OnePageCRM Web Forms

OnePageCRM's Web Forms allow you to create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into OnePageCRM as leads.

Please note: 

  • OnePageCRM Web forms are available on the Professional (up to 3 web forms) and Business plans (unlimited).
  • OnePageCRM Web forms are not available during the Trial period.
In this article:
Access Web forms Configure your Web Form
Build your Web form Grab code or URL Link

Access Web forms

1
To access the OnePageCRM Web forms click on your User/Profile icon (top right-hand corner) → Apps and Integrations → under Lead Generation Apps → select Web Forms.

2
You can access all your saved Web forms on the Configuration page.
Here you can:
  • Submissions - Amount of submissions received.
  • Notification emails - Email notifications are enabled/disabled after each submission.
    • The checkmark indicates notifications are enabled.
    • The X-icon indicates notifications are disabled.
  • Published - Enable/Disable to accept submissions for these Web forms.
  • View, edit, clone, or delete your Web form using the eye, pencil, clone, and bin icons.

Notes:

  • If there is at least 1 submission, you can view a list of the submissions by clicking on the number. 
  • If you delete any contact submitted from a web form, the number of contacts submitted does not change, however, when you click through to view these contacts the deleted contacts will not be visible.

Build your Web form

Under the Configuration tab, click + Add new.

Customize the Web form Add Fields

Customize the Web form

1
Under the Build section click on Untitled Form to configure the following:

  • Title: This is the name of your web form and will be displayed to your leads at the very top of the form.

  • Description: Add here any instructions or notes that you want your leads to read before filling out the form. This short description will appear below the title.

  • Color settings: Use color settings to create a custom look for your web form.
    • You can change:
    • Background
    • Border
    • Text color

Note:

  • The Background color can also be set as transparent.
  • If you change the Background color, please make sure that the text is visible.
  • Make the Border invisible by clicking on None, if you don't want to add a border.
  • Reset the Color settings by selecting Reset style.
2
Click on the Submit button to configure:

  • Button title: This will be displayed on the button to your leads.
  • Button color: Customize the color to suit your Web form.
  • Outline style: Select the style that fits best for your Web form.

    • Note: You can choose between:

    • A button with a color fill.
    • A button with a transparent background and a visible border.

    Add Fields

    1
    To add a field, click on the plus icon (+) → select the field you want to add to your web form.

    You can select from the following:

    Contact Fields
    		Organization fields
    • First name and last name
    • Job title
    • Phone
    • Email
    • Contact URL
    • Message (saved in Background field)
    • Consent
    • Address, City, State, Zip, Country
    • Contact Custom Fields
    • Organization name
    • Organization Phone
    • Organization URL
    • Organization Custom Fields

    Note:

    • Your web form must contain at least one of the following fields:
      • First and Last Name
      • Organization Name

      • Email address - If out of these 3 only the email address field has been filled in by your lead, the words in front of the @sign will be saved as the last name of the new contact in the CRM.

        E.g. 'jane.doe' will be saved as the last name if 'jane.doe@example.com ' is submited.

    • If you require consent from your leads, you can select the Consent field from the list. Once selected by your lead, it will be saved in the Background field of the contact details in OnePageCRM.
    • The Consent field is automatically set as a required field when selected. 
    2
    By clicking on the individual field you can:
  • Rename the selected fields.
  • Make a field required by selecting the checkbox.
  • Add placeholder text (optional) - Displays an example and can provide additional information to your leads on how to fill a particular field.

    • Notes:

    • In OnePageCRM, either the last name or organization name are required to create a contact. To ensure a contact is created successfully after submitting the web form, set at least one of the following fields as required:
      • Last name
      • Organization
      • Email
    • You can mark any field on your web form as required, if needed.
    • Marking a field as required will ensure that your leads fill out a particular field.
    • Required fields will be marked with an asterisk (*) on the form and a warning message will be displayed to the user if they have not filled out the field.
    • When renaming a field name, it will be changed only in the web form. The associated field will not be renamed in your OnePageCRM account.
    • If the Custom Field is set as mandatory in OnePageCRM, it will be automatically marked as required in the web form. You can remove the requirement by unchecking the Required field checkbox. However, this will not change the setting of the mandatory Custom Field in OnePageCRM.
    • Deleting a Custom Field in OnePageCRM will not remove it from your web form. Data submited for this field will be saved under the Background field of the new contact. 
    • If you add, edit, or remove a custom field dropdown or checkbox option, it will be updated in the web form field automatically. 
    • Placeholder text is not available for dropdown and checkbox field types.
    3
    To re-order the form fields simply click and hold the dots icon to the left of the field → 'drag' it to the preferred place and 'drop' it.

    4
    To remove a field from your web form click on it and select the bin icon.

    5
    Once the Web form is finished, scroll to the bottom of the page → click Save & Next to move on to the Configuration.

    Configure your Web Form

    The Configure stage contains the submission and contact configuration. 

    1

    After submitting

    Here you can configure what happens after your leads have successfully submitted the web form.

    From the dropdown you can select between:

    • Go to URL: This sends your leads directly to an external URL. Add here your preferred URL.


    • Display message: This message will be displayed to your leads once they have submitted the form. Type your text in the provided field.

    Note: You cannot type more than 300 characters in the display message box.

    2

    Contact configuration

    Here you can configure how the submitted leads will be added to your OnePageCRM account.

    • Set Next Action: Add text and date to your Next Action (ASAP, tomorrow, or Today). If you don't want to add a Next Action, leave this field blank.
    • Team member: Assign the newly created contact to one of your team members by selecting them from the users' list, this is not optional.
      • Enable or disable the email notification for the selected team member. If enabled, they will receive a notification after each submission of this web form.
    • Set lead source: Select one from the list, if needed.
    • Set status: Select from the list, this is not optional.
    • Apply tags: Type the tag you want to add or use the arrow to select it from the list if needed.

    3
    Once the configuration is completed click on Save & Next to grab the code or URL link for your web form.
    Select Back to go to the previous step.

    Grab code or URL Link

    1
    There are 2 ways to share the Web form:
  • Copy the URL - It is automatically generated and leads to a separate web page where the Web form is hosted. Anyone with the link can visit and complete it. You can add this link to an email, comment, message, or anywhere else.
    • Or...
  • Copy the Code - The code is automatically generated and can be embedded straight into a website. Let visitors fill in the form without leaving your website. Just add it to the HTML of the web page where you want the web form to be displayed.

    • 2
    Click on the copy icon to copy the URL or the Code.

    3
    Complete the Web form by clicking on Finish or to go to the previous step select Back.

    Notes:

    • You can select if submissions for this Web form are accepted, by toggling the option for Accepting responses. It will keep the web form unpublished allowing you to save and publish it later.
    • You can also Exit Web Form Builder by selecting the icon at the top-right at any stage to finish it later.

    Note: If you exit web form edit mode by clicking on the Exit Web Form Builder icon, all unsaved actions will be discarded.

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