FAQs in this section
What are Vtiger Webforms?
Which CRM records can I create using Webforms?
What is Primary Module in Webforms?
What is Return URL in Webforms?
What are Webforms used for?
How do I create a webform?
How does User Assignment work in Webforms?
How do I specify what fields to add to a webform?
Can I test a webform before using it?
How do I provide an option to upload documents through a webform?
What do the options under Duplicate Handling in a webform mean?
A Webform, when submitted, is not redirected to the return URL in a mobile browser.
I do not want a mandatory field to display in a Webform. What should I do?
How do I create an Autoresponder email to send to leads after Webform submission?
When a record is created via a Webform, is an email sent to the Webform user?
Can I modify a Webform's HTML code?
What parameters must I maintain in the HTML code if I modify it?
What happens if I make a webform's status Inactive?
How do I enable Round Robin auto-assignment of records in a Webform?
How do I get webform code?
How do I display a Webform on my website?
How do opt-in values in the CRM change on webform submission?
Can I obtain consent through a Webform to send promotional emails to my contacts?
How do I link an existing webform on my website with Vtiger?
How do I integrate an existing Webform?
What happens when a Contact submits a Webform without opting for email marketing?
How do I update CRM records through webforms?
How do Override values in Webforms work?
How does a Webform function?
Table of Contents
Consider this example to understand the working of webforms.
You run an e-commerce business that sells a variety of products. A customer, John Doe, purchases a pair of headphones from your website. They find the product damaged when it arrives. Now, they need to report this issue. They go to the My Orders page and open the webform below.
When John Doe submits the webform, a case record gets created in the CRM. The record contains all the details submitted by them. You can refer to the record and decide the next step to be taken to resolve the customer’s issue.
To learn about creating a webform, click here.
You run an e-commerce business that sells a variety of products. A customer, John Doe, purchases a pair of headphones from your website. They find the product damaged when it arrives. Now, they need to report this issue. They go to the My Orders page and open the webform below.
When John Doe submits the webform, a case record gets created in the CRM. The record contains all the details submitted by them. You can refer to the record and decide the next step to be taken to resolve the customer’s issue.
To learn about creating a webform, click here.
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