Introduction

wolkvox CRM allows you to create forms to capture information from my website or any other platform, and have the collected data automatically registered in a specific wolkvox CRM module.

The web forms section in wolkvox CRM allows users to design and generate customizable forms that can be embedded in any website or other tool that supports HTML code. This is ideal for lead capture, satisfaction surveys, contact requests, or any type of direct data entry from an external source. The web forms are linked to a specific CRM module, ensuring that the information is stored in an organized manner. Additionally, field rules can be applied to create dynamic behavior in the form.

Configuration

To create and use a web form in wolkvox CRM, follow these steps:

Access the Web Forms section

1. Go to the "Configuration" section in the left sidebar menu.    
2. Click on the "Customize" tab.    
3. Select the "Web forms" option.    

Create a new web form

Click the "Add" button.

Configure the form

• Select module: Choose the module that will be linked to the form (e.g., Leads, Contacts, Cases).    
• Select fields: Click on the "Select fields" field and choose the fields you want to include in the form. The available fields are those defined in the selected module.    
• Font: Select a font for the form texts.    
• Background color: Choose a background color for the form.    
• Description: Add an optional description to identify the form's purpose.    
• At the bottom of the screen, you can preview how the form will look.    
• Once the fields are configured, click the "Save" button to apply the changes.    

Configure field rules (optional)

• If you need to configure field rules for the form, first create the form and then edit it.    
• Inside the form, look for the "Manage rules" section.    
• Configure the rules according to your needs:        
  • Primary field: Select the field that will act as the rule's trigger.            
  • Action to execute: Choose between "Show field," "Make required," or "Change value."            
  • Value: Define the value that will activate the rule.            
  • Related fields: Select the fields that will be affected by the rule.            

Get the code to embed the form

• Go back to the list of created web forms.    
• Find the form you want to embed.    
• Place the cursor over the form's "Token" field. A pop-up window named "Example" will appear.    
• Select all the HTML code by triple-clicking and copy it.    
• Go to your website or external platform where you want to insert the form.    
• Paste the copied HTML code into the page's source code.