A contact form on your website is a valuable tool that facilitates effective communication between your business and your audience. It serves as a convenient and user-friendly means for visitors to reach out to you or provide feedback. Read everything about what contact forms are and how to set them up in Teamleader Focus.

TABLE OF CONTENTS

• What
• How
• Create a contact form
  • Remarks
  • Basic vs Beyond features
• Contact forms overview page
• Custom branding for your contact forms
• Embed a contact form in your website

Interested to see how it works already? Ask us anything regarding the contact forms right here:

What

A contact form on your website serves as a valuable communication channel, bridging the gap between your business and potential customers. By including a contact form, you eliminate barriers to communication, making it easier for potential customers to engage with your brand.

The advantages:

• Efficient lead capturing: Streamline the process of capturing leads from website visitors, making it quick and hassle-free.

• Centralised communication: All leads from the contact form are stored within your Teamleader Focus account, and there's no scattered information across different channels. Enjoy a centralised hub where you can view, manage, respond to, and nurture leads efficiently. And not only that, having everything in one centralised tool also saves valuable time!

• Easy to use form builder: You don't need a designer or technical expertise to customise your web forms.

• More business: By simplifying the lead capturing process and minimising friction, you can see a boost in conversion rates, translating into more leads and business growth.

How

The principle is very simple:

• First of all, you need to activate the Customer Meeting add-on in Teamleader Focus 
• Then you can create a contact form in a few easy steps
• Optionally, you embed the contact form in your website
• Your leads/customers fill out the contact form on your website
• Their answers will get synced to the contact/company/deal fields of your choice in Teamleader Focus
   

Create a contact form

1. In Teamleader Focus, click on Contact forms in the navigation menu on the left, or go to the Customer Meeting add-on and click on Contact forms
2. Click on Activate for free if it's your first time creating a form, otherwise choose Create a form in the top right-hand corner
   
3. The name of the form will be prefilled as 'Form 1', but you can always adapt this.
   Notes: 
   • The name of your form is limited to max. 100 characters.
   • When you change the name of your contact form afterwards, this will impact both the contact form URL and the embedded HTML of your contact form.
4. Choose what you want to do with each completed form. Once checked, there are a few questions that are required. The answers to these questions will be linked to the corresponding fields of your choice in your Teamleader Focus CRM. 
   • Create new contact
     • A new contact will be added to your contacts in Teamleader Focus. Optionally, you can select one of the tags here that you defined in your CRM settings. This tag will then be added to the contact, making it possible to easily segment on the contacts created through this form afterwards.
     • The required questions are: first name, last name and email
     • When checked, you'll be able to link the custom questions (cf. step 6) to contact fields in Teamleader Focus
     • Note: If the contact already exists in your Teamleader Focus account (with the same email address), no new contact will be added but the additional information that was filled out (tags or additional questions) will be added to the 'Background information' field of the existing contact.
   • Create new company
     • A new company will be added to your companies in Teamleader Focus. Optionally, you can select one of the tags here that you defined in your CRM settings. This tag will then be added to the company, making it possible to easily segment on the companies created through this form afterwards.
     • The required questions are: company name
     • When checked, you'll be able to link the custom questions (cf. step 6) to company fields in Teamleader Focus
     • Note: If the company already exists in your Teamleader Focus account (with the same company name), no new company will be added but the additional information that was filled out (tags or additional questions) will be added to the 'Background information' field of the existing company.
   • Create new deal
     • A new deal will be added to your deals in Teamleader Focus. The title of your deal in Teamleader Focus will be the title of your form.
     • There are no required questions here
     • When checked, you'll be able to link the custom questions (cf. step 6) to deals fields in Teamleader Focus
5. In the Advanced settings of the form, there are three possibilities:
   
   • Creator of the form is notified of a completed form: as the creator of the form, you'll receive an email notification on your primary email address whenever a form is completed.
     Note: this box will be checked by default.
   • Allow respondents to get a copy of the completed form: whoever filled out the form can choose to receive a copy of the completed form on the email address they provide.
   • Ask respondents to accept terms and conditions: before submitting their answers, respondents will first be asked to accept the terms and conditions.
6. Add additional custom questions by clicking on + Add question
   • Fill out your question, choose the type and choose which field to link the answer to
     • You can link these questions to your contact, company or deal fields in Teamleader Focus (but the available fields also depend on your package cf. 'Basic vs Beyond functionalities'.)
     • You can also link your contact/company/deal custom fields. If they are required, then these questions will be added as form questions by default.
   • You can preview the question immediately next to it
   • E.g. I want to know the primary address of the company:
     
   • Save the question
7. Preview the contact form by clicking on Preview
8. Save the contact form

Remarks

• Make sure you either check 'Create new contact' or 'Create new company' if you want to be able to also create a new deal and to link the answers to your questions to Teamleader Focus.
  
  
• If you already linked a question to a Teamleader Focus field within for example the Company category, then you won't be able to link a second question to that same Teamleader Focus field.
  Example: You've already asked your customer their website in this question:
  
  In the next question, you also want to know what their employee platform is: 
  You'll receive the message that this field is already in use on another question. You can choose e.g. 'Contact website' instead, or the field 'Company - Background information'.
  
  Note: The field 'Background information' is an exception to this rule, as this field can be linked to several times.
  
  
• If you uncheck an option e.g. disable 'Create new company', then the linked questions will be removed:
  

Basic vs Beyond features

If you downgrade from a Beyond to a Basic package, you'll only be able to keep one contact form active. In this case, the latest contact form you created will be active, the other ones will be deactivated. 

For a full overview of the Basic vs Beyond features, please consult this article.

Contact forms overview page

After you've created your contact form you'll be redirected to the contact forms overview page, where you'll have several sharing options such as copying the link to the form or embedding the form. Other options are creating another contact form, duplicating a form, deactivating a form or previewing it. Read all about it here.

Custom branding for your contact forms

You can add your own branding to the contact forms. You can add your logo, show your brand color and give your emails a custom template. To do this go to the customization page:

• Upload your logo
• Add the hex code of your brand in the brand color
• Add custom html in the Custom email HTML template to customize your emails
• Save the page

Soon we will launch a lot more branding options for contact forms, so stay tuned!

Embed a contact form in your website

If you want to embed the contact form in your website or as a contact widget button, you can follow the steps in this article.