Capture more leads with embedded forms
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Gabriel Tsoi
Capture enquiries, contact details, survey responses, and more with our dynamic new Form Builder. Build flexible, embeddable forms for a wide variety of use cases. Ask for email addresses or phone numbers, create surveys, and design it all so it seamlessly matches your website.
Currently in beta, but available to all partners. Upon full release it will sync contact information with the new CRM. At this time, simply download submissions as a CSV.
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Jehan Zouak
You can now capture UTM attributes through Forms! Learn more in this week's Changelog article.
Jehan Zouak
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Kari Behrman
When a user submits the form, will an email be generated to the partner to notify us of the new lead?
Jehan Zouak
Kari Behrman to be notified of new leads by email, you can set up an Automation in Partner Center based on a contact/company created trigger. You just need to make sure the form collects a company or contact name.
Jehan Zouak
Merged in a post:
Adding Contact Form that is integrated with Acquisition Widget
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Maulin Rozia V
Can we have any form that send contact information using some API or class that can help all the information to be sent to Partner Center as a lead. Because current acquisition widget is not user friendly or we cannot edit the fields in the acquisition widget. Tied up to the common design for all the partners. Please let us know if their is any possibilities. Thank you!!
Jehan Zouak
Form Builder in Beta is available to all partners today! Join us for Vendasta Connect this afternoon to learn more.
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Michael Swartz
Jehan Zouak: I was in the webinar today. How do I access the form builder? It says this is available for all partners in beta, but I can’t seem to find where this is in the partner center.
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Gabriel Tsoi
Michael Swartz: It's under "Marketing" -> "Manage forms"
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Ben Thomas
Gabriel Tsoi and Jehan Zouak - nice to know Form Builder is available, so does that mean, they can start capturing leads from the web and it would send it to the CRM?
I see the status still as "In Progress" so I want to check
Actually for CRM within the Business App
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Gabriel Tsoi
Ben Thomas: Hey Ben, the Form Builder is available in "Beta" currently, and yes, they can start capturing leads from the web and it would send it to the CRM. There's a few improvements we are making on to get it out of beta, hence it's still currently in Progress.
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Ben Thomas
Gabriel Tsoi: Hey Gabriel!
thanks, but also for Business App user? they can use it capture leads and have them added to their CRM in Business App? just double checking
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Gabriel Tsoi
Ben Thomas: It will also be there soon for Business App user, looking at around mid Feb currently.
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Keri Latimer
Jehan Zouak & Gabriel Tsoi, are there any plans to be able to capture UTM parameters & report on marketing channels/source performance? Thanks!
Jehan Zouak
Keri Latimer yes! UTM parameters will be available soon.
Jehan Zouak
in progress
This is currently in Beta, but available to all partners. Upon full release it will sync contact information with the new CRM. At this time, simply download submissions as a CSV.
Jehan Zouak
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Jehan Zouak
Morgan Klinger
Heard this request more times in the last month than ever before.
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