Link Builder
This article will run through what a link builder is.
Webforms are used by BDMs as an easy way to register new leads into IRE BDM. These webforms are developed with Link Builder, and can then be sent directly to a lead, or used by the BDM to enter data.
1. To access Link Builder, navigate to IRE BDM > Tools > Link Builder. 
2. Once in the Link Builder tab, there are three dropdown menus to select a BDM, source and referrer, and three checkboxes to change settings. 
3. To create a webform to use, simply select the options as per the below:
- Select a BDM to be assigned to leads created with the link
- Select the Source that the lead will be generated from.
- Select a Referrer if required.
- Select a status that the lead will initially load into the system as.
- Create a title for your webform page that is specific to that link.
- Prevent Lead Merges will create a new entry for every enquiry, regardless of whether the contact information matches a previous lead.
- Bypass Property Info will remove the requirement for property details to be entered.
- Select if the Referrer is an External Referrer. By selecting External Referrer, the link will create a webform in which will request for the Referrers personal details, Investor details then property information.
- Hide Comments allows you to hide the comments box so the lead is unable to leave a comment.
- Once the link has been customised, it can be tested by clicking on the Test Link button.
- The Link can also be emailed to a recipient with steps as to how to use the webform*.
*Please note: for this function to work, a mail client such as Outlook, Microsoft Mail or Mozilla Thunderbird needs to be used. If accessing emails through a web browser (most common with Gmail) then the email link won't be available. If this is the case, copy and paste the message + link into a new email in browser.*
- This will generate a shortened link which can be used on social media such as Facebook or Instagram.
- The default message can be customised in the Custom Questions tab.
- Ensure the default message is saved if changed.