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Create and use forms

Uppdaterad på 25. okt 2021

SuperOffice web forms are a great way to gather customer information and feedback. Web forms allow the people visiting your website to get in touch with you and leave their contact details.

You can use web forms to capture your website visitors’ details – their name, email address, preferences, comments, and feedback, and possibly convert them into customers. The data you get via web forms can be automatically imported to your SuperOffice CRM database, saving you time and effort.

Use a web form for people to sign up to webinars or contact your company. You can use a web form to ask people to sign up for your next webinar or seminar, or to contact your company with their questions

Note: This requires user license for Marketing.

Web forms can help you to:

  • Capture contact information: The information people submit on web forms is saved in SuperOffice CRM, so you can follow up on them later.
  • Receive customer feedback: Whenever customers or website visitors have a question, a problem or an inquiry, they can contact you directly on web forms.
  • Gain consent: When a person gives you permission to store information about them on a web form, you know they are truly interested in your marketing messages. Not only will it increase the success of your email campaigns, but you will also follow the rules set by the GDPR.
  • Automate follow-ups: Forms will help you speed up your work by automating manual tasks, such as creating follow-up activities, sending mailings, updating contacts’ interests, and adding contacts to a selection or a project.

Where can you find forms?

In Marketing you will see three tabs:

There are several ways to find forms. Go to either the Forms tab, form templates or the form submissions tab.
There are several ways to find forms

  • Forms: is where you can create new forms and you’ll see all the forms that have previously been created. In the Active forms tab, you’ll see which forms are currently being used. The red bubble in the top-right corner on a form shows you the number of form submissions that haven’t been processed yet.
  • Form templates: is where you’ll find all available form templates. When you open this tab for the first time, you’ll find different templates in the Online template library. You can also import and use templates from the Online template library, or you can use them as an inspiration to create your own. Just click on the template you like and press Import template to download it.
  • Form submissions: is where you’ll see all the details of the contacts who have submitted a form, and what their current form status is.

Use dashboards to get an overview of form submission

Having a dashboard for form submission makes it easy to measure and visualise their data. The dashboard allows you to keep track on performance, trends and productivity. Learn more about dashboards for form submission.

How-to guides: 

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