Zoho Sites Help
Zoho Sites Help

Forms

Use forms to collect and analyze information from your website users. Sites provides you with two options to create custom forms with ease:

To access your form builder:

  1. Click the Add [] icon in the top-right corner of your builder, then click Element.
  2. Click Forms on the left-side of the element menu.

​CRM

Create forms on your Zoho CRM account to add your web forms to your website. Once the form is generated,

you can add them to your site.

Under Form section look for Zoho CRM web forms widget, drag and drop it on your page.

A window will open up, instructing you to select a form that you want to add to your site.

If you do not have any web forms on your CRM account yet, you can generate one now. Follow the following steps.

Generating web forms on Zoho CRM:

1. Access www.zoho.com/crm

2. Click on the 'Settings' icon on the top right-hand side, and click on Setup option from the drop-down menu.

3. In the Setup section, click on Webforms under Automation.

4. This would redirect you to the Webforms section from where you can create new CRM Web Forms.

Generating Web Forms:

To generate web forms for Leads, Contacts, and Cases

1. Click Settings > Setup > Web Forms.

2. In the Web Forms page, choose Lead/Contact/Case tab and click Create New Form.

 3. Drag and drop the required fields into your form and click on Next Step button.

4. In the Form Details page, enter a Form Name (eg. Feedback form, Data form, etc.), enter the URL of the web page to which the visitor needs to be redirected once the web form is submitted. Specify a valid Return URL starting with "http://". This could be one of the page of your site. Also, enter the URL of the website where the web form is to be hosted in the Domain Name box. It should start with "http://". This could be your primary domain name prefixed with http://. This prevents spam and allows only forms submitted through the particular domain to be captured as valid information.

You can also set auto response rules for the CRM forms. Auto Response Rules allow you to specify criteria that picks the required email templates to be sent when a record is generated through web forms. You can have only one active Auto Response Rule for a module.

​Email Notification:

1. Select the email template from the list.

2. The template that you select will be used to send an auto-response email to the user who submits the form. When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template (acknowledgment email) selected while creating the web form will be sent.

3. Select the Notify Record Owner option to send an email to the owner, when a record is generated through your Website.

The CRM Web form creation ends. You can now work on site builder by following Step 1 of this workflow.

Every time your website visitor enters information, respective record is created in Zoho CRM, then user will be redirected to Return URL. An email will be sent to your visitor if you have enabled Email Acknowledgment. You can use Return URL page to thank your visitor.

Apart from CRM, you can create your own forms or choose from pre-built forms too.

​Create a new Form 

Apart from CRM, you can create your own forms or choose from pre-built forms too.

Create your own form:

  1. Access the Form menu.
  2. Click the Create a new Form.
  3. Click Build your own Form.
  4. Enter a name for your form and click Create a Form.
  5. Drag form fields from the menu on the left and drop them in the blank space in the center.
  6. Modify the field and form properties by switching between the tabs on the right-side.
  7. Click Back to Site Builder in the top-right corner to apply your form.

Pre-built form

  1. Access the Form element.
  2. Click Create a new Form.
  3. Choose a form from the categories on the left.
  4. Click Add to apply your form.

Note: Forms that you create will be listed under the Other Forms menu and you can access them for later use.