Web Forms
Web forms simplify the process of capturing the visitor or user information from your website into your system. They are designed to automate the importing of data from websites into Zoho Workerly. Non-technical users find it easy to design and publish their own web forms.
Web forms are supported for Temps and Jobs that you have in your account. Before setting up the web form, complete the following check-list:
- Create a default Email template to send automated replies to website visitors upon submission of their details.
- Create an Assignment rule if you wish to assign the incoming records to specific users or based on round robin method. By default, all incoming records are assigned to the Administrator.
- Configure the Web form further, to suit your requirements.
- Customize the fields to be added in the web form.
- Test the entire workflow of a web form, before publishing in the Website.
Profile Permission Required: Users with the Web-to-[Module] permission can access this feature.
Web forms can be used to:
- Capture data (Temp information)
- Communicate with clients
- Conduct surveys
- Respond to user questions
- Receive online feedback
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Web Tabs
Introduction Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho Workerly. All the Zoho Workerly users across the organization can view these web tabs. By default, the web tabs functionality is ...Approving Records
Approving Records The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first ...Approve Temps
The Import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the Temps modules. They need to be approved first to be ...Autoresponse Rule for Webforms
The Auto Response rule feature enables you to send automated emails when Associates for the custom modules are generated through web forms. When a temp is brought in through web forms, you may want to send appropriate emails to them with different ...Create Webforms
Creating a web form involves three steps Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the applicant needs ...