In this guide, we'll walk you through the process of setting up Sellfire forms, whether as standalone forms or using our Inbound Concierge feature. These forms help capture lead information and can facilitate direct communication between prospects and reps with the Call Me Now and Schedule A Meeting functions in the Inbound Concierge widget.
Quick tips
- Configure and enable inbound lead Routing Rules.
Sellfire forms and the Inbound Concierge website widget are both powered by the inbound lead Routing Rules feature. To ensure leads are going where you want them, double check that your Routing Rules are configured before embedding the code on your web page. - If using Sellfire forms with Inbound Concierge, the code for both must be embedded on your web page.
Creating and configuring Sellfire forms
Navigate to System Configuration > Transfers and Routing > Sellfire Forms, click CREATE NEW, name your form, and click CONTINUE.
Click the edit icon 
on the form that you would like to configure.
Determine your form type
If you would like to use this form with the Inbound Concierge website widget, toggle this setting on.
If you would like to keep this as a standalone form to bring leads into Sellfire without using the Inbound Concierge widget, toggle this setting off.
Note that without Inbound Concierge connected, you can still configure inbound lead Routing Rules to route these leads from standalone forms to the reps of your choosing.
Add your visible form fields
The form builder allows you to add two fields per row, placing them side by side. You can include as many fields as needed—either system or custom fields. You can control a field being required or not from a simple toggle in the form builder.
Note that the Primary Phone Number and Email fields are required.
To preview how your form will look to your prospects, click the PREVIEW button 
at the top right of the screen.
Add your hidden fields
Hidden fields are fixed hidden values set on the lead with each submission for this form. You can add as many hidden fields on the form as you’d like using either system or custom fields.
A Lead Source value is required. This will be "Sellfire Form" by default, but you can change this to any of the options that you have available in your Lead Source field, which can be configured in System Configuration > Your Organization > Object Manager > Lead Source.
HOT TIP: Using a unique lead source will allow you to utilize filtering throughout the platform to target data specific to these leads. Think All Leads and Dashboard reporting filters.
Configure your form referral settings
This section was designed to capture UTM parameters and campaign tracking to enable you to understand your best converting campaigns and capture referral attribution.
Create and add any needed custom fields
Ensure you have custom fields (text field type recommended) on the Sellfire Lead object created for the UTM parameters that you're capturing.
These custom fields should be the exact field names without the "utm_" prefix. Those fields will be parsed when lead clicks on the form link and UTM fields are added.
For example, instead of "utm_campaign," create a field name entitled "Campaign".
These fields are not limited to capturing only UTM parameters such as utm_campaign, utm_content, utm_term, utm_source, etc. You can add any other fields that you would like here as well.
For example, the below referral settings and URL expect UTM parameters along with another custom field.
https://somewebsite.com/formPage?utm_campaign=test-campaign&utm_source=test source&utm_content=test-content&utm_term=test-term&otherField=test-value
Based on the values in the URL, with each submission of this form, the custom fields on the lead in Sellfire would have "Campaign = test-campaign", "Source = test source", "Content = test-content", "Term = test-term", and "otherField = test-value".
Send an email verification to the prospect
To send an email verification to the prospect after they've submitted the form, check the Send Email Verification checkbox, and select the email template that you would want to use. To create a new email template, navigate to System Configuration > Templates and Automation > Email Templates.
Recommendation: Note that as with any Sellfire template, variable tokens can be used to dynamically update the email with any existing lead and owning rep data. However, in this flow, unless the lead is already owned by a rep in Sellfire before the prospect submits the form, which will likely not be common, the data for the rep tokens will be blank, so we recommend not using rep tokens in these templates.
Send an email notification to internal stakeholders
To send an email notification to internal stakeholders after prospects have submitted forms, check the Send form submission email checkbox, and select the email addresses that you would like to receive the notification.
The email notification will contain the lead's business name and a link to its Lead Detail page in Sellfire.
Style your form
In the FORM FIELDS, BUTTONS, and FORM CONTAINER sections, style your form using custom fonts, colors, labels, and buttons to align with your organization's branding.
Don’t forget to use the preview functionality at the top right of the page!
Configure a post-submission thank you message
Configure a message that will appear to the prospect on their screen after they have submitted a form.
If you would rather redirect the prospect to another web page upon form submission, click the Enable Form Redirection checkbox and enter the URL of that page.