Add an enquiry form to your own website

Your account comes with a Website enquiry form. It asks for the customer's name, email, phone number and service address, what they need — with options that match your trade — and any details. Every submission creates a lead in Recoatly.

Put it on your site

1. Go to Forms (under Field in the menu) and find the Website enquiry card.
2. Click Embed on your website and copy the code that appears.
3. In your website builder, add an HTML or embed block where you want the form, and paste the code into it.

Prefer a link? Copy the Public link on the same card and use it on social media, in your email signature or behind a "Get a quote" button.

Change the questions

1. Click the pencil on the form card.
2. Edit a question's answer type or tick Required, or click Add field to add a question. For a dropdown, list the options separated by commas.
3. Keep Publish publicly ticked so the link keeps working, and click Save form.

Good to know

• Don't reword the six standard questions. Recoatly uses them to fill in the new contact's name, email, phone and address and the enquiry details — add new questions below them instead.
• If an enquiry's email or phone number matches an existing contact, it's added to that contact instead of creating a duplicate.
• Click View submissions on the form card to see everything received.
• New enquiries also appear under Marketing → Enquiries, and owners, administrators, managers and sales reps are notified.