【Zoho CRM】Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。

【Zoho CRM】Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。

いつもフォーラムをご覧いただき、ありがとうございます。
本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。

　*当アップデートは、以下の環境でご利用いただけます。(2024年2月13日現在)
　　ーリンク：スタンダードプラン以上
　　ーQRコード：エンタープライズプラン以上
　　　全てのデータセンターで利用可能

◼︎ アップデート内容

1.Webフォームの公開方法にリンクとQRコードが追加
これまではZoho CRM で作成したWebフォームを公開する場合、ソースコードかiFrameによる出力が可能でしたが、加えてリンクやQRコードによる公開ができるようになりました。
これにより、メールやSNSにフォームのリンクを記載し顧客からの情報を収集する、カタログ資料などの印刷物にQRコードを掲載してフォームにアクセスしてもらうなど、より幅広く活用できます。

(Webフォーム、公開方法の選択画面）



2.お礼ページのカスタマイズ
顧客がフォームを送信した後の処理として、指定したURLに移動するほか、カスタマイズしたお礼ページの作成や、フォーム画面にメッセージをポップアップ表示することも可能になりました。

(送信後の処理・お礼ページのカスタマイズ画面)



(ポップアップ表示を利用した際の、メッセージ表示例)




いかがでしょうか。適用環境に該当するユーザーの方はぜひ、当アップデートを確認してみてくださいね。

当アップデートに関する詳細・最新の情報は以下もご参考ください。
　ー本社のフォーラム投稿：https://zurl.co/qyYk (英語)

◆Webフォーム機能について知りたい方はこちら
　ーWebフォーム機能でできること：https://zurl.co/sqMV
　ー設定方法などのヘルプ記事：https://zurl.co/w89z

◆Zoho CRM のアップデートは以下のページにて随時更新中！

…………………………………………………………………………………………………………

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（フォーラムTopから興味のあるサブフォーラムをクリック後「フォローする」をクリック）
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！




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