Create

Go to “onOffice > Forms”, click on “New” at the top, and choose “Contact Form”. Enter a form name, e.g. “Contact” and save the form.

If you see a warning that you have to set the default email address, go the “onOffice > Settings”, enter one under “Default Email Address”, and save. Then go back to “onOffice > Forms”.

Copy the shortcode and paste it in a WordPress page where you want to show your contact form. If you want, you can create a new page for this. When you preview the page, you should see your first contact form.

Customize

When a form is sent, the plugin will always send you an email with all the details. The email that you receive works similarly to portal requests: After opening it in onOffice enterprise, you can create the related estate and address with just a few clicks.

Optionally, you can have the plugins create the entries in your onOffice enterprise automatically. You will still receive the email, but the entries will already be created. To do that, activate the checkbox “Create Address” in the box “Form Specific Options”. We recommend that you keep the “Check for Duplicates” disabled, unless you accept that it can override addresses in your onOffice enterprise with the form data.

You can add fields from onOffice enterprise to the form the same way as estate fields. If you expand a field using the arrow, you can configure some more options.

If you want to add a newsletter checkbox, you should use the “Newsletter” option from the box “Form Specific Options”. When active, it will add a newsletter checkbox to your form. This is better than adding the newsletter field in the field list below, because in onOffice enterprise the newsletter field is a single select and not a checkbox.

You can also later add a contact form on the detail page which lets visitors request the estate they are currently viewing, as described in the advanced features. For now we recommend that you finish the last step.

Form types

The different form types have different purposes:

  • The contact form 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 allows visitors who are looking for a new estate to send you a search profile.
  • The owner form allows estate owners to submit their contact data and their estate’s data to you.
  • The applicant search form allows estate owners to see how many anonymized potential matches you have for their estate in your onOffice enterprise.

Last step: Template customizations