Introducing Forms: Streamline data collection with Bigin's new form builder.

Introducing Forms: Streamline data collection with Bigin's new form builder.

Hello everyone,

Bigin's web forms just got a makeover!

We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version of web forms.
 
So, what has changed?

Forms for Pipelines and Contacts
So far Web forms in Bigin were limited to only the Contacts module which limited their scope to contact forms, registration forms, newsletter subscription forms etc. 
 
With this revamp, you can build forms using fields from the Pipelines, Contacts, and Companies modules. You can create records from the data collected, and add them automatically to any Team Pipeline, Contacts module, and Companies module. This makes Forms more than a tool just for contact collection. Now, it is a tool for lead generation, customer support, feedback collection, and much more.

 
Share forms with your customers
Web forms were limited to embedding code snippet on a website and this limited their adoption to customers with websites and a basic knowledge of coding.
 
With this revamp, we are introducing two additional sharing options:
  • Share as a Link - You will get a shareable URL unique to each form and you can directly share it with your customers via email or any other ways.
  • Share as a QR code - A QR code unique to each form will be generated in this method. Users can download it, print and paste it anyplace. For instance you can paste these QR codes at an event venue to simplify registrations – attendees simply has to scan the code on their device and fill it out.

And, that brings us to the name change. With these sharing options, our forms are no longer limited to just websites and that is why we have renamed them as Forms from Web Forms.
 
Thank you Message
With the older version, users had to redirect website visitors to a landing page after they submitted a form. Now, they have the option to display a Thank You message to customers upon form submission. 

 
Preview forms across devices
Switch between the Desktop, Tablet, and Mobile icons to see how the form will appear on different devices.


Mobile-friendly forms
We know our web forms were outdated and had glitches when opened in mobile browsers and with this revamp, our forms open seamlessly in mobile browsers. 
 
What happens to your existing web forms?
Your existing web forms will continue to work seamlessly and when you edit your existing web forms, you can use the new enhancements listed above.
 
Refer to our help document on Forms for detailed instructions for configuring forms for your business.
 
Forms Availability: Free Plan: 1 | Express Plan: 3 | Premier Plan: 5
Additional forms can be purchased as add-ons.
 
What's next?
We have more enhancements planned for Forms, such as support for Google reCAPTCHA, customizable form URLs, and an option to display your company logo in the form header. We don't have a release date for these enhancements to share, but rest assured our team is working hard to roll them out soon.
 
We also have new features and enhancements planned for Bigin. Watch this space for more information. As always, we love hearing your feedback, so please try the new form builder and let us know how it goes in the comments!
 
Thank you,
Aayisha
Bigin User Education




        • Recent Topics

        • Inbox Preference - Saved replies based on message repsonse with specific word

          Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained

        • Basic Price List Functionality Still Missing

          I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that

        • How do I hire employees????

          Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,

        • Automate data upload process like reports

          I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way

        • Greylisted, try again after some time

          Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost

        • Emails linked to Deal

          Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive

        • How to transfer all my mails from Zoho to Gmail or Office 365

          is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 

        • Inquiry Regarding Image Display Issue in Campaign Duplication

          We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the header

        • New integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation

          Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leaving

        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

        • What is Attendee Status 0 and 1?

          Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendee

        • ZOHO BackStage

          How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?

        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

        • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

          Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

        • Calculate hours between 2 date/time fields

          Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael

        • External ID validation.

          I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the

        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

        • Remove Address from credit card payment

          I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

        • Create a button that executes a customized function

          Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I

        • Custom field doesn't fill when converting sales order to invoice

          Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

        • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

          I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho

        • How to Display a Logo Image on a Public Form?

          I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

        • Advice for my first project in Zoho

          Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my

        • Associate Email API Internal Error

          I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the

        • Profit on Sales order

          Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

        • Subform Data in v2 REST API

          What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

        • Is the filename of an attachment restricted to only certain languages?

          Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled

        • How to create comparison time periods like these examples

          In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected

        • Overwrite Option for custom modules

          Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

        • Zoho Creator - Zoho Analytics

          I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

        • Unable to send emails

          I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

        • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

          Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,

        • Easy way to delete attachments

          I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

        • How to add new deal to existing contact

          Hi, I want to add new deal to existing contact.

        • Domain verification is in progress... (How long do I need to wait?)

          Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

        • email address autocomplete

          Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

        • Linking an email to a Contact when the email is sent in deluge via sendmail

          The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

        • How to restore deleted Field

          I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

        • How to select multiple notes at once in the PC client?

          In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0

        • How I can add customized Invoice

          Hi, I wanna use a customized Invoice, how i can add that

        • Next Page