Introduction

The feature is to have the branch-wise form link by which the leads can fill up their details in the form and submit them. For a branch, only one form can be created. The field can be set from the form settings.

How to do Lead form Settings?

Step 1

1. Go to the Leads from the left side menu of the Flavor System.
2. Click on settings from the Lead listing/Kanban view page.

Step 2

1. By clicking on the settings, a small popup will appear.
2. Click on Form Settings.

Step 3

1. Go to Lead Form Settings

   From the sidebar, click on Settings > Lead Form Settings.

2. Select Branch

   On the top right, use the Branch Configuration dropdown to choose the branch you want to configure (e.g., Bukit Timah).

3. Configure Input Fields

   Under Input Field, toggle ON/OFF the fields you want to show on the form.

Fill Form Settings

This section allows you to customize the appearance and messaging of your lead form.

Form Title

• Enter a clear and specific title for the form.
  
  Example: Bukit Branch Lead Form

• This helps you identify the form later in the system, especially if you manage forms for multiple branches.

Form Description

• Use this section to provide instructions or context to the person filling out the form.
  
  You can include:

Example:

• **Welcome to Flavor Learning Center!**
  *We’re excited to hear from you.*
• 📞 Call or WhatsApp us at **(+65) 9644 7138**
  📧 Or email us at *info@yourcenter.com*
• **Follow us:**
  Instagram: @YourCenter
  Facebook: fb.com/YourCenter

🔍 How to Apply These:

• Select text → click B to bold
• Select text → click I to italicize
• Use the center alignment for titles or banners
• Use bullet points for clean, simple info

💡 Best Practices:

• Keep it short (2–4 lines)
• Always mention how users can follow up (call, email, social)
• Use bold to make contacts stand out
• Avoid large blocks of text—use spacing and line breaks

Custom Success Message after submission

• This message appears after the form is submitted.

• Use it to reassure the lead their submission was successful and what to expect next.

Example:

Thanks for reaching out! We'll contact you soon. Stay connected with us on Instagram & Facebook for updates. 

Form Header Image (Optional)

• Add a header image or banner to visually represent your brand or branch.

• Drag and drop or click to upload an image (e.g., logo, center photo, etc.).

Save the Form

• Once everything is set, click the Save button at the bottom right.

How to access the Lead Form Link?

1. Go to the Organization from the left side menu of the Flavor System.
2. Click on the Branch Tab.
3. Click on the inline action button against the respective branch for which the form setting has been done.
4. From the mini popup, click on the  Lead Form Link.
5. It will open the Lead Form in a new tab that can be copied and used further. 
6. Once any lead is submitted through the form, it is listed on the Lead listing page.

Note: The Lead Form Link will remain in disabled state unless setting is done from the Lead Form Setting page. 

How to Embed Flavor CRM Lead Form on WordPress

✅ Step 1: Add New Page

• Go to your WordPress Dashboard.
• Navigate to Pages → click Add New.

✅ Step 2: Search for HTML Block

• Once on the new page editor, click the “+” button to add a new block.
• In the search bar, type “HTML” and select HTML.
  
  

✅ Step 3: Paste Form Code or Link

• In the HTML block area, paste your Flavor CRM form link or embed code.
• You can right-click and select Paste, or use Ctrl + V.

✅ Step 4: Publish Page

• Go to Organization → Branch tab → click the three dots next to the desired branch → select Lead Form Link from the popup.
• After pasting, click Publish to make the form live on your website.
• You can preview it before publishing to ensure it looks fine.

  
  

Form View