Create
Navigate to onOffice > Forms, click “New” at the top and select “Contact Form”. Enter a name, such as “Contact Us,” and save the form.
If you see a warning that you still need to enter a default email address, go to onOffice > Settings, enter one under “Default email address” and save. Then go back to onOffice > Forms.
Copy the shortcode and paste it on a page where you want to display the contact form. You can also create a new page for this purpose.
Customize
When the form is submitted, the plugin always sends an email with all details to. This email works similar to portal requests: when you open it in onOffice enterprise, you can create the related property and address with just a few clicks.
Alternatively, the plugin can also create records in onOffice enterprise automatically. To do this, check the “Create address” box in the “Form-specific options” box. We recommend leaving the “Check for duplicates” checkbox unchecked unless you agree that records in your onOffice enterprise will be overwritten with the form data.
You can add fields from onOffice enterprise to the form in the same way you do with real estate fields. If you expand a field with the arrow, you can add more settings.
If you want to add a newsletter checkmark, you should use the “Newsletter” setting in the “Form specific options” box. When it is set, a newsletter checkbox will be added to your form. This is better than adding the newsletter field to the field list below, since the field in onOffice enterprise is a single select, not a checkbox. Make sure that double opt-in is enabled in onOffice enterprise.
You can also add a contact form on the detail view later, so visitors can directly request the property you are viewing, as described in the advanced features.
Form types
The different form types have different purposes:
- The contact form (defaultform.php) allows visitors to send you their basic data and an arbitrary message. If used on the detail page (see Estate contact form), it might be linked to an estate.
- The interest form (applicantform.php) allows visitors who are looking for a new estate to send you a search profile.
- The owner form (ownerform.php) allows estate owners to submit their contact data and their estate’s data to you.
- The applicant search form (applicantsearchform.php) allows estate owners to see how many anonymized potential matches you have for their estate in your onOffice enterprise.
