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

    • need payment link excl. TDS Amount.

      Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.

    • CRM is very slow now

      CRM is very slow now. Plz check ASAP

    • Access error when running invokeurl

      Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",

    • Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports

      Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.

    • How do I add more space to a note in ‘draw’?

      I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?

    • Overtime per week vs. per day

      In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  

    • Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders

      Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobot

    • notebook synchronization - problem

      Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the image

    • Notebook 3.5.0 -- Sort order Name A-Z not working

      Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.

    • Stay organized with chat-to-ticket timers

      Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a new

    • New notecards not syncing across devices

      Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please help

    • Please add custom sort in Windows ver. of Notebook!

      Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do

    • Formula to return string "WK 26 - 6.2.25 - 6.8.25

      Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))

    • Introducing LeadChain in Bigin to sync leads from Social Ads easily

      We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back

    • Templates Access

      There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they

    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

    • Power of Automation :: Autocomplete the Project upon Task closure.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Unable to send email through Gmail

      So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to

    • "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

      Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP

    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

    • Pre-fill Email field on Zoho Forms

      Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel

    • Webhook Trigger for New Messages in Cliq Channels

      Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

    • Unable to add subdomain email account under the main email account

      Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,

    • How to delete a large number of emails

      Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and

    • want to renew my account

      I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges

    • Mail app and desktop on chrome not syncing properly.

      Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a sync

    • Can't connect to Thunderbird

      Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct

    • Can't receive emails, but can send

      I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

    • Partial refunds

      I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

    • Tickets are enabled but not showing in zoho desk widget

      Hi, I have a Zoho Desk ASAP JWT widget inside my app. I enabled the KB, tickets, and salesIQ chat (screenshot 1), but only the KB and chat are showing on my app widget (screenshot 2). Can you help? Thank you

    • default to display images in mail

      How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup

    • Zoho CRM Theme Color?

      I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

    • US Zipcode Mapping for Sales Tax areas

      In its current form, Zoho Commerce maps tax percentage to different states. Due to the wide variety of tax areas within each state, it would be much better to map sales tax against each individual zip code. In addition, it would be highly desirable to

    • New Emails not being received in Zoho Email account

      I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically

    • Custom Function : Copy multilookup field to text field

      Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

    • Relocating the server from Europe to the UAE

      We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER

    • get statement as file pdf to send in whatsapp template

      hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date

    • I already configured DKIM Records, and other records as well

      I already configured DKIM Records, and other records as well but it is still going like a spam mail

    • No recibo correos

      Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

    • Next Page