- Calendar & Activities
- Calculating Landed Costs
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- Payment Methods
- Payment Terms
- Setting up Teams
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Creating SMS Templates
Creating a Web Form in Tall Emu is simple. You can use then to capture customer/prospect details easily and quickly.
First, you’ll need to navigate to the Web Forms module by heading to the Main Menu -> Marketing -> Web Forms.
Here you’ll see the collection of Web Forms that have been created in your system. To create a new one, click the New Web Form button in the top right.
First, give the webform a name. Add as much detail as required, the name will help you easily identify the correct webform if you set up more than one.
For this example, we’ll create a simple web form for acquiring customer details. In this case we’ll leave the type as Default, however you also have the ability to create donation or booking webforms (widgets) that differ in their inclusion of a payment portal.
To ensure the web form can be used and functions as intended, make sure the box beside Is Active is checked. When a web form is no longer in use, you’re able to deactivate it easily using this field.
If the webform relates to a certain marketing campaign you are running, you’re also able to link them using the Campaign field.
The Thankyou Page field is where the customer will be redirected once the form has been filled. This will typically be a dedicated page on your site outlining that the form submission has been successful. The Thankyou Page, however, is not mandatory.
Then, you’ll need to ensure the web form relates to the correct data type. Depending on your selection here, different fields will be available for use within the form itself. Since we’re creating a simple form for customer acquisition only, we’ll leave the related to as None.
Down below, in the field selector, you’ll be able to define the fields that are displayed on the form. Click to expand each section and drag and drop the desired fields into the form. For this example, we’ll use First Name, Last Name, Mobile Phone, Email Address and Postcode – all related to the Contact.
Once you’ve set the fields as required, click Save and Close at the top of the screen. You’ll be taken to the webform record.
By clicking the Embed Code heading you’ll be able to view the required code for adding the webform to your site. Simply copy (by clicking the Copy to Clipboard button) and paste the code into your website and the form will be available to use right away.
If you’d like to view or save the form as a HTML file, click the HTML button and then either View or Save depending on your needs.
The When Filled In tab lets you define basic workflows that occur after the form has been completed.
If you’d like the respondent to be added to a specific marketing list after form completion, click Add beside the correct list in the sectioned outlined below. Then click Update.
Further down you’ll see a notification section. If you’d like to notify a member of staff when a form is filled in, select their user from the left-hand list, then click Add, then click Update. They’ll then receive an email every time the form is completed.