Plan wise limits :
For any business, capturing their website traffic and converting visitors into leads is an activity of great importance. Setting up a form can help you capture all your website visitors and convert them into leads with ease. Web forms by Freshsales is a sincere attempt at streamlining the activity of lead generation and bringing it onboard your CRM. Follow these steps to set up Web forms on your website:
There are two major steps to set up Web forms successfully:
Creating and customizing the form and obtaining the link
Integrating the form link on your website
Setting up Web forms:
Login as an Admin on your Freshsales platform. (Note: Only Admins and Account Admins have access to edit and set up Web forms)
Click on to the Gear icon. This is the Admin settings button and opens the Admin settings page.
On the Admin settings page, head on to the Integrations row and click on the Web forms button. This opens up the Web forms page that comprises of a list of all the forms created hitherto.
- Clicking on the Web forms button opens access to creating two different types of forms:
i) Classic Forms
ii) Smart forms
- As you are looking to set up a Classic form, click on the Create and view form button to access the page dedicated for this purpose.
- Clicking on the Create and View form, gives you access the Classic forms page where you can view all forms created previously.
For creating a new web form, find the Create Web form button on the top right of the page and click on the same. This leads you to the page where you can create Web forms.
On the Create Web form page, you will be presented with a host of options to set up and customize your web form. Read the table below to understand the different form fields.
What they mean?
This field requires you to give a name to your form. To ease with identification, maintain a naming convention that helps you identify the form as this is only for internal purposes and will not be visible on the form.
Example: Sign up form, Request a demo or Submit your queries,etc.
Email address to notify when the form is submitted and record is created
Feed the email address to which all notifications will be sent. Whenever a form is submitted, a lead will be created on Freshsales and the notification will be sent to this email.
After form is submitted
After the form is submitted, you can either:
- direct them to another webpage
Based on your preference, add the exact message or the web page’s link here.
Choose if you want your web visitors to be added as Leads or Contacts. You can also choose to create a deal with the contact.
Update existing record overwriting values
Checking this option prevents duplication of records. As soon as the form is submitted, the platform looks for existing records and matches them by email address. If a lead/contact already exists in Freshsales, the records gets updated and prevents creation of a new one.
Enter what the heading of your form should read in this field. This will appear on the top of the form.
Choose a field to add to the form
This option allows you to add new fields to your form.
Your form comprises of lead fields that allows you ask relevant questions to your customers and get back responses for the same. For any lead field, there are two options that are available.
Enter a brief message that you want to convey to your web visitors before they fill the form.
Customize the look and feel your form
Clicking on the Preview button allows you to check how your form might appear and use the same to refine its appearance to your specifications.
Clicking on the Link button saves your form and creates the code snippet and a custom URL for your form.
Clicking on the save button after making changes on your Web form allows you to publish the changes in real-time. Alternatively, clicking on the Link button after making changes autosaves your form.
Your form is now ready and can be integrated on your website. Here's how the code will appear like:
Web forms Integration on WordPress:
Note: To integrate Web forms on WordPress, you require a Business Plan. Please ensure that your current WordPress plan is upgraded to the Business plan for you to embed Web forms on your site.
When it comes to setting up Web forms, it is important to understand that the script is embedded on the codebase of your website’s frontend. Hence, all edits should be carried out on the website’s themes for it to work effectively.
On your WordPress website, find the My Site button on the top left corner of your page and click it. This opens the Site Customizer and gives you access to a dashboard.
The Site Customizer dashboard gives you access to a host of functionalities and allows you to carry out customizations on your website.
Go to the Site Pages menu and click on the same. This gives you access to the various pages that are present on your website.
On the Site Pages, find the "Contact Us" page of your website (or any other page where you wish to embed Web forms). Click on the button associated with the page. This gives you options to carry out various actions pertaining to that page.
Paste your Web forms code here. If you intend to customize your web forms, follow these instructions and modify the UI of your web forms. Upon pasting the relevant codes, hit on the Update button for the script to run and apply the desired changes.
Your form will look like this:
Accessing Leads/Contacts generated through Web forms:
- Whenever a website visitor fills your form, He/She will have to fill all the fields provided in order make a submission. Here's how a completely filled form appears:
- Clicking on the Submit button creates a Lead/Contact on your Freshsales depending on how you have configured your form to be.
- When you have leads that are from several sources, you can filter the leads from your web forms by simply going to filters and applying the filter for Source.
- Under Source, choose Web forms. This brings up all leads that were created through web forms.
- Here's how your Leads/Contacts will appear on Freshsales:
Q: Can I delete my form?
A: Yes. You can use the delete icon to delete a form. The existing Leads from the form will still have the source and other fields with the values mapped from the form submission. But, no more new Leads or Contacts will be created from the submission.
Note: Make sure to remove the code snippet from your website before you delete the form in Freshsales.
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.