Create, Publish, and Share Web Forms with TeamGram

Web forms are good and efficient tools for finding new leads. A lead may request more information about your services, or request a price quote. Using web forms, you can automatically collect and consolidate leads, service requests, and more.

Depending on the needs of your business, you may either publish the web forms on your website, or host them directly on TeamGram. The latter option does not require any technical changes to your site. You may share the link of your web form via email, social media or Whatsapp, and consolidate all form information in TeamGram.

There are two ways you can create web forms;

• Leads
• Custom Apps

Creating a web form using a lead form

• Go to Control Panel > Lead Settings > Web Form and click Create New Web Form.
• A pop-up will ask whether you want to host the form on TeamGram or your website. Select host on TeamGram.
• Name:  A descriptive name for your web form to remember and be able to distinguish from other web forms.
• Source: Pick the source name to be associated with leads created with this form. If you need a new source name, define it first.
• Owner of the generated leads: Select who will be the owner of the leads generated using this form. Every record must have its own owner. The default security settings of the owner user will be applied to submitted records.
• Success page text: Enter the text you want to be displayed after a form has been submitted.
• Email notifications: If you want to be notified via email when a form has been submitted, enter the emails of the users you want notified. If you want the notification mail to be sent to more than one address, use a semicolon between email addresses.
• Click “Continue”.

By clicking “Preview” you can view the web form as it will appear to your leads. Then, you can copy the link and share it with anyone you wish. When someone submits the lead form, you will be able to access their information automatically under the “Leads” section.

Creating a web form using custom applications

• First, if you haven’t done already, create your custom application. You may read this article for instructions.
• If you have fields in your custom application that you want to hide, you need to mark them as such. To do this, go to your custom application.
  • Go to Application settings and click continue.
  • Click the edit icon next to the fields you want to hide and mark them as “hidden on web forms”.
• Owner of the generated leads: Select who will be the owner of the leads generated using this form. Every record must have its own owner. The default security settings of the owner user will be applied to submitted records.
• Success page text: Enter the text you want to be displayed after a form has been submitted.
• Email notifications: If you want to be notified via email when a form has been submitted, enter the emails of the users you want notified. If you want the notification mail to be sent to more than one address, use a semicolon between email addresses.
• Click “Continue”.

By clicking the “Preview” button, you may view your web form and copy the custom url to share it with others.

When a form is successfully submitted, a new document will be created in your custom application.