Last updated on Nov 08, 2026

What do visitors see when they open your FlowForce form?

Visitors see a clean page with your form title, who is hosting it, a short form and a Sign In button. They do not see your FlowForce account. The page address is app.flowforce.app/f/ followed by the form's ID. A public open house form as a visitor sees it What is on the page - Title and picture. The form's title, such as Open house, and a photo or a "no photo" placeholder on the left. - Contact card. A name, a company and an email for the person behind the form. - Welcome. A greeting and "Please sign in". - Fields. The questions you chose, such as First name, Last name, Email and Phone. A star marks required ones. Open house forms can also ask "Working with an agent?". - Sign In. The button that submits the form. - Consent line. "By signing in you agree to our privacy policy and to be contacted." It links to the privacy policy. - Powered by FlowForce at the bottom. Why the consent line matters It records that the visitor agreed to be contacted. The submissions table on the form page has a Consent column. See How to track form submissions and results in FlowForce. Change what visitors see Open the form, click Settings, and change the fields and the background. See How to edit form fields and turn a form off in FlowForce. If it did not work The form does not work for visitors. Check that it is active and not in Trash. See Why is my FlowForce form not capturing leads?. I want a different photo. Upload a Background under the form's Settings. Related articles - How to create a lead capture form in FlowForce - How to share and embed a lead capture form in FlowForce

Last updated on Nov 09, 2026