What are Enquiry Forms?

CRM Enquiry forms allow you to create embeddable forms that you can add to your website. These forms can then be used to gather details and automatically create Enquiries in the CRM for your team to review and promote to Opportunities.

How do you Create an Enquiry Form?

Please note: you'll need to set up reCAPTCHA integration for Enquiry Forms. Read our guide here first if you've not configured this yet.

Step 1: Create

Enquiry Forms can be created via the Global Create menu or via the Forms (Preview) section within the Marketing section of the navigation menu.

Step 2: Enter Basic Details

The creation screen allows you to set some of the basic details of the form - for example, the name and page of your website where it will be used.

When specifying a CRM user to assign Enquiries created by this form to, you'll also be given the option to send them an email notification informing them that they have a new Enquiry.

Once you've filled in the details, click 'Create'. Please note: Any changes made here or saved via the form editor will automatically be reflected on any instances of this form you've previously embedded on your website.

Step 3: Edit Form Details

You'll now be presented with the form details. Here, you can modify the form by clicking the “Edit Form” button, where a new popup will open allowing you to configure what fields you want to include and their mappings.

On the left-hand side is a list of fields that are currently on your form. Simply drag and drop these to reorder them, or hover over one and click the pencil to edit the configuration of the field. For example, to make it a mandatory field for visitors to complete, you can check the 'Required' checkbox.

The right-hand side of the editor shows you a list of available fields at the top. These are predefined inputs that map directly to fields on the Enquiry record - for example, Phone Number.

Step 4: Add Custom Fields

Under these standard fields are custom fields that you can add of various different input types, such as number and text.

To add a custom field to your Enquiry Form, simply drag and drop the chosen fields from the list to the main form area and configure them as desired. For example, you could choose to add a text area so that visitors can add a custom message when completing the form.

Step 5: Preview Form

You can then preview what the form will look like using the 'Preview' button, where you'll be shown what the form will look like on your website.

Step 6: Add Branding

The “Include styling with this form” toggle allows you to choose if you want to include some standard styling that makes the form look like the above, or if you will manually style it to match your website's branding.

With the toggle disabled and no styling included the form will look like this:

Once happy with your form, click 'Save' to confirm your changes.

Step 7: Copy Embed Link

Simply copy the embed code and insert it into your website in the location you want the form to appear. In the example below, the code has been copied and added to a website that is hosted on Prospect CMS.

Step 8: Preview Website

When you go to the page on your website where the code has been embedded, you should see the form embedded on the page. Push the website changes live when happy with your updates.

Step 9: Check Form Submissions

When a website visitor then submits that form, they'll be redirected to the “Destination Page” configured in the CRM and a new Enquiry will be created.

You can see the Enquiries created by this form from the Enquiries page on the Enquiry Form record, or from the full Enquiries list under the Marketing menu area.

After opening that record, you'll be shown the data that was included in the submitted form, along with a link back to the form record. You can then choose whether to convert the Enquiry to an Opportunity (using the 'Convert' button) or discard it (using the 'Discard' button).

UTM parameters will automatically be picked up from the page the form is embedded on if they're present, and will be stored into matching UTM fields on the Enquiry record, available for reporting on if required.

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