Táve gives you the ability to create contact forms that you can add to your website to capture new Leads.
Let's build a contact form together!
Creating Your Contact Form
In Settings › Contact Forms, click the button that says "New Contact Form"
On the next page, we'll name our contact form, set the direct URL, give the page a title, add an intro message, and configure the fields.
There are a few things we should look at here before we move on to configuring the fields.
Setting the Job Type or Letting Clients Choose
First off, let's explore setting the Job Type. Above we have the Job Type 'Determined by the "Job Type" field' below. That means that the person filling out the contact form will choose from a list of Job Types. This is perfect if you only want to have one contact form on your website for everything. However, since you can create as many contact forms as you'd like, you can set up the Job Type to be something specific and give it a specific URL.
Setting the Job Role or Letting Clients Choose
Similarly for the Job Role of New Contact, you can leave this as 'Determined by the "Job Role" field' to allow your client to select from a list of available Job Roles, or set this to a specific Job Role, so new leads always use this Job Role for the contact.
NOTE: If you specify the Job Type or the Job Role in the top details of your Contact Form, those won't show up as options for your clients to select from on your Contact Form. If you want clients to select Job Type or Job Role on your contact form but don't see them as fields, be sure to check the top settings as it's likely you've specified those there. Changing them in the top details settings back to 'Determined by ... field' will show those fields in the Field Configuration section.
Configuring the Contact Form Fields
Next, we'll edit the fields we want to have displayed on our contact form. Notice there's an option field for Source. Those are your lead sources (where your leads are coming from). Learn more about customizing your lead sources here.
You can choose which of the fields are Required, Optional or Hidden. You can also drag & drop your fields to reorder how they appear on your contact form.
You can change any of the Labels to have control over the wording of those questions on your form. For example, you may want to make it more personalized:
If you have set the Job Type to 'Determined by the "Job Type" field' you'll see a field for this. You can configure the options to choose exactly which of your Job Types show up for clients to select from. You can also drag & drop to change the order those appear in on your contact form, and change the wording of how those display in the Display Option As field. Updating this won't change your Job Types in Táve, but you might want to use more client-friendly wording here.
After Submission Settings
Next, set up what you want to have happen after a client submits your contact form. You have three options to choose from and you should only pick one.
Continue to URL: enter the full URL here (including the https://www at the start) if you want clients redirected to another URL (e.g. a custom Thank You page on your website).
Continue to Questionnaire: use the dropdown to select one of your questionnaires if you'd like clients to fill out a questionnaire directly after submitting the contact form. Be sure to add a thank you message in the settings of that questionnaire, which will display after that has been submitted.
Or simply display this message: enter a message you'd like clients to see once the contact form has been submitted. This is a great place to thank them for contacting you and let them know when they might expect to hear back from you.
When you're finished, click Save & Continue at the top!
Viewing Your Contact Form
If you want to view your form, you simply need to click the link button next to the direct URL (the square with the arrow inside), or you can copy the full direct URL and paste it into a browser:
That's it! You've created your first Táve contact form 🎉🎉🎉
Adding New Fields & Embedding Your Contact Form
Next, learn about adding new fields to your contact form and embedding it into your website: