Activating the Sticky Contact Feature in Surplus Systems

This feature allows you to maintain and synchronize cookie data from a lead across various forms and surveys they have completed in the past. The Sticky Contact functionality is particularly useful when you have an initial opt-in that leads to a calendar/appointment page or when using a 2 Step Order Form, ensuring seamless data integration and user experience.

1. To get started, you need to navigate to Websites.

2. Go to Forms, then choose 'Builder'.

3. Look for 'Add Form' and click it in order to proceed.

4. Choose 'Start from Scratch' from the dropdown to initiate the form.

5. Locate the Styles and Options icon and click on it.

6. Move on by clicking the 'Options' tab in the form settings.

7. Toggle Sticky Contact switch on the screen

IMPORTANT: When completing a form for a lead during a phone call or text conversation, it is essential to use incognito mode if Sticky Contact is activated. Not using incognito mode will cause the lead’s previous information to automatically fill in the form or survey each time it is accessed. This could lead the software to mistakenly assume the lead is re-entering their data, unless you clear your browser cache.

8. Last but not least, hit 'Save' to save and secure all your changes.