A contact form on your website is a valuable tool that facilitates effective communication between your business and your audience. It serves as a convenient and user-friendly means for visitors to reach out to you or provide feedback. Read everything about what contact forms are and how to set them up.

In this help article

• What
• How
• Create a contact form
  • Free vs Pro/Business features
• Contact forms overview page
• Custom branding for your contact forms
• Embed a contact form in your website
• Send the data to your CRM via the Teamleader Focus integration
  • Create a contact, company and/or deal
  • Link questions to fields in Teamleader Focus

What

A contact form on your website serves as a valuable communication channel, bridging the gap between your business and potential customers. By including a contact form, you eliminate barriers to communication, making it easier for potential customers to engage with your brand.

The advantages:

• Efficient lead capturing: Streamline the process of capturing leads from website visitors, making it quick and hassle-free.

• Easy to use form builder: You don't need a designer or technical expertise to customise your web forms.

• More business: By simplifying the lead capturing process and minimising friction, you can see a boost in conversion rates, translating into more leads and business growth.

• (Optionally) Centralised communication: If you connect Vectera to your Teamleader Focus account, all leads from the contact form are stored within your CRM and there's no scattered information across different channels. Enjoy a centralised hub where you can view, manage, respond to, and nurture leads efficiently. And not only that, having everything in one centralised tool also saves valuable time! (read more in Send the data to your CRM via the Teamleader Focus integration)

How

The principle is very simple:

• Create a contact form in a few easy steps
• Optionally, you embed the contact form in your website
• Your leads/customers fill out the contact form on your website
• Their answers will get into your mailbox (and optionally synced to the contact/company/deal fields of your choice in Teamleader Focus)
   

Create a contact form

1. Go to the Contact forms page
   
   
2. Click on Get started if it's your first time creating a form, otherwise choose Create a form in the top right-hand corner
3. The name of the form will be prefilled as 'Form 1', but you can always adapt this.
   Notes: 
   • The name of your form is limited to max. 100 characters.
   • When you change the name of your contact form afterwards, this will impact both the contact form URL and the embedded HTML of your contact form.
     
     
     
4. In the Advanced settings of the form, there are three possibilities:
   • Creator of the form is notified of a completed form: as the creator of the form, you'll receive an email notification on your email address whenever a form is completed.
     Note: this box will be checked by default.
   • Allow respondents to get a copy of the completed form: whoever filled out the form can choose to receive a copy of the completed form on the email address they provide.
   • Ask respondents to accept terms and conditions: before submitting their answers, respondents will first be asked to accept the terms and conditions.
     
     
5. Fill out your question and choose the type
   • Fill out the question in the Question field
   • Select a question type. Learn more about question types in this help article. 
   • Optionally you can make a question required. Check the checkbox to do this. When an answer is required a red asterisk becomes visible.
   • You can preview the question immediately next to it. These preview fields can't be filled in with an answer.
     
     E.g. I want to know the primary address of the company:
   • Save the question
     
     
6. Add additional custom questions by clicking on + Add question
   
   
7. Preview the contact form by clicking on Preview
   
   
8. Save the contact form

Free vs Pro/Business features

If you downgrade from a Pro/Business to a Free package, you'll only be able to keep one contact form active. In this case, the latest contact form you created will be active, the other ones will be deactivated. 

Contact forms overview page

After you've created your contact form you'll be redirected to the contact forms overview page, where you'll have several sharing options such as copying the link to the form or embedding the form. Other options are creating another contact form, looking into the responses, duplicating forms, deactivating a form or previewing it. Read all about it here.

Custom branding for your contact forms

You can add your own branding to the contact forms. You can add your logo, show your brand color and give your emails a custom template. To do this go to the customization page:

• Upload your logo
• Add the hex code of your brand in the brand color
• Add custom html in the Custom email HTML template to customize your emails
• Save the page

Soon we will launch a lot more branding options for contact forms, so stay tuned!

Embed a contact form in your website

If you want to embed the contact form in your website or as a contact widget button, you can follow the steps in this article.

Send the data to your CRM via the Teamleader Focus integration

If you connect Vectera to your Teamleader Focus account, all leads from the contact form are stored within your CRM as a contact, company and/or deal.

Create a contact, company and/or deal

The Teamleader Focus integration has some extra options. For every form you can select what should happen when someone submits answers. 

• Create new contact
• Create new company
• Create new deal

Once checked, you can add tags for every module and there are a few questions that are required. 

Link questions to fields in Teamleader Focus

When you fill out your questions and choose the type, you can link this question to a field in the Teamleader Focus CRM.

• You can link these questions to your contact, company or deal fields in Teamleader Focus (but the available fields also depend on your package cf. 'Free vs Pro/Business functionalities'.)
  
• You can also link your contact/company/deal custom fields. If they are required, then these questions will be added as form questions by default.

You can find more information about the Teamleader Focus integration in this help article and how to link the contact forms to the Focus CRM in this help article.

Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!