Refrens' Lead collection forms help you automate lead capture from your website, social media, and any other platforms.
Our customization options ensure that you collect all the data you need while keeping it clean and organized.
Let's see how you can quickly create forms on Refrens:
Step 1: Navigate to the forms section
Firstly, go to Sales CRM > Forms from your sidebar. In the top right corner, click on "Create Form" to create a new form.
You will land on the forms creation page:
There are three sections in form creation:
- Select Sales Pipeline
- Select Form Fields
- Configure Form
Let's take a look at all of them in detail:
Step 2: Select Sales Pipeline
Now, the first step is to select a pipeline. If you have multiple products or services and you are managing them across different pipelines, you need to select a pipeline where your leads will be stored.
For example, an agency might have multiple service offerings like digital marketing, content marketing, SEO, etc. For each of these services, they might have a different sales process, and thus, have different sales pipelines to manage leads for different services.
Just select the pipeline where you want the leads to go, and click save & continue.
Step 3: Select Form Fields
The second step is to select & add fields for the information you want to collect from your leads.
By default, you will see some suggested fields that you can add to your forms. You can add/remove them by turning the toggle on/off if you want.
You can also change the order of the field by using the drag & drop handle as shown in the image above.
3.1) Field Customization Settings
Click on the settings icon to access field customization settings like changing the field name, adding additional info like help text or placeholder text, making the field mandatory, hiding the field from users, etc.
As you see above, adding help text and placeholder text helps you guide your users to enter the correct data. here's how it will look in your form:
You can also customize fields to add different formats like radio buttons, checkboxes, dropdown menus, currency, etc. from the field type dropdown menu.
3.2) Hidden Fields
By marking something as a hidden field, you can add a field in your form that can be hidden from your leads but visible to you. let's see a practical example.
Suppose you have a website for your co-working space where you have listed different offerings like - flexible desks, cabins, meeting rooms, etc.
Now when a lead fills up a form on your website, you won't know which product or services a lead is interested in. Hidden fields can come to your rescue here.
In your lead capture forms, you can add hidden fields titled flexible desks, cabins, meeting rooms, etc. according to your offerings. These fields will only be visible to you but not to your users. So, when the forms are submitted, you will know which offering your lead is interested in without even asking them!
Step 4: Form Configuration
Here's what your form configuration section will look like:
Let's understand all the fields:
4.1) Add Business Logo: 
Add your logo to look more professional. (If you are creating the form to embed in your website, you can also choose to show/hide the logo with the checkbox.)
4.2) Form Title:
Add the form title that your form viewers will see.
4.3) Form Description:
Add more details about the form to give more context to form respondents.
4.4) Form Name:
Add a form name that will only be visible to you for internal use.
4.5) Submit Message:
Add a submission message that will show up when the respondents submit the form.
Turn the toggle on if you want to send a submission confirmation email to respondents.
4.6) Reply to email:
Choose an email to which you want the recipients to reply.
4.7) Send Email to respondents on form submission:
Turn this toggle on to send an automated email to form respondents when they fill up your form. Click on the "Settings" icon (⚙️) to customize your email or choose from pre-saved email templates:
4.8) Lead Assignee:
If you want to automatically assign the leads created via this form to a particular salesperson, you can do that by selecting the name of the salesperson from here.
4.9) Redirect on successful completion
If you want to redirect the user to your website or any other landing page, you can mention the URL here. Add a URL label that will be visible to users - this will give them an indication of where they are being redirected to.
Take a look at the example below:
4.10) Theme:
If you are planning to embed the form to your website, you can choose if you want to use the default Refrens theme OR the theme of your website.
4.11) Show/Hide Refrens Branding
If you are a premium user, you can also remove the "Powered by Refrens" branding by unchecking the highlighted box.
Step 5: Publishing The Form
Once you are done, click on the "Publish Form" button in the top right corner to make the form live. Then click on the "Get Code" button to get a sharable link as shown below:
If you want to embed the form to your website to use it as "Contact Us" OR a lead capture form, you can also get the embed code from here. For more details on embedding, check out this article.