Web forms by Freshworks CRM enable you to convert website visitors into contacts. With web forms, you can enable website visitors to submit their contact information and immediately capture them as contacts on your CRM. In this support article, we will explain how to integrate classic web forms on a WordPress.com account. If you use a different website builder, please follow the logic given below and embed your smart forms code on the source code of your website's footer.
Follow these steps to set up Web forms on your website:
There are two major steps to set up Web forms successfully:
Creating and customizing the form and obtaining the link
Integrating the form link on your website
Setting up Web forms:
Login as an Admin on your Freshworks CRM platform. (Note: Only Admins and Account Admins have access to edit and set up Web forms)
Go to Admin Settings .
On the Admin settings page, scroll down to Marketplace and Integrations and find Web forms under Website Tracking and Marketplace Apps.
Click on Web forms. This opens up the Web forms page and presents you with an option to choose between two types of forms
i) Classic Forms
ii) Smart forms
Click on Create and view form button under Classic form. This opens the page dedicated to Classic Forms. You can view all forms created previously and also create new forms.
Click the . This takes you to the buttonAdd form page where you configure your Web form.
Create and customize your web form on this page. Read the table below to understand the different form fields.
Click the button after configuring your webform. This makes the changes live and takes you back to the Web form list view.
Alternatively, clicking on the Link button after making changes autosaves your form.
Your form is now ready and can be integrated on your website. Here's how the code will appear like:
Web forms Integration on WordPress.com:
Note: To integrate Web forms on WordPress.com, you require a Business Plan. Please ensure that your current WordPress.com plan is upgraded to the Business plan for you to embed Web forms on your site.
On your WordPress.com site, head to the
button and click the same. This opens a sidebar that allows you to customize your WordPress.com site.
On the sidebar, scroll down to the Personalize section and click on the
button. This opens the Theme customizer.
On the Theme customizer bar, scroll down to Widgets and click the same. This opens the Widget customizer bar.
Click the Widget area that you wish to customize. This opens a bar that allows you to add a Widget of your choice.
dropdown and select the option.
Paste the code snippet in the content section of the Widget and click on Done. This will run the code and web forms will be embedded on your WordPress.com website.
Proceed to hit the button on top of your WordPress.com page to save the changes. This is how your Web form will look like:
Accessing Contacts generated through Web forms:
Whenever a website visitor fills your form, He/She will have to fill all the fields provided in order to make a submission. Here's how a completely filled form appears:
Clicking on the Submit button creates a Contact on your Freshworks CRM depending on how you have configured your form to be.
When you have contacts that are from several sources, you can filter the Contacts from your web forms by simply going to filters and applying the filter for Source.
Under Source, choose Web forms. This brings up all contacts that were created through web forms.
Here's how your contacts will appear on Freshworks CRM
Q: Can I delete my form?
A: Yes. You can use the delete icon to delete a form. The existing Contacts from the form will still have the source and other fields with the values mapped from the form submission. But, no more new Contacts will be created from the submission.
Note: Make sure to remove the code snippet from your website before you delete the form in Freshworks CRM.
Q: Can I share the form with my team?
A: All forms are visible to every Admin of an account.
Q: Can I clone or duplicate a form?
A: No. You can’t clone a form. You can edit an existing one or create one from scratch.