How to create a Web Form in Salesmate?

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 to 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:

• • Name
  • Email
  • Mobile

• You can remove the predefined fields from the form or add 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 form submissions.

• • 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.

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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:

• • 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.

• • Place a note on the timeline - Select this option to place a note with all information from a record matching the primary address.

• • 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's appearance and preview the form. Match the form styles to match your website.

• You can even design your own custom CSS in the form by adding HTML code to that space. (learn to know more about Custom CSS in Webforms)

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.