To create a form
- Go to More >> WebForms.
- Click the "Create Form" button at the top-right corner.
- At the top left corner, you can see the form name. Click on the pencil icon to edit the form name.
- You can add the following information for the form:
- Form Title - Title that appears at the top of the form
- Introduction - Information that appears below the top to explain the form's purpose to visitors/subscribers.
- Submit button text - Text that appears for the submit button to send the information to CRM.
The form will have the following fields by default:
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- Name
- Mobile
- You can remove the predefined fields from the form or add the new fields to the state to capture users' information.
- You can click on the "Add Field" button and select the field which you want to capture from the visitors.
You can also select options for the form submissions.
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- Choose the action to perform after the form is submitted:
- Display a custom message - Design your form submission message using a rich text editor.
- Redirect to another page - You can redirect a user to any of your website's webpage on successful submission.
- Choose the action to perform after the form is submitted:
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- Send submission email notification to : You can add an email address to be notified when a new submission is made into the web form.
You can decide what should happen when a duplicate contact is submitted:
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- Always create a new record - Select this option to create a new contact record for every submission with a unique primary email address.
- Update existing record - Select this option to update the record if the primary email address matches.
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- Place a note on the timeline - Select this option to place a note with all information from a record matching with the primary address.
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- Enable Double Opt-in - A confirmation email with a unique URL will be sent to the subscriber. Once the subscriber has confirmed himself, his record will be created inside Salesmate.
- Add privacy policy - Select this option to add a checkbox for subscribers to accept your terms & conditions and privacy policies before submitting the form.
- Enable re-captcha - Enable this option to avoid form submissions via or other spamming services.
- Auto append a tag - Add the tags which will be added to newly created records. This is useful for performing automation.
You can change the appearance of the form.
- You can customize the form appearance and preview the form. Match the form styles to match with your website.
Publish your form
- Once you have created your form, you can publish it. As soon as the form is published, you will get options to share the form.
- Share link - You can add the link to your website to start getting submissions.
- Embed Code - You can add an embed code to your website to collect the submissions.
Notes:
If you have selected the double opt-in option, then the primary email collection field should be available on the form and marked required. Otherwise, the form will not work as needed.
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