Exposing webform as link or QR Code and actions on submit customization in CRM

Exposing webform as link or QR Code and actions on submit customization in CRM

Dear Customers,​
​
​We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose webforms as links for seamless integration into blogs, emails, and social handles. No webpage? No problem! Collect submissions effortlessly with the link format.​
​
​Two major enhancements in this release:​
  • Link and QR Code are introduced to the existing publishing formats.​



  • Actions on Submit button - We've got you covered with a customizable splash message, a thank you page, or redirect to a custom URL upon submission.​

    ​​

Now, let's see what these new options can offer us.​

​Link format

​Exposing webforms as a link enhances accessibility, allowing easy sharing through various channels like emails or social media, streamlining user interaction and increasing engagement.​
​
​Let us look at an example to understand this better. Let's say you're running an email marketing campaign to gather customer feedback. You can include the webform link in your email content where recipients can conveniently access the form directly from their email.​
​ ​
​Note: You can also say goodbye to lengthy URLs! We now provide shortened URLs for easy sharing.​



QR code format

​​The benefit of exposing webforms in QR code format in Zoho CRM is increased accessibility and convenience. Users can easily access and interact with webforms by scanning QR codes, such as in events, marketing materials, or any situation where physical or digital distribution of QR codes is practical.​
​
​For example, let's say you're hosting a business event or conference. You can generate a QR code linked to the event registration webform. Attendees can quickly register by scanning the QR code with their smartphones, simplifying the registration process and enhancing the overall event experience.​
​
​Note: You can download the QR code as an image file and use it on printed materials, such as brochures or posters, to link individuals to the associated webform with a simple scan seamlessly.​



Customization actions on "submit"

​​You can easily share webforms in different formats and customize one of three actions for the submit button.​
​

​Thank You Page​

​​​Opting for a thank-you message redirects you to another page right after clicking the Submit button. This page delivers a confirmation, instructions, or any relevant details.​
​
​The thank-you page serves the purpose of offering users without a custom webpage a system-defined space to showcase a personalized success message post-submission. You also have the flexibility to customize the content on this "thank you" page, enhancing the overall post-submission experience for your users.​



Note: You can customize the message using the text editor options.​



​​Splash Message​

​Opting for a splash message ensures that the success message appears on the same page immediately upon clicking the Submit button. This feature is perfect when you want to present the success message directly on the webform's hosted page, offering a seamless and engaging user experience.​



​​Form title Preference
​
​Apart from the above enhancements, you now have the option to decide whether to show or hide the form name on your webform by checking the "Preferences" checkbox. ​



​​​Availability: ​
  • The link option is available for all paid edition and developer edition.
  • The QR code option is available for only the enterprise and above edition.
  • Action on submit and preference of name is available for all editions.
​
​Thanks,​
​Zoho CRM Team

    • Sticky Posts

    • SEO for your Zoho Sites Website

      Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/

    • Website Accessibility

      I have two sites created in Zoho Sites which are both live. Some questions: 1. Are any of the template themes WCAG 2.1 AA compliant? 2. How do I change the format of a sub-heading in the header section? 3. Is there any way to add focus indication for

    • Unveiling Zoho Sites 2.0 - A new dimension in website building

      Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

    • Visual Editor Webinar

      Join our FREE live webinar to learn how to use the Zoho Sites Visual Editor to easily design your website. Our product specialist will demonstrate how this tool will help you customize your website to suit your requirements.  Register here: https://www.zoho.com/sites/webinars/

    • Zoho Sites Webinar | Integrations

      Join our FREE live webinar to learn how to integrate both Zoho and third-party products with your Zoho Sites website. Our product expert will demonstrate how to use these integrations to grow, manage, and retain the customers you bring in. Learn how to take your business forward and build stunningly robust and efficient websites. Register here: https://www.zoho.com/sites/webinars/

    • Recent Topics

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Shared values: From classroom lessons to teaching moments in customer service

      While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

    • Export to excel stored amounts as text instead of numbers or accounting

      Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

    • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

      How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

    • Zoho Desk blank page

      1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

    • I hate the new user UI with the bar on the left

      How can I reverse this?

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • Question regarding import of previous deals...

      Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

    • Client Script also planned for Zoho Desk?

      Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

    • One person/cell phone to manage multiple accounts

      Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

    • Tracking KPIs, Goals etc in People

      How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

    • Zoho Desk: Ticket Owner Agents vs Teams

      Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

    • Can not Use Attachment Button on Android Widget

      this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

    • Announcing new features in Trident for Mac (1.24.0)

      Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Vendor Master Enhancements for Faster Purchase Entry

      I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

    • Mass Mail Statistics - Number of unsent emails

      How do I find out which emails were not sent?

    • Est-il possible d'annuler l'envoi d'un mail automatique ?

      Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • embed a form in an email

      Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • How to add Zoho demo site page designs to my Zoho Sites website

      Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

    • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

      Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

    • Add Analytics function for Title case (capitalising each word in a string)

      At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

    • Where can I find rejected inbound mails and their reason for rejection

      Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Base Currency Adjustment Reversal

      Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • Unable to enable tax checkboxes

      Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

    • Search Records returning different values than actually present

      Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Super Admin Access to All Courses and Spaces in Zoho Learn

      Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

    • Next Page