Set up Your Enquiry Web Form on Tradify

Topic

Learn how you can import work orders, customer enquiries and any other form of work requests into Tradify with Enquiries.

You can either use a web form, a forwarding email address, or both. You will then see these enquiries appear in your enquiry inbox within Tradify, which will include their name, address, contact details and potentially photos or videos of the work.

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Instructions

To create an enquiries email address to use to receive emails that will automatically appear in Tradify as an enquiry, see the sets below:

1. Navigate to Settings.
2. Select Enquiries.
3. Select the Start Using Enquiries button.
   
   
   
   
4. On the Pop-up select your enquiries options (Note: both options can be enabled and disabled later), then select Next.
   
   
   
   
5. Enter your desired Public Profile Name (this will show in your unique enquires email and enquiries web form link), and select Next.
   
   
   
   
6. Add you company logo for more customisation on your web form, and select Finish set up.
   
   
   
   
7. Select Let's Go on the final page, and now your enquiries email (and form if selected) are set up.

Use your Enquires Web Form for Receiving Leads

With your email enquiries set up, you can now use this email to collect leads from various place, see some examples below:

1. Send this link directly to your customers that you receive repeat work from.
2. Add the link to your social media (i.e. Facebook, instagram, etc...).
3. Enabled it on your Tradify website OR embed it on your own pre-existing website.

To find your new Web Form link (and email), you can do this by navigating to Settings > Enquiries (See below).

If you need to change your public profile as shown in your current enquiries link and email, please email support@tradifyhq.com.

When the enquiry appears in the inbox, you can tell it is an Web form enquiry by looking at the source column.

Add the Enquiry Form link To Your Website

See here for info on this: Add an Enquiry Form to my Website

Personalising your Enquiries form

For info on this, see here: How to Personalise your Enquiries form

Additional Information

See here for more info on enquiries: Capturing Enquiries From Facebook