How The Sticky Contact Feature Works

July 31, 2024•1 min read

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is especially useful if you have an initial opt-in leading to a calendar/appointment page or a 2 Step Order Form

Step 1: How to Toggle Sticky Contact On and Off

Open up an existing form/survey or create a new one.
Navigate to Options, scroll to the bottom, toggle on/off Sticky Contact

NOTE: If you are filling out a form for a lead (e.g. if you’re texting with them or on the phone with them) that has sticky contact enabled, ensure that you use incognito mode in your browser. If you do not, every time you open that form/survey (until you clear your cache), the previous lead’s information will populate and the software will think that lead is trying to enter BILT again.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog