Who receives the leads? Where do my leads go?

How do custom forms work?

Forms are an essential feature of Planpoint as a marketing software. Learn how to use and customize them.

This section explains how to use custom forms inside your plan viewer.

Forms & Custom forms

Planpoint Viewer Docs

New releases

Main website

Support

General

Dashboard

In this documentation site, you will find all the necessary knowledge to create and edit a plan viewer, as well as developer docs for our API and our SDK kit. 

Welcome

This checklist is designed to guide you through a successful Planpoint launch, from planning and preparation to execution.

Checklist

This article describes how to create a plan viewer with Planpoint starting with the first module: the general settings.

Settings

Following the completion of the settings module, proceed to the exterior module to start building your Planpoint.

Exterior

Here, you can import and edit all units within the project.

Units

This section enables you to view the various floors within the project, displaying their respective units and floor plans. It also allows you to draw the corresponding polygons for each unit.

Floors

In this module, you can preview your project, edit hosting options and customize the style.

Style & Embed

This section explains how to take advantage of the media gallery inside the dashboard

Media Gallery

Here you can find how to modify/update your projects.

Change information

Members

This section explains how to create direct links to specific units inside your plan viewwer

Link to units

Colors

This article describes how to create a **multi-phase** or **multi-building** project, otherwise called a Group project.

Group project

This new feature allows you to showcase all your projects and availabilities in a single map interface. Here is how you can build it.

Enterprise

This new feature allows you to create a 360º outlook of your project’s environment and enhance your user‘s experience.

360° project

This section explains how to create a Planpoint for Homes & Land.

Homes & Land

This section explains how to add variants for your house, unit or lot

Unit variants

This new feature allows you to add amenities and parking spaces to your Planpoint.

Amenities and parking

This section explains how to use custom buttons inside your plan viewer.

Custom buttons

This page explains how to use Conversion Tracking for Planpoint.

Conversion Tracking

The allocation feature is a brand-new feature to Planpoint. It allows you to assign limited access to floors and units for preferred people, whether it is VIP brokers working on your project or even stakeholders.

Allocations

Learn how to connect Planpoint with over 6,000 apps using Zapier.

Zapier Integration with Planpoint

In this section, we will be exploring our public RESTful API.

Introduction

Returns all units from the system that the user has access to

Get Units

Create Units

Deletes a single unit based on the ID supplied

Delete Units

In this section, we will be explaining how to use our SDK for implementation into your software.

Creation

Editing and Management

Advanced Features

Forms & Custom forms

Who receives the leads? Where do my leads go?

How do custom forms work?

Creation

Editing and Management

Advanced Features

​Who receives the leads? Where do my leads go?

​

​How do custom forms work?

Who receives the leads? Where do my leads go?

How do custom forms work?