This guide will help you get the information you need from a potential client to submit a proposal that will impress. Use Moxie's form feature to learn more about the client’s needs and determine if there’s a good fit.
Why forms?
Forms can be used throughout your client lifecycle.
1) Lead capture - Use a form embedded in your Web site to capture a lead that can be easily converted to a client in Moxie with just one click.
2) Discovery forms - Find out what a client needs and use it to create the perfect proposal and contract.
3) Requests and ticketing - With a customized form and your client portal, you can create requests and tickets for your clients to complete when they need something from you.
4) Other information - Capture information needed from current clients before a meeting or anytime you're collecting standardized information.
Adding a form
Navigate to "Form builder" from the workspace settings in the lower left corner and select the "Forms" tab. All of your created forms will be saved here for future use. Create a new form or choose one of your previously created forms.
Content blocks
There are three main categories of content blocks.
Form inputs - allow you to gather information. This includes text inputs, drop down, radio buttons, check boxes, file uploads, and dates.
Content blocks - allow you to add rich text and media, images, and logo placement.
Layout elements - allow you to specify page breaks, horizontal dividers, spacing as well as a container which allows creating multi-column forms / sections.
To add content to your form, simply click and drag an element from the left bar into your page. Once it's on your page, you can move elements up and down by simply dragging and dropping them.
When you are ready to customize your form elements, simply click on any of the elements on your form and the element edit window will become available to modify the settings.
The active element will be highlighted with a drop shadow so you can see exactly what you are modifying. When you are done modifying the settings of the form input, simply click done to return to the main element screen.
Pages allow you to break down your form into smaller chunks to make it easier for the individuals filling the form. (Note: pages will be silently ignored when the form is utilized in a meeting scheduler or in the Request/Ticketing module)
To break your form down into multiple pages, simply drag page separators into the areas where you want page breaks.
The outcome for the end user will be a multi page form experience with customizable forward and backward buttons.
Field Mapping
One of the most valuable features of using integrated forms is the ability to map data captured in the form into structured data in the CRM that can be associated with new opportunities, contact records, etc.
Any of the form input fields can be mapped to any element in the client CRM dataset, including custom fields.
Form Settings
The settings tab in the form configuration allow you to configure what happens after a form is submitted.
Confirmation email template - will be the automated email template that is sent out upon submission of the form. Please note that you must include an "Email" mapping in the form answers for the template to be sent successfully.
Add submission to pipeline - if a stage is selected here, a new opportunity will automatically be added to the pipeline with all of the information captured in the form associated. This can be used with workflow automations to automatically trigger events as soon as someone submits a form on your website.
Redirect URL - Must be a fully qualified URL in https://www.website.com format. Note: if your form is embedded in an iFrame, this feature is not supported as the content within an iframe does not have permission to redirect a parent form. You can follow this help article for a workaround when using iframes and redirects.
The text block on the settings screen is used to show a confirmation / thank you message after the form as been submitted. If you are using a redirect, this is not required and will not be visible by the end user.
Form Styles
Almost everything in the form is customizable including font, font size, icons, colors, etc.
View results
To view the results of a form, you can click the form itself and the 3 dots in the upper right corner of the form and click "View results." If you have sent the form directly to a client from their client overview, you'll also be able to see these answers in the "form" tab under that client as well.
You can also opt to have answers emailed to you. In the form, click settings and then check the box to "Send results in notification email." You will want to uncheck this box if people will be entering sensitive information that should not be stored in email.
How to think about using forms
Forms can be used to get some basic information from a prospect, scope of a project, or really anything you need to know. Some questions you could ask include:
What is your budget for this project?
How long will this project last? (e.g. 1 week, 3 months)
Briefly describe the project.
Which of my services are you interested in? (accompanied by a multiple-option list of services you offer)
The options are limitless here! Ask for any information you’ll need to develop a proposal and write up a contract for the client.
Using your form
Depending on your type of form, you can choose to embed it directly on your website or get a direct link. Click "Share" in the upper right corner and choose the option that makes the most sense for this form.
Moxie allows you to create as many forms as you'd like. Each form can be used as a template for future use. |
You can add your form to a meeting scheduler or client ticketing.
Lead capture
Anytime someone completes a form (from a link or embedded in your website), you will get a notification and they will be added to the inquiry column in your pipeline. View answers by clicking the notification or in the column in pipeline.
Add your new lead as a client by opening their submission in pipeline, click "Activity," then the icon for the form submitted. Then select "+ Create Client."
So, what’s next?
If you captured a lead with forms, confirm you are the right fit with your client via email or by creating a meeting to get any questions you still have answered. If you feel you’d be a good fit for the client, go ahead and create an agreement.