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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Enable Sending Direct Messages to Self in Zoho Cliq

        Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

      • JOB Sheet can not send PDF as service rapports and more info needed other topic

        Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

      • Tax Deduction at Source (TDS)

        I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure

      • UNAPPROVED record management

        When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

      • Zoho mail filter Add to WorkDrive doesnt't work

        Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

      • Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

        Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

      • Add blueprint buttons to listview and kanban

        Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

      • Deleted message in SPAM

        In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

      • 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

      • Multiple Facebook Pages under Single Brand

        Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

      • Zoho Books Estimate to Zoho CRM quote?

        I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from

      • Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation

        Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate

      • Apple Messages for Business in Omnichannel communications?

        Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

      • Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

        Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential

      • Schedule meeting monthly on a particular day

        Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on next

      • In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

        Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales

      • Added Domain but SSL is not being set properly

        We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?

      • Zoho CRM Widget not displaying 2 related lists (JS)

        Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

      • KPI widget with percentage

        I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being

      • Canvas List View Not Saving

        Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message

      • QR code image is not exported in PDFs

        The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

      • QR codes in templates

        I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

      • Zoho CRM search not working

        The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.

      • Reload page with widget

        Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes to

      • Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.

        Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them

      • Tags on notes aren't syncing correctly on Android

        I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

      • Reports - custom layout - duplicate report

        Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...

      • How to map a global picklist from one module to another

        Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be

      • Pageless mode needed to modernise Writer

        When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

      • Changing the Logo Size on Zoho Sites

        My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template.  Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file?  Thank you. 

      • Is it possible to Select Item Serial Numbers from a Sales Order?

        Our accepted estimates are converted to Sales orders for our warehouse staff to pick.  How can my warehouse staff select the serial numbers for an item when editing a Sales Order?  Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!

      • MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

        Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I

      • Zoho CRM Widget not displaying 2 related lists (JS)

        Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

      • Zoho Books and Zoho Projects Task Status Update

        How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.

      • Default Sort Order in Project Tasks View

        It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are

      • Assigning Tasks and Requests to Groups... how do I?

        Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system.  I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality.  I am hoping that there is a way

      • Parsing of SQL query failed. Please check the SQL syntax.

        I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error

      • Where is the setting to enable/disable 2FA?

        The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >

      • How to Assign Record Ownership in a Custom Form via API?

        Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request

      • Next Page