Requirement: The requirement is to establish a system for utilizing online customer forms on the company’s website. These forms serve the purpose of gathering information from customers, leads, and contacts, allowing customization of form appearance. It is necessary to provide options for linking to the form, embedding it within the website, handling duplicate records, creating contact records, and customizing the form’s visual design.
Summary: The company requires a solution to effectively manage online customer forms, enabling the collection of customer, lead, and contact information from the website. These forms can be customized in terms of appearance and can be linked to or embedded within the website. The system should handle duplicate record prevention, support contact record creation, allow customization of form templates, and require JavaScript enabling in the user’s browser for form access.
Solution:
- Online Customer Form Creation and Customization:
- The system should provide the capability to create online customer forms tailored to specific needs. These forms should be customizable in terms of appearance, allowing the company to match the form’s design with the overall look and feel of their website.
- Form Publishing and URL Generation:
- Upon saving an online customer form, the system should generate an external URL for the form. This URL, available in the External subtab under the Publishable Form URL field, serves multiple purposes.
- Linking to Online Customer Forms:
- The generated form URL can be used to create links on the company’s website. By including various parameters in the URL, fields on the form can be automatically pre-populated with specific information.
- Embedding Online Customer Forms:
- The system should support embedding online customer forms directly within the website. This allows visitors to complete the form seamlessly without being redirected to a separate page. The form should be displayed within a designated section of the website.
- Handling Duplicate Records:
- To prevent duplicate records, the system should compare the information entered in specific fields on the form with existing records, such as Email Address or Phone Number. Configurable settings should determine how the system handles duplicate information, ensuring data integrity.
- Contact Record Creation:
- Online customer forms should facilitate the creation of contact records. When a customer or contact submits the form, the system should automatically generate a new contact record in the CRM system based on the provided information.
- HTML Template Customization:
- The system should support the creation and customization of HTML templates for online customer forms. This allows the company to design forms that align with their website’s branding and aesthetics, creating a consistent user experience.
- JavaScript Dependency:
- Before customers or contacts can access online customer forms, the system should require users to have JavaScript enabled in their browser. This ensures the proper functioning and interactivity of the forms.
By implementing these solutions, the company can effectively utilize online customer forms on their website, collect accurate and relevant information from customers, leads, and contacts, prevent duplicate records, facilitate contact record creation, and maintain a consistent visual identity across their online forms and website.