How to use a web form in your Customer Center

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    You can use integrated web forms to capture information from the customers who visit your Customer Center and automatically save this information into your SuperOffice CRM solution.

    First, you need to create a web form before you can add it to your Customer Center. Here you can learn how to create a basic web form.

    It’s important to remember that when you create a new web form you need to add one of the three request elements – title, category and message. Otherwise, you won’t be able to add the form to your Customer Center.

    Add Request elements to your web form to use a web form on your customer center

    You find the Request fields in the SuperOffice elements tab.

    Using a web form in the Customer Center

    To use a web form in your Customer Center you need to either log into the Settings and maintenance section of SuperOffice CRM or open the Customer center config page in the Settings menu in SuperOffice Service.

    1. Once you are in the Customer Center page, open the Options tab.
    2. Scroll down the list of options and check the box Use custom “Contact me” form.
    Choose Use custom contact me form to add a web form to the customer center
    3. Choose the web form you wish to use by clicking on the triangle behind Form. You’ll see the folder structure that you’ve created in the Forms section of SuperOffice CRM containing all the web forms.
    Choose the web form you want to use from the form folder
    4. Click Save to save your settings. The web form you’ve added will now be available on the Contact us page.

    When a customer completes this form, the information and details will automatically be saved in SuperOffice Service as a request under the category and the status you have defined for this form.

    The form will be visible on the contact us page

    The web form as it's visible on the Contact us page.