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Web Forms

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Create and Post Web Forms

Interact with your prospects and customers through web forms.
With ClickDimensions you can create web forms with ease using the drag-and-drop designer, include the forms on your website or landing pages, and quickly collect valuable information about your leads and contacts.

Web Forms in Minutes

ClickDimensions’ drag-and-drop form designer makes it easy to create a form without having technical skills. Simply drag the field you want onto the form, order them how you want.

Specify the message to be shown to the visitor upon form completion. Any fields you specify to be required will be enforced on the web form automatically, and the visitor’s email address will be checked to ensure that it is valid.

The ClickDimensions form designer provides iFrame code to easily embed the form into any of your web pages. A direct URL to the form is also available, and URLs can be customized with your text.

ClickDimensions webform showing contact options

Configure and Map Form Fields

For each field (city, email) simply create a web form field record and map the values to the appropriate fields on CRM lead and contact records.

Create New or Update Existing Records
ClickDimensions will either create a new, de-duplicated, lead record or update an existing lead or contact record if a match is found.

Map Field Values
Use the form mapping mechanism to specify how you would like the values the visitor provides to flow into the CRM lead or contact record.

ClickDimensions web forms name details

Avoid Duplicate Data

When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid creating duplicate data.

All of the data a visitor submits on the form is linked to their existing CRM record. New lead or contact records can be created for visitors who are not already in your CRM.

ClickDimensions webform duplicate

Link Existing Forms to CRM

Link an existing web form by creating a ClickDimensions form capture record. Associate one or more of the form fields you configured in CRM and tell the form capture where to redirect the visitor when the form has been submitted.

ClickDimensions will generate a URL that can be substituted for your existing form action.

ClickDimensions contact form example