Using Propertybase Webforms

Propertybase Webforms is a convenient way to capture leads directly from any website. By including specific Contact record field names on your form, you can import several pieces of information directly into Propertybase. This feature is only available Propertybase Lightning customers. On Propertybase Classic? Click here for alternative options.

Form Embedding

Before using Propertybase Webforms, you must enable Front Desk.

Once Front Desk is enabled, the next step in capturing leads from your website, is to embed the form supplied on the Front Desk activation page. (This can be found under Control Center > Front Desk > Propertybase Webforms.)

The example form provided only includes the Contact's first and last name. You can use this form "as is", or you can add additional fields specific to your needs. To learn more about adding additional fields, continue reading below.

Note: This is just example form data. Please use form fields specific to your needs.

Adding Additional Form Fields

When using Webforms, you can capture data and automatically import it into any field on a Contact, Listing or Inquiry record. Let's walk through adding additional fields to a webform below.

Note: It is recommended to have working HTML knowledge before performing any steps below.

For example purposes in this article, we will add "Phone Number" from the Contact record to our webform. Before writing any HTML, you must locate the "Field Name" for the field you are wanting to add. You can locate this by using the Object Manager.

Shown in the image below, we have located the Contact object's "Phone" field within the Object Manager. In this example, the field name is identical to the field label. This is typical for standard objects, but for custom objects the field name is usually much longer.

Now that we have our field name, we need to add it to our webform. First, copy the "Last Name" section of code and paste a new version below. Next, replace "First Name" with the new field label "Phone". Lastly, replace "LastName" with the new field name "Phone." See the image below for a full walkthrough.


Adding Contact & Inquiry Fields

In the example above, our field came from the Contact record. If you want to add a field from a different object, simply replace the object name as shown in the "City" example in the image below. 

<p><b>Phone</b></p>
<p><input type="text" name="contact[Phone]" /></p>

<p><b>City</b></p>
<p><input type="text" name="inquiry[pba__City_pb__c]" /></p>

Adding Listing Fields

If you want Webforms to automatically create a new Listing, you can do so by including the HTML code shown below.

Listing Address:<br />
<input type="text" name="listing[pba__ListingStreet__c]" /></p>

Additionally, if you would like the newly created Listing to be associated with a Contact record, you must include the name of the custom contact lookup field, shown in the example below.

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

Creating Linked Listings

If you want to create a Linked Listing between form leads and existing Listings, simply provide a reference to the external Listing, as shown in the example below. 

Note: Do not change the name element in the HTML examples below.

<input type="hidden" name="favorite_unique_ids[]" value="YOUR_EXTERNAL_LISTING_ID_1" />

You can also reference more than one Listing, as shown in the example below.

<input type="hidden" name="favorite_unique_ids[]" value="YOUR_EXTERNAL_LISTING_ID_1" />
<input type="hidden" name="favorite_unique_ids[]" value="YOUR_EXTERNAL_LISTING_ID_2" />
<input type="hidden" name="favorite_unique_ids[]" value="YOUR_EXTERNAL_LISTING_ID_3" />

In order for Propertybase to associate your external listing with the same listing inside Propertybase, you must include the HTML below. Replace "pba__Broker_s_Listing_ID__c" if you are using a different field to reference external listings.

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

Add Details to Linked Listings

If you use Webforms to create Linked Listings, you can also populate additional field data on those Linked Listings. In the example below, the form would populate the "Client Feedback" field, for each Linked Listing respectively.

Note: You must use the same IDs for all Linked Listing fields for the association to work.

<input type="hidden" name="favorites[][listing_id]" value="YOUR_EXTERNAL_LISTING_ID_1" />
<p><b>Feedback for Listing 1</b></p>
<input name="favorites[][ClientFeedback__c]" />

<input type="hidden" name="favorites[][listing_id]" value="YOUR_EXTERNAL_LISTING_ID_2" />
<p><b>Feedback for Listing 2</b></p>
<input name="favorites[][ClientFeedback__c]" />

<input type="hidden" name="favorites[][listing_id]" value="YOUR_EXTERNAL_LISTING_ID_3" />
<p><b>Feedback for Listing 3</b></p>
<input name="favorites[][ClientFeedback__c]" />

Form Success Message

You can send users to a specific URL after they submit your form by including the HTML code shown below.

<input type="hidden" name="success_url" value="http://www.yourdomain.com/yoursuccesspage" />

Validation

Validating form data must be handled on the browser side using javascript or HTML5. Propertybase Webforms do not provide validation services. In order to create a Contact record in Propertybase, the Last Name field must be provided (E.g. contact[LastName]).

Webform FAQs

Is a duplicate check performed?

It depends. If you include an email field on your form, Propertybase will use that email address to perform a duplicate check. If you do not include an email form, a new Contact will be created.

What records are created?

As stated above, if a duplicate is not found, a new Contact record will be created. Additionally, if you include Inquiry fields, a new Inquiry record will be created. If existing Listing IDs are included in your Webform, new Linked Listing records will be created.

Can Webforms avoid SPAM?

Yes, the webforms contain a honeypot field. You can find it in under "<!-- leave this field here -->". But we do recommend that you also add your own measures to prevent SPAM and have your web developer secure the form.

Full HTML Example

An example HTML form is attached below. This example also includes client-side javascript validation.

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