Please follow the below steps to create a new Web Forms:
1. Go to Web Forms under Marketing and click on + Add option to Create New Web Form page.
A Web form Creator Or Editing screen will appear as below:
Create Web Form Page
2. Table: By default Accounts, table is selected.
3. Name: By default the name field is Opt-in-Form, but you can change it to something appropriate to your Web Form.
4. Group: Select the group you want to associate this Web Form with. You can choose multiple groups to connect to the Web Form. Accounts created through this web form will be added to the selected groups.
5. Or Click on Add a new group option to add a new group to the list. Then click on Save.
6. Return URL: Type in a URL where the form will redirect the submitter after successfully posting the Web Form.
7. Auto Response: Select an Email Template from the drop-down list or create a new Template. This will be used to send an email to the end user who submits their information through this form.
8. Assign to: From the drop-down, you can choose a Sales Representative or more than one Sales representative. This will assign all the accounts coming in from this form to the selected Sales Representatives. If you choose more then one Sales representative Round Robin assignment will take place. That is the number of accounts coming in from the Web Form will be divided equally among the number of sales representative you have chosen.
Example: if you have 100 accounts coming in and you have assigned four sales representative, then each sales representative will have 25 accounts assigned to them.
9. Source: Source is the webpage where the Web Form is posted. Choose the source from the drop-down list.
10. On the Web Form designer page on the left-hand panel, you will find Color and Fonts.
Using Color and Font you can design the following:
- Outer Section
- Form section
- Header
- Normal Fields
- Required Fields
11. On the web form, the designer page is a field for your Web Form. You will find First name, Email, Comments and Subscribe to our newsletter fields are added by default. Subscribe to our newsletter cannot be removed.
12. Insert Field
a. To add field click on an existing field and then click on Insert Field.
b. Insert Field dialog box opens.
- Name: Select a Field from the drop-down list you want to add. There are 16 defined fields and 8 undefined fields.
- Label: The label is populated by default and is the same as the name. You can type in a different label if you want to change it.
- Size: Select a size for the field according to the field you have chosen.
- Required: Check Required if you want to make it a required field.
- Click on OK to add the field.
Note: You can follow the steps here to create a new custom field in your CRM database if it’s unavailable on the Insert field list on the web form builder.
13. Insert Header
- To add header click on an existing field and then click on Insert Header.
- Insert header dialog box opens
- Type in a Label name then clicks on OK.
14. To edit Header/Label, select the header you want to edit and then click on Edit from the menu.
15. You can delete all fields by clicking on an existing field and then click on Delete from the menu. There is only one exception, you cannot delete Subscribe to our newsletters field.
16. You can rearrange your field by clicking on the left of the field name. This will allow you to drag and drop to wherever you want to move that field.
17. Click on Save to save all changes. The Alert Dialog box opens as shown below. Click on Ok.
18. After saving the Web Form you will find three new buttons have been added to the page: Generate, Preview, and Close.
Create Web Form Page
19. You can click on the Preview button to see how the form will look in your webpage after publishing it.
20. Click on Generate to generate HTML code that can be copied and pasted to your webpage.
Note
-
- Without Styles: Email Status will be Opted In by default
- With Styles: where Subscribe to our newsletters CheckBox is not available: Email Status will be Opted In by default
- For with Style web form where Subscribe to our newsletters Checkbox is available:
a. If the recipient checks the CheckBox: Email Status will be Opted In
b. If the recipient does not check the CheckBox: Email Status will be Unknown
21. This will generate the HTML code you need to use on your webpage.
Generate Form dialog box
22. Click on Copy to my clipboard to copy the HTML code to your webpage.
23. Then paste it in your webpage. The Web Form will be added to your page.
24. Click on Close to go back to Web Forms list view page.
25. Then click on Refresh to see the recently added Web Form.
26. You can Publish Or Unpublish a Web Form by checking the box of the Web Form you want to be Publish Or Unpublished and click the More icon on the top left of the Actions shortcut menu.