As the name suggests, Web Forms are forms that visitors can use from your web site to submit their information directly to your system, making them pending leads.
If your company is signed up for multi-forms, you can create and use multiple Web Forms, making each purpose-built for specific marketing campaigns, for example signing up for a newsletter. (If you aren't signed up for multi-forms, you will have one form that you can edit whenever needed.)
After you create a form, your web developer has a couple different options for using it. They can:
- Use an iframe to put the form directly in your web site.
- Have a link or button take the visitor from your site to the form, which is hosted on live.childcarecrm.com / live.childcarecrm.com.au.
Either way, visitors that fill out the form will have their information automatically entered into your system as a pending lead.
Step 1: Click
Settings > Organization Settings > Forms.
Step 2: If you have multi-forms, click “+ Add Web Form”. If you don't have multi-forms, click on your existing web form to edit it.
Step 3: Skip the top section and go to Web Form Fields. Many data fields are available. You can do the following steps in any order:
A) Under “Active”, check the fields you want on the form, and uncheck fields you do not want on your form.
B) Under “Required”, check the active fields you want to require the lead to fill out, and uncheck the active fields that you want to be optional for the lead.
C) Under “Form Label”, you can slightly rename fields on your form if you want.
D) If you want fields to appear on your form in a different order, drag fields up or down and place them where you want. (Not shown above)
E) If you want to divide your form into sections, you can create labeled section dividers by clicking “+ Add Section Divider”. Then drag your new divider to where you want it and give it a label.
F) If you want to delete a section header, click the red trash can icon next to that section header.
Step 4: Fill out the form header. You can do the following steps in any order, with the following being the suggested order for your first time:
A) Give the form a name that tells you and your staff its purpose.
B) Click “Click Here to Edit Form Locations”. When a lead is filling out the form, they will have to pick a location they’re interested in. Check the locations a lead can choose from.
C) If you want the list in B) to not include state abbreviations, check the “Hide State Code On Location Pick List” checkbox.
D) A “Thank you” page will load after the lead submits their information. If you have another page you want to load after the thank-you page:
- Check the “Enable Redirect” checkbox
- Put the URL you want to load in “Redirect To”
- Put how many seconds you want the lead to see the thank-you page in “Redirect Delay”
E) Click “Click Here to Edit Form Text & Logo”. Upload your logo and add whatever text you want the form to have.
F) If you want leads using your form to automatically be assigned to a marketing campaign, select an existing marketing campaign from the “Marketing Campaign” drop-down menu.
G) Click “Click Here to Review Form”. A new tab will appear showing you how your form currently looks. Redo any of the previous steps that will improve your form.
H) If desired, click “Click Here to Edit Form Colors”. You’ll need to use hexadecimal color values to change the form’s colors. https://htmlcolorcodes.com/ is one resource you can use to get hex values for the colors you want to use.
Step 5: Final review. Click “Click Here to Review Form” again, making sure everything looks good. Enter some test data and click “SEND”. Make sure the “Thank You” and (if used) redirect are the way you want.
Step 6: Redo any of the previous steps that will improve your form. Then click “SAVE”.
Step 7: Go to your pending leads. Reject the test data. (You can click “Click Here to Review Form” any time you want to enter test data into your pending leads.)
Once your form is set up, your web developer can incorporate it into your web site by using an iframe or by adding a link on your web site to the URL that appears when you click “Click Here to Review Form”