- Create Web Form
Create customizable web forms that can be embedded into your existing web site or share the forms as link to automatically create, deals, contacts and companies.
- Go to Settings->Web Forms
- Click Create New Web Form
- Enter title and choose your brand primary colors
- Click Create
After the web form is created, you will be able to add sections, style, choose default pipeline or stage and configure submission options.
The editor tab is the first tab and the tab where you will be creating your form, adding sections like fields or simple message/text sections, by adding fields, you are defining the data you will be collecting via the form.
By default Concord CRM has one Introduction section and one Submit, these sections are default and cannot be removed as the form needs submit button, however, if you don't need the introduction section, you can leave it empty and the section won't be shown on the form.
If you want to add reCaptcha verification for the form, make sure that reCaptcha is configured as per the docs guide, then enable reCaptcha by editing the submit section, hover the section and click the edit icon located on the right side.
To create new section just hover over the form sections area, and you will be able see a plus sign (+), click the button where you would like to add the next section of the form.
When adding section, you can choose from Input field, File field and Message.
You can choose from all the Concord CRM predefined forms fields and add any additional custom fields you have created. To mark the field as required, you can check the required checkbox just at the bottom of the field section block.
When adding message section, this section is just a simple text section where you can add any text you are in need, the message section can be used if you want to create forms with additional information and explanations for your potential customers.
What should happen after a visitor submits this form?
Display thank you message
This option allows you to show a success message to the user after the form is filled, for example, if you are promising an e-book after the user fills the forms, you can add a link from the e-book so the user can download after the form is filled, or simple as success message.
Redirect to another website
After the form is filled, the user will be redirected to the provided URL, usually this option can be used if you have a custom made
Deal Title Prefix
For each new created deal via the form, the deal name will be prefixed with the text added in the field for easier recognition.
Select the pipeline the deal will be saved.
Select the stage the newly created deal to belongs by default, for example, this can be your first stage name e.q. "New" or "Web Form".
Select sales rep that will be by default responsible for the web form being edited submissions.
- You can add unlimited number of e-mail addresses, the added email addresses chosen to receive notification when the specific web form is submitted, will receive the Web Form Submitted mail template
Choose your company branding primary color, will be used to style the button, add borders on the fields etc...
If needed, choose the background color of the form to fit your branding.
The locale will be used in most cases for validation messages because Concord CRM cannot translate the custom labels you had added for the fields.
Concord CRM web forms can be embedded on any website so you can start capturing leads, the web forms can be embedded into multiple websites and all of the submissions will go straight to your Concord CRM installation.
- Copy the code snippet below
- Paste the code right where you want the form to appear in your template or CMS editor
- You can also share the link directly with potential customers or existing customer to fill the form, the design is pretty decent and we do believe that you should get better conversions.
When entering the snippet to your CMS, make sure you are in “code editing” mode.
You must place the iframe snippet on a website that uses the same protocol like your installation, for example, if your Concord CRM installation uses https:// url, you will need to add the iframe in a website that uses https:// url, adding on a non-https url, will prevent the form from loading.
After the web form is submitted, Concord CRM will create 1 deal and 1 contact, if you added any company related fields, new company will be created as well that will be automatically associated to the deal and the contact so you can have a clear overview.
Concord CRM will log an activity to the deal, contact and company(if created) that will shown all the data from the web form submission.
Because either the contact email or phone fields are required to be present and required on the form, Concord CRM is searching for duplicate contacts based on the email address or phone field.
First, will check if the contact already exists with the provided email address, if not, will check if a contact with the provided phone number exist, if any contact found either by the email address or the phone, will be used as existing contact.
When Concord CRM finds existing contact, will update the contact information from the data provided via the form submissions and additional activity log can will be logged with all the web form submission data.
The duplicate process for companies is the same for contacts (see above) except the the duplicate validation is provided based on the company email address field or the company name.
Of course, the deal is created each time a web form is submitted regardless of the duplicate situation.