What are Enquiry Web Forms?
CRM Enquiry Web 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 Web Forms can be created via the Global Create menu or via the Forms 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.
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.
Once your Enquiry Web Form is created, you can add the Form URL, Destination URL, and decide on the styling:
Form URL: For security, the form will be locked down so that the form only works when it's deployed on a URL that matches this Form URL. The match is a partial match and supports a * (asterisk) wildcard. For example:
“mydomain.com/help” will match a specific help page
“mydomain.com” will match any page on that site
“mydomain.*/help” will match the help page on mydomain.com and mydomain.org
Destination URL/Redirect URL: This is the page on your website where the form will be added/displayed.
Remove automatic styles (CSS) from this form - If you choose to remove automatic styling (toggle on/blue), the HTML form will be generated without any formatting via in-line styling. This offers more flexibility but will require updates to specify the styling and layout in your website's stylesheet.
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. You can populate your form with both standard and any custom fields you've configured (any custom fields will automatically appear in the form editor once you've configured them).
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.
The label field will be used to label these custom fields on the form and on the enquiries that are created from it. It is best to set an appropriate label on these fields so that you can easily tell in the enquires what custom field was populated with this information.
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 “Remove automatic styles (CSS) from 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.
If you choose to remove automatic styling (toggle on/blue), the form will look like this:
As you can see, the form has been generated without any formatting via in-line styling. This offers more flexibility but will require updates to specify the styling and layout in your website's stylesheet.
Once happy with your form, click 'Save' to confirm your changes.
Step 7: Configure reCAPTCHA
Now that you have configured your form, you will now need to configure your reCAPTCHA integration. Click here to learn how.
Please Note: The form embed code will not be available until reCAPTCHA has been correctly set up in your Workspace
Step 8: Copy Embed Link
Once you've configured your reCAPTCHA 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.
Please note: If you need further help on how to update the CSS of your website to change the output formatting of the form, have a look at CSS help sites like this one.
Step 9: 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.
We love this example from Prospect CRM customer, Creative Hut! Here's how they've embedded a Prospect Enquiry Web Form on their website to obtain contact information for prospects.
Step 10: 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, Problem or Contact/Company (using the 'Convert' button) or just delete 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.