A web form is an HTML form on a web page that lets your website visitors enter their information. A visitor may, for instance, want to subscribe to your company's newsletter by entering their email address and any other data you wish to collect. This information can be then sent straight to NetHunt CRM and initiate a number of automated processes.
Let's see how exactly it works.
Step 1: Start a new Workflow
Go to the left-side panel in your NetHunt CRM workspace —> then click Workflows and "+NEW" button in the upper right corner —> and give your workflow a name.
Step 2: Add starting trigger
Click "ADD STARTING TRIGGER" and pick "Webform submitted"
Step 3: Create a webform that you will use
In the form builder, you can do the following:
Add the title to your form. E.g., "Contact us" or "Reserve your seat for the webinar"
Add the description to your form (optional)
Edit or add the fields that you would like your leads to fill in. Please not that all of the fields that you add will be required.
Edit the text on your submit button. E.g., "Submit", "Sign up", etc.
In order to edit the webform style, click the gear icon in the upper right corner of this window:
Here, you can:
Pick the webform theme: dark, light, blue, or red.
Add the text that will be shown to your leads after the form is successfully submitted.
As a last step of your webform settings you can also enable captcha to prevent spammy submissions.
Hit "BACK" and then "SAVE".
Step 3: Share your new webform
First of all, here you can preview your newly created webform, and if you feel that you need to edit it a bit more, click the "EDIT" button:
When you're ready to share your webform, pick one of the following available options:
LINK: Share the link to it and the webform will open in a separate tab.
DIALOG: Gives you a code that you can insert under the button on your website. In this case, once a lead clicks the button, the webform will pop up on the screen.
For example, you might add a button "Contact Us" on your web page. Once a lead clicks that button, the form will show up on screen.
EMBEDDED: this option allows you to embed the form in your webpage and makes it fully visible to your leads right away.
Pick the way you would like to share your webform, copy the link or the code (you will also be able to do it later) and click "CLOSE".
Step 4: Add an action
This step defines what exactly should be done after the form is complete by a lead.
We pick "Create a new record", since we want all the information submitted by the lead to pop up in our CRM in a form of a new Contact.
Here, you can tell the system where you'd like all this new information to go. We pick the Contacts folder, and map the webform fields to the actual fields in our Contact card. This way, we make sure that for example the First Name submitted by our leads will go to the appropriate CRM field.
Please note that on this step, you can also define whether you would like the following details to be added to your CRM as well:
Landing URL: the page on your website where your webform was filled in by the lead.
Referrer URL: the page a lead came from (on your website) before filling out the form.
Step 5: End workflow.
Before activating your new workflow, we need to tell the system to stop after the required action is completed.
Click "+" and then pick "End workflow".
Your lead capturing workflow is complete. You can activate it by clicking "ACTIVATE" in the upper right corner.
Step 6: Share and test it.
Once the form is active, you can share it and test if everything works properly.
Go to the very first step of the workflow and copy the sharing link:
Insert it in your browser and click Enter.
You can now fill our the form, fill submit and see if a new Contact is added to your Contacts folder.
If you have questions or trouble setting up this automation in NetHunt CRM, email us at email@example.com or schedule an assistance call — we'll be happy to help!