Creating a website contact form

Creating a website contact form

To create a website contact form, please follow the easy steps below:

1. Enter your portal using your login details.
2. Click the CRM link on the start page.
3. Click the Settings option at the left-side panel and select the Website Contact Form item.
4. In the Form Properties section, enter a redirection URL address that will lead to a page on your website after your prospective customer fills in the form.
   If you are creating a form for the first time, you'll see zeros under the Web Form Key caption. Click the icon to generate a real key that is used to authenticate the form and prevent spam, fraud, and unauthorized use.
5. In the Field Selection section, choose between the Company and Person option depending on your prospective customers' status. Then check the fields you want to be included in the contact form.
6. In the Access Rights & Tags section, you can restrict access to the added contacts or make them publicly accessible. If you want to grant access to certain users only and restrict it for the others, click the Add user link and select the user/users you want to grant access to. If you want to make the contacts public, check the Allow all CRM users to access this contact box and choose the necessary option: for reading or for reading/writing.
   You can also enter your own tags that will be added to the contacts in the list by clicking the Add Tag link.
7. Select the users that will be notified when a lead is added to the contacts list by clicking the Add user link within the Notify Users section.
8. Click the Generate Form button.

After that, the Form Source Code area will appear, letting you copy the source code of the created contact form. But first of all, preview the form, and then if you are satisfied with the result, you can copy and paste the code onto your website.

Helpful Hints

I can't create a form as my redirection URL isn't correct. How do I solve the problem?

Make sure you entered your URL starts with http:// or https://.

Is it possible to add customized fields to the Website Contact Form?

Yes. If you want to add customized fields to the Website Contact Form, go to the CRM module, click the Settings option, then choose the Other settings section and click the User fields item. Here you can create a new user field, which will be displayed in the Field Selection section on the Website Contact Form page.