Marketing Form Management is a software feature that centralizes the creation, configuration, and governance of lead capture forms across an organization's marketing channels. In the Philippine real estate industry, this capability enables brokers and sales teams to standardize form behavior, enforce data privacy compliance, and streamline how leads flow into CRM systems.
Core Features
- Hub-Level Policy Configuration – Set default privacy settings, required fields, and consent language across all forms within a realty hub
- Form-Specific Overrides – Customize individual forms for specific campaigns, projects, or property types without affecting global defaults
- Consent Management – Integrate Data Privacy Act 2012 (RA 10173) compliant consent checkboxes and disclosures
- Field Mapping – Map form fields directly to lead management and client profile fields
- Status Controls – Activate, deactivate, or schedule forms based on campaign timelines
Use Cases
Marketing Form Management works best for:
- Multi-project brokerages that need consistent branding and compliance across multiple developer partnerships
- Teams running parallel campaigns for pre-selling condominiums and house-and-lot projects
- Compliance officers who must ensure all lead capture forms meet NPC (National Privacy Commission) requirements
You can use this feature to roll out new forms quickly while maintaining control over how personal data is collected and processed.
Integration
Within the iRealtee platform, Marketing Form Management integrates with:
- Marketing Form Builder – Design forms with drag-and-drop functionality
- Form Analytics – Track submission rates and conversion metrics
- Lead Distribution Rules – Route captured leads to agents based on territory or round-robin logic
- Privacy Policy Configuration – Link custom privacy notices to each form
- Marketing Webhooks – Push form submissions to external systems in real-time
This centralized approach eliminates the need to manually update privacy settings on individual forms when compliance requirements change.
Related Terms
References
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