CUSTOM FORMS: Capture Leads & Automate Follow-up | Nov 2025

In this learning session, we cover everything you need to know about Custom Forms for your OfferingTree Website. We discuss the fundamentals of how to use forms to effectively capture leads, guide you through the specific areas on the OT platform where you can implement automation (like setting up auto-reply emails and tagging subscribers), and provide access to further help articles for continued learning.

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