Forms · the front door to your marketing

Ask for what you need, and keep the proof.

Build a form once: what it asks, how it appears on your site, and what happens to the answers. A submission becomes an opted-in contact with a purpose, and the consent that came with it is written down so a campaign can rely on it later.

Styles
Modal, slide-in, inline, bar
Fields
Name, email, phone, city, address
Consent
Required, recorded, provable
Goes to
Contacts, campaigns by purpose
How it appears

One form, four ways to appear.

Pick the style in the builder and the live canvas shows it on your own site, on desktop, tablet and phone. Change your mind later and the answers already collected stay where they are.

ModalOver the page

Opens after a delay you set, after the visitor has scrolled a chosen percentage, or when their pointer heads for the tab bar. Once per session if you want.

Slide-inFrom the corner

Slides up from the bottom right after a few seconds and stays out of the way of the page. The same behaviour switches as the modal.

InlinePart of the page

A section on the home page, with its own background colour or none at all so it sits inside the design. Title and body colours are yours to set.

BarAcross the bottom

A single row: headline, the fields side by side, the button. The lightest touch for a newsletter.

What a submission becomes

A contact, a purpose, and the consent to go with it.

Every form carries a required consent line. When it is ticked and sent, three things are written, in this order.

edit_noteThe visitor's form

Dana Whitfield
dana.w@example.com
Aurora
Send me marketing emails from this brokerage

Thanks — you're on the list.

arrow_forward

person_addThe contact

SourceForm · Spring newsletter sign-upPurposenewsletterEmail marketingOpted in · 6 Sep 2026, 9:14 pmSMS marketingNot givenOwnerThe brokerage
arrow_forward

verified_userThe consent record

ChannelEmailMechanismForm checkbox, wording v1EvidenceTime, hashed IP, hashed browserKept forProof under CASL
check_boxConsent is requiredA submission without the marketing checkbox is refused, so nobody lands in your list by accident.
badgeName and a valid emailThe two fields every form must collect. Everything else is optional and yours to add.
bug_reportA hidden trap for botsAn invisible field only a script would fill. When it is filled, the submission is quietly dropped.
speedTen per ten minutesPer visitor, per form. Enough for a household, not enough for a flood. Only Active forms accept anything.
Afterwards

Where the answers go.

A submission is stored against the form, and the person becomes a contact your team can see, tag and work. Because the contact carries a purpose, an email campaign can be aimed at exactly the people who asked for it.

  • Campaigns by purpose. "Newsletter" is one of the audience choices in Email Campaigns, so the people who signed up for the newsletter are the people who get it.
  • Segments read the source. "Came from a form" is a rule a segment can select on, alongside tags and consent.
  • Email consent only. A form grants permission for marketing email. Texting consent is recorded separately and never assumed from a form.
  • Counted on the list. Each form shows how many submissions it has collected. Deleting a form keeps the answers already collected.
infoA live form collects personal information from the public. Publish one only after you have read it back, and ask only for what you need: every field is a person's data you are now responsible for.
FormsaddNew form
FormStylePurposeStatusSubmissions
Spring newsletter sign-upweb_assetModalNewsletterActive412
What is my home worth?vertical_splitInlineValuation teaserActive168
Open house · 14 Elderberrybottom_sheetsSlide-inOpen houseDraft0
Footer sign-uphorizontal_splitBarGeneralArchived91
Where it goes

Placed from Site edit, not from code.

The home page has three slots: a popup, an inline section and a slide-in. Each one takes any active form, so the same form can be the popup this month and the inline section next month without touching the design.

  • Three slots, three switches. Show homepage popup, Show inline embed, Show slide-in, each with a form to pick.
  • It matches the template. The form takes the site's fonts and colours. For the inline section choose the default background, none so it embeds into the section, or a custom colour, and set the title and body colours.
  • Attach it to Let's Connect. The floating button that follows the visitor can open a form instead of the default enquiry.
  • Draft first. A Draft form never appears on the site and never accepts a submission. Archive keeps the answers and takes the form down.
Site edit · Formshome page
Show homepage popupSpring newsletter sign-up
expand_more
Show inline embedWhat is my home worth?
expand_more
Show slide-inSelect form…
expand_more
format_color_fill
Inline section backgroundDefault · No background · Custom colour
Default
palette
Title and body colourTheme default unless you set one
Theme default
Where it lives

Comes with Dominance AI.

Forms are part of the same plan as Email Campaigns, because one feeds the other: the purpose a visitor signs up for is the audience a campaign is sent to.

Dominance AI · plan
CAD $999 a month, per brokerage

Unlimited agents. Forms, email campaigns and templates, the AI Assistant with property search, AI Valuation V2 and the automatic CRM.

  • checkUnlimited forms in four styles, with a live canvas
  • checkDelay, scroll, exit-intent and once-per-session behaviour
  • checkRequired consent, recorded with evidence
  • checkSubmissions become contacts with a purpose
  • checkThree home page slots, set from Site edit
  • checkEmail campaigns aimed by purpose

Enquiry forms on listings and the valuation funnel are on every plan; these marketing forms are the ones you design yourself.

Questions

Before you publish one.

What can a form ask for?

Full name and email address are always collected. You can add phone number, city and address, drag them into the order you want, and mark them optional. Ask only for what you need: every field is a person's data you are responsible for.

Does a submission give me consent to email them?

Yes, for marketing email. The consent line is required, a submission without it is refused, and the grant is written to a consent record with the time, the wording version and hashed evidence of the request. That is what makes it provable under Canada's anti-spam law.

Does it give me consent to text them?

No. A form grants email marketing consent only. Texting consent is recorded separately, and Mass SMS checks it on its own before anything is sent.

Can a form start an automation flow?

Not directly. A submission creates or updates a contact with a source and a purpose; from there a segment can select it, and an email campaign can be aimed at that purpose. Flows are started by their own triggers.

How do I stop bots and spam?

Three things run on every submission: a hidden field only a script would fill, a limit of ten submissions per visitor per form every ten minutes, and the rule that only an Active form accepts anything. Name and a valid email are required as well.

Can I change how a form looks after it is live?

Yes. Style, fields, wording and behaviour can all change; the canvas shows the result on your own site before you save. Answers already collected are kept, and deleting the form keeps them too.

Who can build forms?

Brokerage admins, from the Forms screen in the main menu. Placing a form on the home page happens under Site edit, where the popup, inline and slide-in slots each take one active form.

Ready when you are

Ask for what you need. Keep the proof.

Build the form, choose how it appears, and every submission arrives as an opted-in contact with the consent recorded. Dominance AI includes it alongside email campaigns.

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