Marketing
Application Forms
Application forms are the rental applications prospects fill out. You build a form once, then share it — either on your public listings or as a one-off form link for a specific prospect. Submissions create or update leads. Manage everything at Marketing → Application Forms.
Build a form
- Go to Marketing → Application Forms and click Create.
- Give the form a name and optional description.
- Add fields. Each field has a label and a type:
- Short text, Long text, Number, Date
- Email, Phone
- Dropdown, Multiple choice, Checkbox
- File upload
- For each field set whether it's required, add a placeholder or help text, and group related fields with a section.
- Mark the form active so it can be used, and optionally set it as the default.
- Save.
Note
Some fields are system fields (like full name, email, phone, desired move-in) that map directly onto the lead record. Custom fields you add are stored alongside the submission and shown on the lead's "submitted application" view.
The default form
Only one form can be the default at a time. The default active form is what shows to prospects on your public property listings.
Warning
If you delete or deactivate your default form and no other default is set, your listings will no longer show an application form to prospective tenants. The app notifies admins when this happens so you can set a new default.
Form links
A form link is a shareable, tokenized URL to a specific form. Form links live on the same page (the Form Links section) and are useful when you want to send an application directly to one prospect.
When you generate a form link you can set:
- The form to use.
- Whether it's single use or reusable (with an optional max submissions limit).
- An expiry — by default a link expires after 30 days.
- An optional lead to associate the link with.
Each link has a status of Active, Submitted, or Revoked, and tracks when it was sent, opened, and submitted. You can revoke a link to disable it, or delete it entirely (which also removes its submissions and uploaded files).
Tip
You can generate a link for a specific lead straight from the lead's page, or insert one automatically into an email template with the {{application_form_link}} variable.
How submissions flow in
A prospect opens the public application form at its link, fills it out, and submits. From there the submission is tied to the lead, the lead's application fields and any uploaded files become visible on the lead's detail page, and the lead moves forward in your funnel.