Want to collect a Zip Code, a Phone Number, or both—before showing someone your pricing?

Now you can choose which fields are required, and which are optional, right inside your priceguide estimator.

It only takes a few clicks. Here’s how to do it

Step-by-Step: Set Required Fields

1. Open Your Estimator

   • Head to your dashboard and click “Edit” on the estimator you want to update.

     

2. Go to Step 5: Results Page Settings

   • Once inside the editor, click on Step 5: Results Page.

     

3. Click “+ Show optional content customisation settings”

   • You’ll find this down the bottom left of the page. Click to expand more settings.

     

4. Scroll Down to “Data Capture Options”

   • Keep scrolling until you see the section titled Data Capture Options.

      

5. Set Your Required Fields

• • You’ll see checkboxes for fields like:

    • Name

    • Email

    • Zip Code

    • Phone Number

  • Tick the ones you want to make required.

  • Unticked = optional for users to fill out.

     

    

Pro Tip: Should You Require a Phone Number?

Making a phone number required will usually reduce the number of leads you get.

But the quality might go up—especially if you need to follow up by phone or work in high-touch industries like real estate, finance, or home services.

We recommend testing both options:

• Try it required for 1–2 weeks

• Then try it optional

• Compare your lead volume and quality before deciding what works best for you.

Coming Soon: Full Custom Fields

We’re working on giving you even more control, including:

• Your own custom fields

• Drag-and-drop form builders

• Full control over what’s shown or required

Stay tuned!