Marketing Automation - Webforms

Webforms

Create personalized web forms to capture leads from your website

BzCRM Webforms allows you to customize and personalize them according to your business requirements and embed them within website to capture leads landing up on your website. Visitors providing details on website through the embedded webforms are automatically added as a lead into BzCRM.

Creating Webforms

Follow few simple steps to create a Webform

  1. Click icon and click Settings.
  2. Click Webforms under Automation.
  3. Click in the top right. You’ll be navigated to Creating new webform view.
  4. Enter the information related to the web form in Webform Information related block. Please refer the table below.

Name Description
Webform Name Provide a unique Webform name. This is just for your reference.
Return URL Provide a URL to which your users should be navigated after successfully submitting details.
Status Click on the checkbox to make the web form active. You can disable the checkbox if you decide not to use the web form.
Description To provide more details about web form. This is just for your reference.
Module Select the module in which a record should be created. Vtiger can use web forms to create leads, contacts, organizations, opportunities, tickets, or vendors
Assigned to Select a user or a group to whom records should be assigned.
Captcha Enabling captcha will prevent your web page from bots that may generate unnecessary Leads due to some automated script. It is highly recommended to enable this.
  1. From User Assignment block, assign the newly generated leads/contact records from the web form to different users in your CRM in Round-Robin fashion. You can select the users on the right side in the Users list.

  1. From Field Information block, select the fields that you want to include in your webform. For instance, the fields you’d select in ‘Contacts Field Information’ block will be displayed on your web form when you integrate it into your website.

Note! Mandatory fields are automatically selected.
Field Description
Add Fields Add all the fields in the order you wish to have in your web form from the options provided. After adding you can again reorder the fields within the Add fields input box by dragging and dropping them. After the rearrangement, make sure you click the Save fields order button to save the sequence.
Mandatory Enable the checkbox to make the corresponding field mandatory for the users to fill in.
Hidden These fields are generally used in tandem with Override Value. Its purpose is to have a fixed value for a field when a record is created from the web form. For example, if you want to know which Lead came from which source, you need to select the Lead source field part of the webform, but make it hidden and select an override value. Now when user submits the form, he cannot see the Lead source field (as it is hidden) and when it creates a Lead it will show the Lead source as that value which was selected as override.
Field Name Fields selected in Add Fields field are displayed in this column.
Override Value The value you would provide here will override the value entered by users.
Webforms Reference Field This will come handy while mapping with another CMS like Wordpress. The field name must match the Webform Reference Field.
Note! Link related record to the parent record created via Webforms.

For instance, an existing contact creates a Case via webform, this case is attached to the related contact in the CRM.

  1. Attach the file which is linked to the Contact record in BzCRM on submission. Click on File Upload Field for allowing the customers to attach the document.

    Now click
  1. Save to update changes. After save, two fields are automatically updated in the list view.

Generating Ready-to-use HTML Content

After successfully creating a web form, you will be navigated to the detail view of Webform. Click on Show Form button and copy the HTML content to your website.

Done! Your website visitors are now going to be Lead records in BzCRM.

Integrating Existing Webforms

You might be getting your work done with different webforms on your website already. To integrate your existing webforms with BzCRM, you’ll need to establish a relationship between your existing forms and BzCRM. This is where Public Id and Post URL will come in handy. They are automatically generated after you would successfully create a webform in BzCRM. You can find them in the detail view of your webform record.

  1. Public Id: The value in this field is used to establish a connection between the existing form and BzCRM forms.
  2. Post URL: The value in this field specifies the location of the module where information should be submitted.

Public ID

Builds the relationship between the existing form and BzCRM

(input type="hidden" name="publicid" value="Paste Your Public Id Here")

Post URL

Specifies the location of the module where information should be submitted.

(form name="Place Your Webform Name Here" action="Paste Your Post URL Here" method="post" accept-charset="utf-8")

Modifying Field Names in Your Existing Webform

Your existing form might have different field names. The names should be changed according to the Webforms Reference Field name. The values will be found in the detail view of your web form record in BzCRM.

For instance, First Name will be termed as the first name in Webforms reference Field.

Integrating Wordpress Forms

This feature enables you to integrate Wordpress forms with BzCRMto get leads right away into your BzCRM account.

Step 1: Mapping The Fields

The process of mapping fields is made simple and straightforward. You’ll need to map fields according to web forms reference fields as shown in the picture below.

Follow few simple steps to map fields

    Install cforms in your Wordpress account. 2. Create a form, add fields and set them according to BzCRM Webform Reference Fields. 3. Include Public Id along with the fields.

For instance, If I have fields like First Name, Mobile, Last Name, Organization and Email in my Wordpress form. The Webforms reference fields will be first name, phone, last name, company, and email respectively.

Step 2: Provide Post URL

Under the Core Form Admin / Email Options, enable the following checkboxes

  1. Use custom input field NAMES & ID’s.
  2. Send form data to an alternative page and paste your Post URL in the text field provided.
  3. Click Save and Update form Settings.
Notes! Public Id and Post URL will be found in the detail view of your web form record in BzCRM.
Notice!
  1. Publicid should be hidden while creating a cform.
  2. Webform reference field should be copied from BzCRM web form to cforms.
  3. The Webform reference field for Public Id field should be publicid.
  4. The general syntax during the field mapping is
Your_Desired_Field_Name[id:paste your webforms reference field name]

How it Works

After setting the things up, you have to create a post to see the Wordpress webform. You can embed the web form in your website and capture the Leads into BzCRM, automatically.

  1. Click Posts > Add New (This can be found on your Wordpress sidebar)
  2. Click cforms Icon
  3. Select your form and click insert.
  4. Click on Publish

If you would click on view post, you should be able to see your form. Your website visitors are no strangers anymore. They will be your Lead records instead. Create personalized web forms to capture leads from your website.