Forms Overview
Forms are used to collect information from users. They may serve purposes like providing access to an asset, event registration, or newsletter signups.
Once a user submits a form, their details are saved, and the collected data becomes part of the Leads list. This information can later be utilized in the Campaign screen for targeting or follow-up.
Key Metrics:
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Total Submissions: Displays how many times the form has been submitted.
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Submitted data is automatically added to the Leads screen. Leads who submit any form will be grouped under the form they interacted with.
1. Creating a Form
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Step 1: Go to the Attachments menu → Click on the Forms screen → Select the Add function.
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Step 2: The system opens the Create Form screen, where the form builder can be used. Fill in the required details and click Save to proceed to the next step.
Field Descriptions:
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Source: Choose a traffic source such as Google, Facebook, Bing, etc. You can also manually add new options.
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Status: Assign a customer status when the form is submitted. This will be recorded in the Leads screen.
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Responsible (Assignee): Assign the person responsible for this form. Assignees are selected from the Staff screen.
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Language: Choose the form’s language (e.g., English or Vietnamese). This currently only affects display and will be enhanced in future updates.
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Submit button text: Set the label for the form’s Submit button.
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Display thank you message: Enter the message shown after successful submission.
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Redirect to another website: Define a URL to redirect the user to once the form is submitted successfully.
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Notification settings: Choose who should receive alerts when the form is submitted.
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You may select:
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Specific Staff Members
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Staff Members with Roles
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Responsible person assigned to the form
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Auto mark as public: If enabled, Leads from this form will be visible to all staff members.
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Allow duplicate lead to be inserted into database:
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If enabled, duplicate Leads are allowed.
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If disabled, the system will prevent duplication and use the following settings:
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Prevent duplicate on field: Define the field used to detect duplicates.
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Field (leave blank to track duplicates only by 1 field): Add an optional extra field for duplicate detection.
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Create duplicate lead data as task and assign to responsible staff member:
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If enabled, the system creates a task for the responsible staff member to handle duplicate Leads.
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If disabled, duplicate Leads will neither be saved nor processed.
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2. Configuring the Form
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Step 3: After saving, you’ll be redirected to a detailed configuration screen.
Tabs & Functional Areas:
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Form Builder Tab: Use this section to design the structure of the form by adding required fields.
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Form Information & Setup Tab: Displays and allows editing of general form configuration and information.
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Integration Code Tab: Contains embeddable code for sharing the form on websites. The width and height can be adjusted to fit your layout.