Creating a Form in ClearCRM

Forms in ClearCRM allow businesses to collect customer information, generate leads, and automate marketing efforts. Below is a step-by-step guide to creating a form within the platform.

1. Navigating to the Forms Section

1. Log in to your ClearCRM account.

2. From the left-hand navigation menu, go to Marketing.

3. Click on Assets & Forms.

4. Ensure that you are on the Forms tab at the top.

2. Creating a New Form

1. Click the "Create Form" button.

2. Fill in the required fields:

   • Form Name (Required): Choose a descriptive name for the form.

   • Use Google Recaptcha: Select "Yes" if you want to enable Captcha verification for spam protection.

   • Language (Required): Choose the form's primary language.

   • Submit Button Text (Required): Customize the text on the submit button.

3. Configuring Form Behavior

1. After Submission Action:

   • Choose whether to display a thank-you message or redirect visitors to another webpage.

   • If displaying a thank-you message, enter the message content.

2. Source & Status:

   • Select the source (where the lead came from) and status of the form submission.

3. Assigning Responsibility:

   • Assign the form responses to a specific staff member or responsible person.

4. Notification & Additional Settings

1. Notification Preferences:

   • Check the box to notify when a lead is imported.

   • Choose to notify specific staff members, roles, or the responsible person.

2. Other Options:

   • Enable Auto Mark as Public if you want the form to be accessible publicly.

   • Allow duplicate leads to be inserted into the database if needed.

5. Saving & Using the Form

• Once all fields are configured, click Save.

• The form is now ready for use and can be embedded on websites or shared via a direct link.