In this article we will go through which form you use for which purpose and how you set up the different fields and settings.

Find your forms in webCRM under Setup --> Forms.

You can edit existing forms or create a new one by clicking on the blue + (plus) in the top right corner.

When creating a new form, enter the form's name (internal working title) and choose whether it should be public or private.

With a public form, you get a URL that can be shared, allowing anyone with the link to access the form.

Examples of public forms with a public URL:

A private form can only be shared via a merge field in an email template and will be sent to individuals already created in webCRM, since these are used to edit their own data through a link.

Examples of private forms linkable in templates through merge fields:

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"Send" is the button used to submit data when the fields are filled out. You can rename it to suit the content of the form.

In the content field, you can provide a description of the form, explaining what you want your customer to do or ask a question.

Drag the content field to where you want it and click on the pencil icon to write something.

In private forms, you can use merge fields in your description, such as the person's name or ticket number for a support case. When using merge fields, webCRM inserts the correct data each time.

Drag the image element into the form and then upload an image or enter a URL.

The fields you can drag in here, can either be mapped to a field in webCRM or be a free-form field that can be written in without being saved in a webCRM field. However, what is filled in here will be shown in the log as a comment then.

You can also drag already mapped fields into your form if you pick them from entity fields, located just below:

When setting up your form, simply drag the fields you want customers to fill out. When you drag them from here, they are already mapped to the fields in webCRM.

In a public form, these fields are already created and set as mandatory by default.

Organization and last name cannot be deleted.

Under Settings, choose what should happen behind the scenes.

Choose whether the entered form data should be automatically created and saved in webCRM, or if you want to manually review the submitted forms (turn off Automatic Process).

You can choose that the form is only available for a specific time period and can choose to disable it afterward, such as for a deadline registration.

For an "Unsubscribe from the newsletter" form, we recommend leaving it set to "Never Expires," which is the default.

The title will initially be the same as the internal title of your form, but what is written under the title will be displayed in the browser when the form is shown, allowing you to change the public title here.

Here you write the message you want to display when a form is submitted.

Under Type, you can choose either Show Message or Redirect. If you choose Redirect, you can enter a URL to redirect the customer to.

Here, you can set up if something needs to be recorded in webCRM that the customer does not enter via the form, such as if an activity needs to be created, or some fields need to be marked on the organization or contact.

In the example below, I have chosen that, in addition to the mapped fields that my contact person fills out, the contact person's status should be set to active, and there should be no checkmark in the "Block mass emails" box.

The gray fields are those already mapped and shown in the form.

Additionally, under Mode, choose how webCRM should check for duplicates in your form.

There are the following options:

Below Organization and Person fields, it is possible to add more entities and their respective fields. These fields are still hidden fields, but once added here, they will also be visible under General as entity fields, already mapped and can be dragged into the form.

Continue to Design to see how to change colors, sizes, etc.