Hi and welcome to this video on webforms where we'll see what Webforms are
and how you can set them up in Zoho CRM. So, let's get started.
Webforms help you capture visitors information from your website directly
into your CRM. You can easily build your webform in Zoho CRM, embed it on your
web page and start gathering submissions. Consider this example, Zylker Inc is a
software development company that offers a wide range of software solutions for
its customers. They have scheduled a workshop for all users to highlight the
application of the features that they offer. Tony, a prospective user finds this
on Zylker's website and clicks the 'I am interested' button which opens up a
webform. He then enters the details required in the web form and submits. Let's switch
to Zylker Zoho CRM account. As you can see here, the data is automatically
captured as a lead. Want to know how this happened? Well, it's quite simple. Create a
webform in Zoho CRM and embed it in your web page. Let me show you how to do
it. Once you have logged into your Zoho CRM account, go to Setup->Developer Space-> Webforms
In the webforms page, select the module for which you want to create
your web form for from the drop-down right here. You can set up a web form for
leads, contacts, cases and any other custom module that you have created. For
the purpose of this video, let's go-ahead and go with Leads. Go ahead and click the
Create webform button here. What you see here is a drag and drop form builder
with the form on your right and a list of fields on your left. Simply
drag-and-drop the fields from the fields list into the form based on what
information you want to collect from your prospect like say, Name, Country,
Email, Mobile, Phone number etc. You can even include an email opt-out field in
your form. People who want to opt themselves out of your newsletters or
other email campaigns can do so by clicking this option. From the advanced
tools tab you can also include CAPTCHA, ask for files to be uploaded or get the
customers consent on the privacy policy of your company. When you drag and drop
the privacy policy, notice that a window pops up allowing you to customize the
text that appears in your form. Enter the text of your choice and click done. If
you find a field unnecessary, you can always delete it.
Click the Delete icon right here and the field will be removed from your form. You
can mark certain fields like Email or phone as mandatory that will help you to
get in touch with your customer. Click the Settings icon, enable the 'mark as
required field' check box and click done. The asterisk on the field name indicates
that the field is mandatory. You could also mark a field as hidden
for example you can add a field Lead Source, choose Contact us as the default
value and mark this as a hidden field. Your prospects will not be able to see
this field while filling out the form yet you can track which records are
generated from this Web form in Zoho CRM. You can even add a tip or a hint to help
your customers with certain fields while filling in the form. Click the Settings
icon here enable the include help link checkbox. You can add a text explaining
what the field represents or add a help link along with the text and click done.
You can further personalize a form by changing the font font size, text colour,
background-colour, alignment and the width of your form. Once you're done building
your form, click preview to see how your form looks. Let's go to the next step.
Under form details, you can enter a suitable name for the form right here.
Like say, 'Contact us.' In the form URL text box, enter the link of the webpage where
the form will be displayed. Enter the URL of your landing page right here. Upon
submitting the form the prospect will be redirected to this landing page of your
website. Next, you can have a lead owner assigned automatically to leads
generated through this webform. You can either choose a specific user for all
the leads or choose a lead assignment rule. You can also add a tag for the
leads acquired from this webpage. Click the tag text box and choose from the
existing tags or create new tags. You can enable double opt-in for your webform
that helps you have a better quality mailing list because your prospects
email has double confirmation. Enable double opt-in toggle switch which sends
a confirmation email to your lead for additional verification. You can choose
to notify the lead owner by email whenever a lead is generated to him
through the webforms. You can choose between a system-generated email or a
specific email template.
When a prospect fills in your webform, he expects to receive an email confirmation.
You can acknowledge the visitor using autoresponse rules that have criteria
to be met so the leads matching these criteria will be taken care of. Email
template can be chosen for leads who do not come under the criteria set by the
autoresponse rule or you can choose a standard reply for all the leads
acquired using the webform by choosing an email template. Enable visitor
tracking to record activity history and generate analytics based on your
visitors performance in your website. When you want to manually validate the
leads that are generated, you can enable this request for approval option and the
leads will appear in the lead approval page in Zoho CRM. Now, you have to
manually approve these records in order to add them as leads in your CRM account.
Now, click Save once all of the settings are personalized. Now we move on to the
'Embed options' window the code for your webform will be available in three
different formats: Source, Embed and Iframe. Choose the format of your choice.
In this case, let's go with source code. Copy the code and paste it in the
webpage where you want the webform to be and voila you have successfully set up a
webform for your web page. Visitors filling in this form will now be
automatically captured as leads in your CRM. Thank you so much for watching this
video. For more information on Zoho CRM please visit us at www.zoho.com/crm/resources