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Frequently Asked Questions aero-right CRM 101 aero-right How to create a web form in the Benchmark CRM

How to create a web form in the Benchmark CRM

CRM 101 Updated on July 22, 2019

Benchmark CRM offers a web form creator to help you collect leads, contacts, or support ticket generation. It provides HTML that can be styled and pasted on any website you control.

Please follow the steps below to create a web form.
  1. Click on your User menu from the top-right corner, and select Settings.
  2. Scroll down and click Web Forms.
  3. Select the module for which you want to create a web form. Lead, Contact or Support Tickets. Then, click the Create Form button.
  4. On the Form Design page:
    1. Drag the available fields to the desired place.
    2. Hover on your selected fields to edit a label.
    3. Use the Preview button to preview your created web form. Once satisfied with the design click on the green checkmark .
  5. On the Owner Assignment page, choose the method by which the newly created Lead, Contact or Support Tickets will be assigned. You can either assign to a Single User or use the Advance Assignment method. Click on the green checkmark when done.
  6. Fill the following Form Details:
    • Form Name
    • Redirect Page URL: Specify the webpage the user will be redirected to once submitted.
    • Form location URL: Specify the URL which will host the web form.
    • Automatically add these tags: You can also add tags to all the leads/contacts/support ticket generated from the specific web form for future sorting.

Once completed with the form details page you will receive a code to place on your webpage. Benchmark CRM provides the form code in HTML and HTML+iframe format. You can copy and paste this code in the header or body of your webpage.

Important

Benchmark CRM provides a direct sync with Benchmark Email, allowing you to pull in contacts from signup forms created via Benchmark Email. If you’d like to set up a sync for a list associated to a signup form in Benchmark Email to your CRM account, click here.

CRM leads and contacts can sync to any Benchmark Email list. Benchmark Email integrates with many applications. Just set up your integrations in Benchmark Email then come to the CRM to create an API sync with Benchmark Email.

If you have additional questions, please feel free to send an email to our support team.

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