Webforms

Now you can easily turn your website visitors into your CRM Leads with Joforce. You can easily create as many webforms you need in your Joforce and use it in your website, and you can get all your Lead info right inside your Joforce.

Create/edit of webform in Joforce

With built-in option to create webforms, you can easily create and use webforms in your website and capture all your potential Leads info inside Joforce. To create webform,

  • Click on the Profile icon → Settings → Navigate to the Automation section → Webforms → Add Webform on the top right corner

  • In Creating new Webform overlay, add the Following information

  • Webform Information

    • Webform Name - Enter a unique name for your webform

    • Module - Choose the module on which the records are to be created. i.e. It represents the module on which the capture webform info are created as record.

    • Return Url - Give the URL to which your users need to be navigated after successfully submitting the webforms.

    • Assigned To - Select an user or group to whom you want to assign the records.

    • Status - Enable the checkbox to make your Webform as active. If you no longer need to use the webform, then you can disable the checkbox.

    • Captcha Enabled - Click on the checkbox to prevent Joforce from entering unnecessary/ spam Leads.

    • Description - Add some description related to your webform

webform-information

  • User Assignment - It lets you to automatically assign Leads to your Joforce users one after the other based on Round Robin.

    • Assign Users In Round Robin - Enable the checkbox to assign the newly created records to your users.

    • Round Robin User List - Choose the list of user you need to assign the records.
  • Field Information - Add the fields that you need to include in your Webform. These are the fields that are displayed in webform to get information from your Leads.

    • Add Fields - Choose the appropriate module fields that you need to add it in your webform. You can also reorder the fields by simply dragging and dropping the fields within the input box. Once added and reordered the fields. Click on Save fields order.

      • Mandatory - Enable the checkbox to make any of the webform fields as mandatory.

      • Hidden - To make any of your field as hidden i.e. not shown to users, enable the checkbox

      • Fields Name - It displays the set of fields you’ve chosen.

      • Override Value - The value entered by your users will gets override by the value you enter here.

      • Webforms reference fields - This will be helpful while mapping with other CMS.

webform-field-information

  • After entering all the necessary information, Click on Save. Once webform is saved the Public Id and Post URL are automatically populated. You can get the values from the List and Detail view of the Webform.

To edit the webform,

  • Click on the desired webform, you need to change

  • Click on Edit, make the necessary changes

  • Finally, hit Save.

Use of web form to capture Leads

After successfully creating the Webform in Joforce,you can use it in your websites. To use the webforms,

  • Navigate to the detail view of the webform, Click on Show Form

  • Copy the HTML code and use it in your website.

  • Now your webform is ready to capture Leads from your website to Joforce.

Integrating existing webforms with Joforce webforms

With Joforce you can easily integrate all your existing webforms with Joforce webforms. Establish a connection between your existing webform and Vtiger webform, to integrate it.

  • Include the Public Id in the {input} tag and Post URL in {form} tag

  • Change the name of the fields as per the Webforms reference fields.

You can get all these information from the detail view of the webform.

Eg : Existing Webform

<html>

<head><title>Joforce Demo</title></head>

<body>

<h1>LOGIN</h1>

<form name="Demo Form" method="post">

<input type="text" name="input" value=””>

<table><tbody> 

<tr><td><label>Name</label></td><td><input type="text" name="Name" value="" /></td></tr> 

<tr><td><label>Email</td><td><input type="text" name="Email" value="" /></td></tr> 

<tr><td><label>Phone</td><td><input type="text" name="Phone" value="" /></td></tr> 

<tr><td><label>Company</td><td><input type="text" name="Company" value="" /></td></tr> 

<tr><td><label>Comments</td><td><input type="text" name="Mobile" value="" /></td></tr> 

</tbody> 

<table><input type="submit" value="Submit" />

</form>

</body>

</html>

Including the Public ID and Post URL

From

<form name="Demo Form" method="post" action=””>

<input type="text" name="input" value=””>

To

<form name="Demo Form" method="post" action=”http://JoforceCRM/modules/Webforms/capture.php”>

<input type="hidden" name="publicid" value=”9a3e795546a429b0b891a8ad68b9597a”>

Change the Fields

<input type="text" name="Name" value="" />

To

<input type="text" name="lastname" value="" />

Final Code:

<html>

<head><title>Joforce Demo</title></head>

<body>

<h1>Demo</h1>

<form name="Demo Form" method="post" action=”http://JoforceCRM/modules/Webforms/capture.php”>

<input type="hidden" name="publicid" value=”9a3e795546a429b0b891a8ad68b9597a”>

<table> 

<tbody> 

<tr><td><label>Name</label></td><td><input type="text" name="lastname" value="" /></td> </tr> 

<tr><td><label>Email</td> <td><input type="text" name="email" value="" /></td></tr> 

<tr><td><label>Phone</td> <td><input type="text" name="phone" value="" /></td></tr> 

<tr><td><label>Company</td><td><input type="text" name="company" value="" /></td></tr> 

<tr><td><label>Comments</td><td><input type="text" name="mobile" value="" /></td></tr> 

</tbody> 

<table>

<input type="submit" value="Submit" />

</form>

</body>

</html>

Integrating WordPress Forms with Joforce

You can easily integrate your WordPress forms with Joforce to capture Leads right inside your Joforce account.

  • Create a webform in your Joforce and get the Public Id and Post URL.

  • Install the cforms plugin in your WordPress

  • Create a new form and add the fields and provide the Reference field values of Joforce. And create a new field for Public Id and provide Public Id that is generated in the Joforce webform.

  • In the Core Form Admin / Email Options, enable the checkbox Use custom input field NAMES & ID's and enable the Send form data and provide the Post URL.

  • Now create a new webpage for your Webform, click on Post → Add New → cforms → Choose the webform → Publish

  • With this, you can easily capture your Leads inside Joforce.