Your web form fields can be configured to display different default values (for example rates and fees) for different customer audiences, by using the default templates. 

 

For example you can create one template for retail merchants, and another template for B2B merchants.

In this case you would get two separate URLs that you can then deploy via your marketing channels, or by including them on your landing pages.

 

Here is an example of two web form URLs set up for Retail and B2B merchants:

• Retail: https://demo.iriscrm.com/form/retail
• B2B: https://demo.iriscrm.com/form/b2b

 

In this article we provide an example of adding two default templates to a web form, and then deploying them through custom URLs. 

 

Creating a Default Template

To create a new default template for a web form open the web form builder, and click on the Edit Defaults button:

 

 

Next, click the Add New button in the Manage Defaults sidebar, enter the name of the new template in the popup window, and click Add. 

In this example we named for our default template 'Retail':

 

 

Repeat the previous step and add one more template called 'B2B'. 

Once you're done, you should see two templates in the sidebar as shown in this screenshot:

 

 

Now click on the 'Retail' template to select it. 

Note that the template now turns grey which indicates that it is the currently active template.

You can now begin entering and/or selecting the default values on your web form, and when you're done, click the Save button to save your changes:

 

 

Repeat the previous step for the 'B2B' template:

 

 

When the two templates are fully configured, go back to the web forms management page, and click the Manage Links button on your web form to create the custom URLs for the two templates:

 

 

In the popup window that appears, click New Link:

 

 

Name the new link 'Retail' and select the 'Retail' template:

 

 

Note that the system automatically generates the URL slug (in this case 'retail') based on the link's name. 

If you would like to modify the slug simply click on the pencil icon and enter a different one:

 

 

Next, select the group and the users that will be assigned to new leads generated from the Retail template:

 

 

You can now repeat the previous steps to create another link for the 'B2B' template:

 

 

If needed, you can select a different group and users for the second link who will be working with B2B accounts:

 

 

Once you save your changes the links will be shown in the popup window, and you can always edit or delete them from there:

 

 

To copy a link simply click on the copy button in the Actions column and the link will be copied to your clipboard. 

You can then preview the link in a new tab, and finally deploy it on a landing page or in other marketing channels. 

 

Deleting Default Templates

To delete a template simply click the delete icon on the template in the Manage Defaults sidebar:

 

 

Note that you can only delete templates that are currently not in edit-mode. 

If a template is in edit-mode, it's shown in grey color and its Delete icon is disabled. To enable it, simply click on a different template and then delete icon will be enabled again. 

Also there has to be at least one default template set up on your webform (even if it's empty) so that if you start deleting all of your templates you won't be able to delete the final remaining template.