Your CRM enables you to easily design modern web forms that your clients can use to submit required information and documents directly into the CRM.
When your client submits the web form a new lead is created and automatically populated with the information received from the web form.
If the client also submits documents on the form (such as a voided check, driver's license etc.), then those documents will be saved in the lead attachments tab.
The web forms can also be linked to your e-signature applications, so that after the client submits the web form a new e-signature document (for example a merchant agreement) is automatically generated and sent to the client.
In addition to web forms you can also easily create landing pages that link to your web forms.
You can create multiple landing pages for different audiences. Each landing page can be configured to open a web form that's fully set up for a target audience, and that sends new leads to predetermined users and groups.
Continue reading to learn how to begin adding web forms and landing pages in your CRM.
Accessing the Web Forms Management Page
To access the Web Forms management page navigate to Manage > Web Forms > Manage Web Forms from the Home Page:
The Web Forms page shows all of your forms grouped in collapsible sections based on the form type.
To add a new form group click on the New Form Group button:
You can use the buttons on the right side of each group to delete the group, change the group's name, or to add a new web form to the group:
The Web Forms page also comes with a sample web form that you can view by clicking the View Sample Form button:
Adding a New Web Form
Let's add a new web form to the Demo Forms group. We'll start by clicking on the New Web Form button:
A popup window appears where you can set the web form's options:
Here is a description of the web form options:
- Form Name: The name of the web form.
- Type: You can select Fillable Web Form or a Landing Page Web Form.
- Public URL: This is the last part of the URL that comes after your domain name. The URL slug generates automatically based on the form name you entered, but if needed you can also change the slug to something else by clicking on the pencil icon and editing the slug.
- E-Signature Application: If you would like the client to sign a specific e-signature application after submitting the web form then select the e-signature application in this dropdown.
- Form Template: Select a predefined template to start building your form with, or chose the blank form option to start building your form from scratch.
- Default Lead Status: New leads created after the client submits the web form will be saved in this status state.
- Default Lead Group: New leads created after the client submits the web form will be assigned to this group.
After you configure the web form options click Add, and the new form will be created and displayed within the Form Group.
You can now use the form's action shortcuts to manage the form:
Here is a description of the web form actions:
- Duplicate Form: Creates a duplicate web form.
- Manage Links: Enables you to create multiple links that open the current web form. Each link can be set with different rules for lead assignment and web form defaults.
- Edit POST Token: Opens the POST Token settings for the current web form. When a new web form is created then a new POST Token is automatically created and linked to the web form. It is recommended not to modify the POST Token settings as any changes made in the settings may cause the web form to function incorrectly.
- Edit: Opens the web form editor to build or manage the web form.
- Open: Opens the web form in a new tab for preview.
Let's click the Edit button to start building the web form:
The web form editor now opens up with three main editing components including the Form Widgets, the Web Form Area, and the Lead:
To start building the web form, drag the desired widgets from the Form Widgets section on the left and into the web form area.
In the below example, we added the section widget to the web form:
Once the widget is added, click on it to view or modify the widget's properties such as the widget title:
We can now proceed to add the appropriate lead fields to the section by dragging them from the Lead.
In the example below, we renamed the section to 'Company Information' and added the 'Company Name' lead field:
Once a lead field is added to a section, it will be shown in the lead sidebar in green color.
The web form field and the lead field are now automatically mapped. When the client enters the name of the company in the 'Company Name' field and submits the form, the company name will be automatically populated in the 'Company Name' field on the lead too.
Additionally, if the lead fields are mapped to an e-signature document, then the e-signature document will also be automatically populated with the information received from the web from.
You can now proceed to add more widgets and lead fields to your form and complete building the form.
Once your form is completed, head back to the Web Form management page and click Open to preview the live version of the form:
Managing Form Defaults
Once your web form is set up, you can create one or more default templates for the form. Each default template can be assigned to a separate custom URL that you can create from the web forms page (using the Manage Links option).
For example, you can create a default template with pre-determined pricing for a specific marketing campaign, and link that template to a landing page.
Visitors who open the web form from the landing page will then see the default prices that were configured for that specific campaign.
Similarly, you can set up a another default template for a different campaign, and link that template to another landing page.
To create a new default template open your web form for editing, and click on the Edit Defaults button:
You can now manage the default templates in the Manage Defaults sidebar. To add a new default template click the Add New button:
Note: There has to be at least one default template set up (even if it's empty) so that if you start deleting templates you will not be able to delete the last remaining template.
Next, enter the name of the new default template and click Add. In this example we'll create a new template called Digital Marketing:
The new template is now saved and you can click on it to begin editing the default values:
When you click on a default template it will be shown in grey color. After that you can begin to edit the default values directly on the web form. When you're done, click Save and the default template will be saved:
You can now create a new link to the web form, which will show the default values that were set in the Digital Marketing template.
Navigate to the Web Forms page and click the Manage Links button on the web form:
Next, click on the New Link button:
A popup window now appears where you can select the Digital Marketing template, and also select a group and the users that will be assigned to the lead when it is created:
Note: The Public URL slug is generated automatically based on the name of the link that you can enter. However you can change the slug manually to something else if needed.
In the example above, the URL slug was changed to 'special-offer', so that the full URL now becomes https://demo.iriscrm.com/form/special-offer
After you save the new link it will be shown in the Manage Form Links popup where you can copy, edit, or delete it at any time:
Adding a New Landing Page
To add a new landing page click on the New Web Form button, select the Landing Page Web Form option, enter the name of the landing page, and click Add:
Note: If needed you can change the public URL slug by clicking on the pencil icon in the Public URL field.
Once the landing page is saved you can use the action shortcuts to manage and edit the page:
Click on the Edit button to begin designing your landing page. Below is a screenshot of the landing page editor.
Note that Form Widgets sidebar now only shows the widgets that are relevant to the landing page, and the lead sidebar is no longer visible (as the landing page is not intended to show lead fields):
After you design your landing page click Save. You can then preview the page using the Open shortcut from the web forms page.