Web forms enable you to convert website visitors into contacts. With Web Forms, you can enable website visitors to submit their contact information and immediately capture them as contacts on your web application.
In this support article, we will explain how to create a web form on Freshsales and integrate them into a WordPress.com account.
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Web forms enable you to convert website visitors into contacts. With Web Forms, you can enable website visitors to submit their contact information and immediately capture them as contacts on your web application.
In this support article, we will explain how to create a web form on Freshsales and integrate them into a WordPress.com account.
Follow these steps to set up Web forms on your website:
Log in as an Admin on Freshsales. (Note: Only Admins and Account Admins have access to edit and set up Web forms)
Go to Admin Settings .
On the Admin settings page, scroll down to Marketplace and Integrations and locate Web forms
Click on Classic Web Forms, and click on Add web form. You can also view all forms created previously here.
Create and customize your web form on this page. Provide a suitable name for your form.
Next, Add fields to your form. You can choose to create leads or contacts with Web Forms based on your preferences. If you intend to create contacts, you can also choose to create a deal along with the contact.
You can also create accounts while creating Web Forms in Freshsales. When you choose to create accounts, the account fields are displayed. Freshsales creates and associates contacts and accounts based on the Account Name.
Next, choose and add the relevant contact fields to your form. You can select the fields that must be displayed on the form or hide them based on your preference.
Next, Customize text and colors to your form. Provide a suitable title to the form, and add your description. Then customize the Submit button, Fonts, and Colors based on your preferences.
Adding files to Web Forms- You also have the option to set up forms that allow users to attach files upon submission. To do this, select the "Add field for file attachment" button.
- Enter the label for your file upload. Check the “Required” box if this is a mandatory step.
- Select whether you'd prefer to allow multiple file uploads. The CRM supports uploading up to 5 files in a single field, with a limit of 30 MB per file. Additionally, you can incorporate up to 5 file field components.
Note: Your leads can upload up to a total of 150 MB worth of files per webform submission. To prevent abuse of your storage space, there is a limit of 500 MB on the total file size that a contact can upload via multiple updates to a single webform - You can select the file formats that your users can upload
- By default, the files are associated with Contacts. You can also choose to associate them with Accounts and Deals.
- You can also add tags to the uploaded files directly from the UI.
- You can then easily locate files uploaded via the webform by filtering this tag under Contact details → Files →Filter by this tag
This is how the form would appear on your website. Then, configure the Settings of your form. For existing contacts on the CRM, choose if you want to create a new contact or update the existing one. We recommend updating the existing contacts to avoid duplication.
Note: Freshsales updates contacts when the email address matches existing ones.
You can include an opt-in box checkbox to obtain consent from your prospects and customers. We strongly recommend including this in your forms to abide by privacy laws.
Finally, choose what happens after the form is submitted. You can either display a message or redirect to a different URL.
Click the button after configuring your web form. Your form is now ready and can be integrated into your website. You can preview the form that you have just created.
Next, copy the code snippet and place it on your web page to make this form live
Web forms Integration on WordPress.com:
Note: To integrate Web forms on WordPress.com, you require a Business Plan. Please ensure that your current WordPress.com plan is upgraded to the Business plan for you to embed Web forms on your site.
On your WordPress.com site, head to the button and click the same. This opens a sidebar that allows you to customize your WordPress.com site.
On the sidebar, scroll down to the Personalize section and click on the button. This opens the Theme customizer.
On the Theme customizer bar, scroll down to Widgets and click the same. This opens the Widget customizer bar.
Note: The default Sidebar is an entity inherent to this specific theme. The availability of customizable widget areas differs from theme to theme.
Click the Widget area that you wish to customize. This opens a bar that allows you to add a Widget of your choice.
Click the dropdown and select the option.
Paste the code snippet in the content section of the Widget and click on Done. This will run the code and web forms will be embedded on your WordPress.com website.
Proceed to hit the button on top of your WordPress.com page to save the changes. This is how your Web form will look like:
Accessing Contacts generated through Web forms:
Whenever a website visitor fills your form, He/She will have to fill all the fields provided in order to make a submission. Here's how a completely filled form appears:
Clicking on the Submit button creates a Contact depending on how you have configured your form to be.
When you have contacts that are from several sources, you can filter the Contacts from your web forms by simply going to filters and applying the filter for Source.
Under Source, choose Web forms. This brings up all contacts that were created through web forms.
FAQs:
Q: Can I delete my form?
A: Yes. You can use the delete icon to delete a form. The existing Contacts from the form will still have the source and other fields with the values mapped from the form submission. But, no more new Contacts will be created from the submission.
Note: Make sure to remove the code snippet from your website before you delete the form.
Q: Can I share the form with my team?
A: All forms are visible to every Admin of an account.
Q: Can I clone or duplicate a form?
A: No. You can’t clone a form. You can edit an existing one or create one from scratch.