Online Forms Settings
Generate online forms and integrate them into your website.
Online forms are based on activity and contacts: use any fields from these two CRM modules to build online forms (read how to edit fields in activity and contacts). The data from filled online forms goes to CRM and is displayed in the "Online forms" tab. Accepting an online form generates an activity entry and links a new contact to it.
ONLINE FORMS SET UP
To create and edit online forms, go to Main menu — Settings — Integrations — Online forms:
1 — assign a responsible executive to monitor all the incoming filled online forms in the CRM;
2 — edit online forms;
3 — website integration code;
4 — delete;
5 — hide accepted forms (do not display already accepted forms in the "Online forms" tab, while saving their data in the activity associated with them):
Click "Edit" to open the online forms adjustment parameters page:
6 — adjust new form submission notification;
7 — select users to monitor all the incoming pop-up forms in the system.
Select the fields from contacts and activity to build the form from:
ONLINE FORM INTEGRATION INTO WEBSITE
Copy the integration code from the "Code" link on the page:
Select integration type:
1 — Integration with readymade online forms on your website. Send a GET/POST request from your online form to the CRM.
2 — Website integration of a new CRM-generated online form.
3 — Integration of a readymade online form triggered by a URL link.
Integration of readymade forms
Use PHP or JS code integration or send a GET request with form parameters to a certain URL, in order to easily integrate a ready-made website form with the CRM:
Readymade forms arrangement
There are two types of readymade forms arrangement:
- button (open a pop-up online form by clicking the button);
- form container (form embedded in the page):
Linking a readymade form
You can generate a link in the CRM, that will open a readymade online form in a new page:
Access to ONLINE FORMS DATA
The data from all the filled online forms goes to the CRM and is displayed in the "Online forms" tab:
Here the online forms are accepted/refused by the users permitted to access the activity, on which a certain online form is based (see access permissions for CRM objects).
You can also hide already accepted online forms from the report page, preserving the data in them available:
Online forms have an in-built analytics script that allows to perform marketing analytics of leads sources and compile statistics on your website attendance by users, who submitted an online form to the CRM.
CRM statistics can display the marketing campaign/tool that brings users to your website.
Just add the following parameters (UTM tags) to your marketing campaign settings.
To add the privacy statement agreement checkbox to your online forms, tick "Request privacy statement agreement" in online forms settings and add a text description. You can simply add your company name and a few necessary amendments to the default text in the system:
The link to the privacy statement will appear next to the checkbox upon saving:
You must also see:
Back to Contents