A Request Page gives customers the ability to put the details of what they need done in their own words and delivers it to your inbox. You can offer the ability to collect very specific details to help you build quotes or it can be a minimal contact form used to start the conversation.
- Go to Settings in the left sidebar (desktop) or hamburger menu (mobile).
- Click the Request Page/Contact Form tile.
- When set to On, your unique payment page URL will appear. Turning the page on and off does not change the URL. However, customers will not be able to access the page if it is Off in Settings.
- Use the Copy icon to quickly grab the entire link and paste it wherever you will be using it or use the Copy Embed Code button and paste into HTML block for code editor to embed scripts for a slide out form.
- Enter the title that will appear at the top of the page.
- Select whether you want to require, request, or omit a project address. This will depend on whether it is needed to provide estimates and build projects.
- Use our default wording in messaging on screen and by email to confirm receipt of the request or create your own.
- Go to Show Selectable Products / Services and begin building your items.
- Click Save