FAQs in this section
Can I create an autoresponder email to send to leads after webform submission?
How can 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?
Can I seek consents from my contacts through webforms?
How do opt-in values in the CRM change on webform submission?
What are Vtiger webforms?
Which CRM records can I create using webforms?
How does a webform function?
What is Return URL in Webforms?
What are webforms used for?
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 redirecting to the return URL in mobile browser.
I do not want a mandatory field to display in a webform. What should I do?
Can I modify a webform's HTML code?
What happens if I make a webform's status Inactive?
Can I obtain consents 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 intergrate an existing webform?
What happends 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?
When a record is created via a webform, is an email sent to the webform user?

How do I create a webform?

Follow these steps to create a webform:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the Automation section.
  5. Select Webforms.
  6. Specify the basic information such as webform name, status, etc.
  7. Specify the user assignment pattern under the User Assignment section.
    • Note: User assignment is not mandatory. You must specify it only if you want records to be assigned in the Round Robin fashion. When user assignment is not specified, records are assigned to the user specified in the Assigned To field.
  8. Select the fields that must be shown in the webform in the Field Information section.
    • The fields will vary depending on the Primary and Secondary modules you choose.
  9. Enter the label for uploading documents in the webform under the Upload Documents section.
  10. Click Save.

To learn more about creating a webform, click here.
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