erxes plugin
Forms
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Made by Erxes

The Form plugin is a section that allows users and employees to complete the required information.

$5per month
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DESCRIPTION

We provide many ready-to-use pop-ups and forms for you to create the ones which will fit your website design and marketing campaigns. While also offering the ability to make rule sets around when such as time, number of visits, country etc, to avoid annoying your customer

BENEFITS
  • No coding skills to create pop-ups and forms Easily create pop-ups with your desired design and appearance rule.
  • Tags to filter pop-ups and forms Tags and filter your desired information
  • Variety of uses Carefully planned pop-ups and forms bring more leads.
  • Records of previous pop-up campaignsFull view of your pop-ups and forms with whole analytics
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HOW TO SET UP

The form plugin is available at erxes marketplace for all users when you get started with erxes. It comes with the Inbox plugin for free as it’s one of the core plugins erxes provides.

The Forms section can be found on the left hand side of the screen when you enter erxes. By selecting the Forms tab you will be taken to the Forms page. Here you can see that you can filter your Forms by the following:

  • Filter by Tags
  • Filter by Brands
  • Filter by Status

Here you can also see that you can create the forms and pop-ups within the Forms sections.

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PLUGIN TUTORIAL

Prerequisite.

Before you start creating your forms you need to make sure you have created your brands & channels

In order to efficiently manage your customer communications when you have several brands and team units like departments or products/services operating in your organization, you need to create brands and channels dedicated to those separate units.

  • Brands are usually linked to the source of communication channels dedicated to products and services, please find more information here.
  • Channels are usually linked to group team members dedicated to particular channels like Sales, Marketing, and etc. Find more about it here.

To create brands / To create channels

infoCAUTION

You can manage your team members to be able to access customer communication within permitted brands and channels.

TO CREATE FORM:

Step one. Styling the form

  • You can change the theme colour from choice of colours provided or you can enter your desired colour code on the field.
  • View of form flow types are below:

Step two. Creating Callout page

Your form can have a callout display where people can press on that to get access to the actual form.

home NOTE

If you want your form to appear instantly, you can skip this part.

Step three. Create content for your form.

file in form
email in form

You can create the field that allows attachechment file with HTML

HTML in form
product & service in form
object lists in form
star TIP

If you use First Name, Last name and etc from this field, filled out information will automatically sink to your customer database.

PLUGIN HIGHLIGHT

FORM LOGIC

erxes can create forms with high level logic where you can enhance the purpose of your form.

Step Four. Add rules on your form.

You can customize your own rules by following 5 custom rules to target the audiences.

  • Browser language rule
    You can choose which language you want to display your form. Language codes in the value field as specified in ISO-639, i.e “en” for English, “fr” for French, “de” for German etc.
  • Current page URL
    Write your desired page URL, excluding domain name. For example: If you want to place your engagement message on https://office.erxes.io/pricing - then write /pricing.
  • Country
    Locates visitor’s physical location in country resolution. Insert only Country codes in the value field as appointed in ISO-3166standard, i.e “gb '' for Great Britain, “fr” for French, “de” for German, “jp '' for Japanese etc.
  • City
    Locates visitor’s physical location in city resolution. Write a name of the City in the value field. If Country’s not set, every city with the same name will meet the criteria.
  • Number of visits
    Counts individual visitor’s visiting number. For example, you can show the form only if a visitor views the webpage more than 5 times.

Step five. Inserting options that the form would be recognized internally.

In this section, you’ll insert the information about the forms identified within your organization internally.

Step six. Advance styling

In this section you’ll insert the HTML code to style the form in advanced level.

Step seven. Confirmation

Final section is for setting up the actions and content after forms have been filled out.

Step eight. Installing the form script

Once you've created your form you need to place your form to your desired places like, your website, mobile application, landing page, client portal page and etc by using erxes Script intallation feature.

USING FORMS

To receive forms in different ways:

  • Receive forms in team inbox
  • Receive forms in dedicated pipeline
  • Receive forms in email

View the form performance

Managing your Forms

After you have created your form you can go back to the Forms page to manage all of the forms you have created. Within the main Forms page you will also be able to incorporate all of your Forms to your websites. Each Form you have created there will be an Actions section. From this section you will be able to:

  1. Edit: Make changes to your Form
  2. Script code: To get access to form script code
  3. Archive: Archive old Forms
  4. Download responses: Donwload the responses of the Form
  5. Submissions: To see all the submitted forms by date & time.
  6. Duplicate: Duplicate the Form
  7. Delete: Delete Forms that are no longer needed