Front Desk Activation and Web Forms

Front Desk is a great tool to capture data, here is link to the Overview of Front Desk and all the features. You will need to activate Front Desk first. Then Front Desk Webforms lets you easily capture leads from your website. All you have to do is to embed a simple html form. You can apply your own styling, custom HTML markup and customize the form fields. You can capture Contacts, Requests, Listings and Favorites. To use Propertybase Webforms you have to enable Front Desk in the Propertybase Control Center:

Once activated you’ll see your form snippet ready to use on your website (this is unique to your Propertybase Org):

The simplest version of the form only contains the contact's first and last name. You’re free to add one or more Contact, Listing or Request fields. Examples:

Add a (custom) contact or listing field:

Place this between the <form> and </form> tags:

My Custom Contact Field:

<br />

<input type="text" name="contact[MyCustomApiFieldName__c]" />

My Custom Request Field:

<br />

<input type="text" name="request[MyCustomApiFieldName__c]" />

Listing Creation 

With the following snippet example a brand new listing record can be created from the web form. This can be useful if, for example, you have a form for referral agents and they are providing you a new listing. 

My Listing Field:<br />

<input type="text" name="listing[pba__ListingStreet__c]" />

By providing the name of the custom contact lookup field, shown in the example below, you can connect your newly created Listing with a Contact.

<input type="hidden" name="property_owner_contact_field" value="PropertyOwnerContact__c" />

Associate the contact with existing listings

If you provide one or more listing references within your form, those will be linked to the created contact:

<input type="hidden" name="favorite_unique_ids[]" value="LISTING_ID_1" />

<input type="hidden" name="favorite_unique_ids[]" value="LISTING_ID_2" />

You also have to provide the api field name of the id field, e.g.:

<input type="hidden" name="unique_id_field" value="pba__Broker_s_Listing_ID__c" />

Populate fields on the favorite object

You can also add additional information for each favorite object:
Lets say you added the necessary input field to associate the contact to an existing listing:

<input type="hidden" name="favorite_unique_ids[]" value="LISTING_ID_1" />
<input type="hidden" name="favorite_unique_ids[]" value="LISTING_ID_2" />
<input type="hidden" name="unique_id_field" value="pba__Broker_s_Listing_ID__c" />

You can use the following input fields to add information to the resulting Favorite object. It's important that the same ids are used.
So "listing_id" will be the same as used for "favorite_unique_ids[]":

<input type="hidden" name="favorites[][listing_id]" value="LISTING_ID_1" />
<input name="favorites[][ClientFeedback__c]" />
<input type="hidden" name="favorites[][listing_id]" value="LISTING_ID_2" />
<input name="favorites[][ClientFeedback__c]" />

What objects are created:

  • A duplicate check will be performed for the contact based on the Email field when provided. If not provided, a new contact will be created.
  • If request fields are provided, a new request will be created.
  • If the listing identifier fields (see above favorite_unique_ids & unique_id_field name) are provided, a new linked listing will be created.
  • If both, listing and request fields, are provided, both a listing and a request will be created.

Redirect URL

After your visitor submits the form he is being redirected to a generic "Thank You"-page. You can instruct the forms to redirect to your custom page using the following snippet:

<input type="hidden" name="success_url" value="" />


Validation must be handled on your end (website side), e.g. using Java Script to validate user input directly within the form. The field contact[LastName] must be provided in order to create a contact record in Propertybase. The validation could be, e.g. to check that First Name, Last Name and Email is present. 

Example Form Attached

The attached for contains a full example of what the web form can be, when the required field behavior is added to the form to ensure leads fill out the information you need. 

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