Forms
are used to collect user information and direct them to an event registration
form or Mail Newsletter collection form
After
the user submits the form, the system will store the list of users and from
there the data will be used for the Campaign screen
* Explanation:
o Total Submissions:
the total number of times this form was submitted.
o After the customer
submits the form, the data will be saved at the Leads screen. At the same time,
customers who submit any form will be included in the Lead list of the
corresponding form
1. Create Form
- Step 1: Select the Component menu screen ->
Select the Forms screen -> Select the Add function included in the screen
- Step 2: The system will display the screen Create form first to be able to use the form
builder -> Proceed to enter the necessary values -> Select Save to save
the operation just done and move to step 3
* Explanation:
o
Source: used to select a search engine
(Google, Facebook, Bing,...).
o Status:
used to select the customer's status when submitting the form and save the
information to the Leads screen
o Responsible
(Assignee): used to select the person who will be responsible for the candidate
when the candidate submits the form. Assignee data is taken from Staff screen
o Language:
used to select the language of the Form can be English or Vietnamese or another
language (currently only select and display. Will update to improve in the next
version)
o Submit
button text: used to enter text for the Submit button in this form
o Message
to show after form is successfully submitted: used to enter the content displayed
after submitting the form successfully.
o Notification
settings: used to send notification notifications to selected people. You can
check or not check the option “Notify when lead imported”. If you check, choose
1 of 3 cases:
·
Specific Staff Members: select specific staff
to receive web notifications when a customer submits this form
·
Staff members with roles: select staff members
in the role to receive web notifications when a customer submits this form
·
Responsible person: send web notifications to
the responsible person selected at the Responsible (Assignee) field
o
Auto mark as public: If checked, when Leads
submit the form, it will be automatically added and set as public, all
employees can see this lead.
o Allow duplicate lead to be
inserted into database: If checked, allow the system to store duplicate leads
(the information of the lead is the same). If you do not check, you will not be
allowed to create duplicate Lead and will select the field to catch duplicate
information
- Step 3: The system redirects to the screen below
* Explanation:
o Form
builder tab: used to select the data needed to create the form
o Tab
Form Information & Setup: displays information and configuration of the
form, can be edited here.
o Tab
Integration Code: contains links to share for customers with the designed form
template, allowing to edit the width and height of the form to fit the website.
2. View Form
- Step 1: Select menu Components -> Select Forms screen -> select a specific
form and click View
- Step 2: The system will display the detailed
screen of the designed form
