Input forms

Would you like to know who wants information about the company or products or who wants to come to your seminar or open day? In that case, use the Input forms functionality.

By linking an input form to a web page or a course, you compel visitors to register specific information before they can download the requested information or participate in a course.

Video

Description

You can use input forms in various situations. Depending on the application, you may need to set up more data.

Sign up or Register?

If you want to know how many people are coming and who these people are then you choose Sign up (course).

If you want to know who wants to have information or come to an event then you choose Register (general). In this case the visitor must leave his/her details behind (register) so you can make contact.

If you want someone to record his/her details before he/she can download a file so that a workflow can be started in which someone is given the task of calling him/her back then choose Sign up (general).

Sign up an anonymous participant

For the immediate sign-up of an anonymous participant for a course, there is a separate sign-up form.

Count numbers -> sign-up form

Suppose you organise an open day on which visitors are welcome to drop in on your company. For you, it is not important who these visitors are: customers, prospects, family of employees, neighbours, etc.

However, the general and technical services department would like to know how many people they can expect so that the catering can be arranged.

In this case, you create a sign-up form to which you do not link any action.

The completed forms are saved in Profit. There is no view, but a data collection is available. You can retrieve the result from Profit using the Completed forms analysis.
Use a filter on the 'Input form description' field, because there is only one data collection for all input forms (also the one for which a workflow is submitted).

Collect information

If a visitor to your site wants to sign up for an event, you obviously want to know who this visitor is. You can then prepare a name badge or a personalised certificate in advance. In this case, you create a sign-up form you link to a dossier item type. You use the destination of the dossier item type to save the registration in the dossier of the organisation or person, for example.

Collect information and follow-up task -> registration form

Suppose a visitor to the site requests a brochure. You will then want to know who is interested in a product. If the visitor registers, someone from the Marketing department should send the brochure (digitally). Next, an employee from internal sales department calls the customer. For this, you create a registration form you use to ensure that the visitor first registers before he or she can specify (on a subsequent page) the product for which he or she would like to download a brochure.

An example of the processing:

Preparation

• Configure an input inform

  You can save the completed form in the dossier of the person or organisation. You can only do this if a dossier item type is linked to the input form.

Procedure

• Add an input form
• View completed forms
• Filter on input forms
• Change an input form
• Delete an input form
• Match a person/organisation
• Register an anonymous participant immediately for a course
• View the default website for a user in the case of multiple sites

Also see

• Process an input form in InSite

  If an input form is linked to a dossier item then, in the General part in the dossier item properties, all the fields from the input form are added with the value as they have been entered by the visitor. You cannot change this data

• Process an input form via a workflow in InSite

  You can process an input form via the task list in InSite.

• Match a person/organisation

  The Processing data from the input form workflow action is available to match persons from the workflow.

• View the default website for a user in the case of multiple sites

  If multiple sites have been configured, the default website is automatically entered for the user when he logs into an OutSite site. If you include a link to a site for the sending of an e-mail, this site is then linked.

• Opt-in on input form

  The opt-in functionality provides support for mass e-mails. This is only legally permitted if the recipient has given consent in advance. With this functionality, Profit offers support for the process for requesting permission via what is known as the 'double opt-in functionality'.