Your Contact Us Form allows you to funnel prospect information into your Clubworx account automatically, while also easily managing your prospect's queries.
Adding sections to your Contact Us form
To add extra sections to your Contact Us form, navigate to Settings then Customize Contacts. Choose the edit (pencil) button for the form section of the profile you'd like the custom field to appear in. For example, to manage fields like birth date custom fields you would like to add, select edit on the Contact Information within the Customize Contacts section and toggle the desired fields on or off, or create a "New Field'.
Then scroll to the bottom of the page and select New Field:
Then choose the field type:
Text field: Allows contact to type in an answer
Checkbox field: Provides a box for a contact to tick (or leave unticked)
Date field: Allows contact to select a date
Number field: Allows contact to enter a number only into this field (no additional text)
Currency field: Similar to a numbers field, but your currency symbol will show at the beginning of the field
Percent field: Similar to a numbers field, but there will be a % symbol at the end
Weight field: Similar to a numbers field, but there will be "kgs" or "lbs" at the end (depending on your unit of measurement)
Drop select field: If you have a range of pre-filled answers that your contact can choose, this allows you to provide those. Then your contact can select one of those options when they fill out the contact us form.
System Date Fields: Includes fields like Creation date and Last Updated date, which can be toggled on or off to customize the information displayed on the Contact Us form.
This will now appear on your Contact Us form:
Managing System/default Date Fields
You can customize the visibility of system date fields such as Creation date and Last Updated date. These changes apply to all instances of the Contact Us form across your account.
When the Submit button is pressed by the prospect, they will appear in your Clubworx account if the contact's email is not already attached to your account.
You will also get an email with their information:
You can also head to Reports and go to the Contacts tab to check the Contact Us Form Submissions report:
Where to find the contact us form?
If you use the free Clubworx website, you'll find the Contact Us form under the Contact Us tab:
If you have your own website, you can use the Clubworx Contact Us Form externally. Simply head to Settings > Website > Integrations and click Copy the HTML code to your clipboard under the Add Your Contact Us Form section which you can then paste into the code of your own website:
If you want even more flexibility with lead funnels, you can check out this video on how Clubworx integrates with Zapier.
FAQ:
Q: I want to remove the date of birth date and address field sections from the "Contact Us" form
A: Please contact our support team at support@clubworx.com and we will be able to organise this for you
Q: I want to change the colors of my contact us form
A: Go to Settings>Website>Website Design to change the main color of your contact us form.
Q: I want other staff members to get the email notification when a new prospect signs a form
A: Go to Settings>Account Profile then choose Email Settings and under the New website enquiry section, choose Send to other recipients and list all the email addresses who you'd like notified when your contact us form is signed (be sure to include yourself if you'd still like to be notified!)
Q: Can I turn off multiple date fields at once?
A: Yes, you can toggle off multiple date fields, such as Creation date and Last Updated date, by navigating to Settings > Customize Contacts > Contact Information and toggling off each field you do not want displayed.
Q: Does toggling off a date field affect existing data?
A: No, toggling off a date field only removes it from being displayed on the Contact Us form. The underlying data remains intact in your account.