How to use Webform?

Webform is a module accessible via the menu in the marketing section.

Webform allows you to generate a form with a unique URL or that can be integrated in any website.

What can you do with web form?

  • Create form for
    • Contact (create a new contact from the form)
    • Lead (create a new lead from the form)
    • Event (available for lead and contact) if checked, it will allow creating an event (ex, meeting request)
    • Feedback (create a review/feedback with a rating for a user or property from the form)
    • Ticket (create a support ticket from a form)

How to create and configure a Form?

  • Name your form
  • Select the module you want your form is linked with
  • Content
    • The title of your form will appear on top
    • Text before the form
    • Text after the form
    • Event: if checked, it will show new tab where you can set the calendar, meeting times and timeslot possible to book)
  • Fields
    • Select the fields and make them mandatory or not
    • Configure the hidden fields (ex-campaign related, to who the record will be assigned)
  • Style
    • Background color
    • Border color
    • Input
  • Code
    • The generated code to insert into your website
    • the unique URL link
    • the QR Code

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