How do I change the Lead Form Fields on my Website Quoter?

The IXN Default Form Quote Action allows you to collect client information both before the quote results and after selecting a quote.

1. Log in to your Dashboard.

2. Once you are logged in, click "Products" in the navigation on the left-hand side.

Dashboard Navigation - Product

3. Find your Website Quoter in your list of products.  Click on it.

Product List - Website Quoter

4. Click "Settings" at the top of the page. Select "Lead Form Fields" in the dropdown.

5. You should now see a list of available fields for your Website Quoter. 

Website Quoter - Lead Form Fields

 6. Click on the row of the field you would like to add/edit. A modal should appear, that looks like the one below.

Website Quoter - Lead Field Modal
  • Label: This is the name of the field that will be shown on your Website Quoter. The label cannot be changed.
  • Order: This will determine in what order the questions are asked.
  • Help content:  If you would like to include help content associated with the field, you can enter it here.
  • Required: This will determine if the field is required for a consumer to run the quote or submit the form.
  • Visible: When "Visible" is checked, the field will be shown after the consumer selects a quote.
  • Visible on Initial Screen: When "Visible on Initial Screen" is selected, the field will appear before the quotes are run and be included in the Partial Lead.

7. Click "Save" in the lower right-hand corner.

8. Congratulations!  You have just edited the Lead Form for your Website Quoter!  To view these changes, refresh the page that your quote engine is on and run a quote.

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.