Zoho Recruit | Webforms

Overview

Web forms act as a bridge between you and your website visitors. Zoho Recruit's Webforms makes it more accessible and understandable for the average user with our interactive form building system. This helps non-technical users design and publish their own web forms and automate the importing of data.

Creating a web form involves three steps;
  1. Creating your webform
    This step involves you adding sections and fields to your webform from the selected module. You can also provide contextual descriptions and help links.  
  2. Configure form functions
    This is where you configure what language your form should be in, how records added through the form are assigned to users in your account, how you want to automate notifications, and much more.
  3. Share & Embed your webform
    When you're done building your webform and configuring form functions, you can shorten the form URL, share it on social media and generate an embed code to add the form to your Career Site.

Availability 

Permission Required: Users with Web-to-[Module] permission can access this feature.
[Module] - Candidates, Contacts, and Custom Modules.
Edition Required: Available for all paid plans of both the Staffing and Corporate HR Editions of Zoho Recruit

Working with Webforms 

To create a web form for the Candidates, Contacts, and any Custom Module:
  1. Navigate to Setup > Career Website > Web Forms.
  2. Choose which module you wish to create the webform under from the drop-down list and click Create Web Form.

Create Form 

In the Create Form section, you can add fields to and design your webform using Zoho Recruit's user-friendly Form Builder. Listed below are all the aspects of your webform you can customize in this section; 

  1. Use the Search bar to look up fields from the selected module.
     
  2. Enable, Disable or Reorder form fields according to your requirements. While adding fields to your webform, you can either be marked as Required or Optional.
  3. Give your webform a Name and add a Header Image. By default, your company logo will be added as the header image of the webform.
  4. Add descriptions for form sections.
  5. Provide help links and text for fields you've added. 
  6. Add a CAPTCHA to prevent bots and junk entries.
  7. Customize the layout and appearance of the webform by clicking their respective icons. Under layout you can choose between Single Layout and Double Layout. Single Layout places more emphasis on each field as candidates can concentrate on one field at a time while Double Layout makes your form more compact and decreases scroll.
  8. Under appearance you can customize your form's Font and Color Scheme
  9. Click Next Step once you're done.

Form Settings 

Once you've build your webform, the Form Settings section lets you configure form functions, i.e, choose how the webform works and set up options that come with our form builder. This section consists on three sub-sections, namely;

Form Details 


  1. Choose what Language you want your webform to be displayed in.
  2. Assign Owners for records added with the form to a specific user or associate a rule for the process.
  3. Use the Double Opt-in function to verify individuals who submit their data via the webform.
  4. Add Tags to records that are added via the webform. This will help you track and identify records added via distinct forms and enable you to filter records better.  
  5. Restrict duplicate records being added via the webform. The system will check for duplicate entries based on unique fields specified under layout settings. Learn More
  6. Configure when the webform expires, either on a particular date & time or after a specified number of entries. 
  7. Restrict the number of submissions you receive by setting a ceiling limit. 

Post-submission Confirmation 

Under this sub-section, you can configure where you wish to redirect registrants after they fill out the webform and customize your messaging to better fit your branding.

 

Notifications 

This sub-section lets you configure follow-up and notifications related to your webform. Listed below are the options provided for notifying users and registrants;

  1. Notify Candidate Owner. If you want to notify the candidate owner when new records are added via the webform and assigned to them.
  2. Acknowledge Candidate. If you want to engage registrants who submit their information via the webform. You can do this using an Auto-response Rule or choosing a drafted email template.
  3. Request for Approval. If you want candidates added via the webform to be approved before entering your hiring process. This option is only available for forms created for the Candidates module. 

Form Sharing & Embedding

After your webform is created, the Share & Embed pop-up will be displayed. Alternatively, you can navigate to Setup > Career Website > Webforms and click the Share button for the webform you wish to share/embed.



Upon clicking the Share button, you will see three sections , namely;


This section will provide you with the webform's link and if you plan on sharing the form link on social media, you can shorten the URL to fit into the allowed character limit. Additionally, you can use the generated embed code to add your webform to a page in your company's Career Site or other third-party websites and automate data transfer to your Zoho Recruit account. We let you generate the embed code in three formats, namely, Hyperlink, JavaScript and iFrame.

QR


Upon creating a webform, Zoho Recruit automatically generates a QR code based on the webform's link. You can find it under the QR section of the Share & Embed pop-up. You can Download and Print the QR code using the icons below.
Note: 

The fav icon you upload during the Company Profile Verification stage will be used in your generated QR codes. This helps you showcase your brand to candidates, contacts and clients and also provides a quick way to capture data seamlessly.


Social



This section will contain quick links to Facebook, X (formerly Twitter) and LinkedIn. Clicking on a link will let you share the webform by redirecting to the selected platform.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Webforms for Google Sites

                                                                                                                Web forms simplify the process of capturing visitors' or users' information from your website in your Recruit system. They are designed to automate importing data from your website into Zoho Recruit and to enable users to design and publish their own ...
                                                                                                              • Auto Response Rule for Webforms

                                                                                                                The Auto Response rule feature enables you to send automated emails when candidates and contacts for the custom modules are generated through web forms. When candidates are generated through web forms, you may want to send relevant emails to the ...
                                                                                                              • Formatted Resume: Overview

                                                                                                                The resumes you receive from candidates do not have consistent designs or a uniform format. To combat this, Zoho Recruit's Formatted Resume lets you generate branded resumes that you can forward to your clients. Additionally, you can choose what ...
                                                                                                              • Overview

                                                                                                                Interviews are a critical turning point in any hiring process. Conventionally, interviews used to be a moment where the recruiter and the hiring team would sit face-to-face with the candidate and analyze their skills and experience. In a more modern ...
                                                                                                              • Overview

                                                                                                                Create your survey in minutes, reach your candidates on every device and view results graphically and in real-time with the Zoho Survey integration. Zoho Survey lets you automatically gather information in real-time, analyze it, and act upon the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources