Webforms in Zoho FSM: Create a Communication Channel for your Customers

Season's Greetings! 🎄

Looking for a way for your customers to be able to submit requests to Zoho FSM? Presenting Webforms in Zoho FSM.

Using webforms, you can create forms that can be embedded in your website. These provide a user-friendly interface using which customers can enter and submit data to Zoho FSM. Webforms provide a convenient way for customers to get in touch with you to submit service requests, report issues, or raise queries. Users can easily access webforms from any device with an internet connection, making it accessible at any time and from anywhere. These attributes make webforms an effective communication channel in today's digital age.

Create it in a jiffy

Adding a form to your website using Zoho FSM's webforms is child's play. You do not need to have coding prowess or design acumen. You can create a form simply by dragging and dropping the desired fields. The source code for the form will be generated, which you can embed on your website, and voila! Your customers have an easy way of communicating with you.

Make it Presentable and Professional

Various customization options are available to jazz up the webform. You can apply formatting to achieve the desired look and feel of the webform. You can also modify the source code of the webform to apply your own styles. You can add field validations, apply security features like CAPTCHA, and require users to agree to the terms and conditions, thus ensuring that only valid data is submitted by the user.

Link Submissions to Zoho FSM Customers

The request that is submitted from the form can be created for an existing customer or a new customer. Using the phone number or email address, you can determine the existing customer to whom the submitted data should be linked. Alternatively, you can opt to create a new customer for every submission from the webform. Refer to this help for details.

Create One, Use in Multiple Places

You can embed the same webform in multiple places. You will be able to see the count of submissions received from each form. If necessary, you can also temporarily suspend the submissions from certain forms to Zoho FSM by marking them as inactive.