Website enquiry forms are built by the Visualcare team. They are separate from JotForm and can’t be created or edited directly in Visualcare.
Cost
Your first enquiry form, up to one A4 page in length, is built at no charge. Additional forms, or forms longer than one A4 page, are quoted based on their length and complexity. We’ll send you a quote for approval before any chargeable work begins.Requesting a form
1
Prepare your form
Put together the form you want on your website as a Word document, PDF or image. Include every field, any drop-down or checkbox options, and which fields must be completed. Use the field types and linking fields to the lead profile sections below as a guide.
2
Raise a support ticket
Email your form to support@visualcare.com.au. Requests can’t be taken over the phone, so please always send them through a ticket. Add any specific requirements, for example, how you’d like fields laid out.
3
Review your quote (if applicable)
If your form is chargeable, the helpdesk team will send you a quote. Approve the quote to start the build.
4
Receive your embed code
Once the form is built, the helpdesk team will reply to your ticket with a code snippet.
5
Add the form to your website
Pass the code snippet to your web developer to add to the page where the form should appear.
6
Test the form
Submit a test enquiry and check it appears under Operations > CRM > Website Enquiries. If anything needs changing, reply to your ticket and let us know.
Field types
Each field on your form uses one of the following types.
For select, check-stacked and radio-stacked fields, list every option you want to appear.
Labels
Each field label must fit on a single line. Labels can’t include line breaks.Section headings
You can add headings to break your form into sections, for example, Client details or Support needs. Headings display as text only and don’t collect any information.Layout
Forms use a grid with 12 columns per row, so you can control how wide each field is.
If you don’t specify a layout, the team will match your original form as closely as possible.
Required fields
Every form must include these four fields, which are always required:- First name
- Last name
- Phone
Linking fields to the lead profile
Each field on your form can be linked to a field in Visualcare. When an enquiry is added to leads, linked fields fill in the matching fields on the lead profile automatically, so your team doesn’t need to re-enter them. When you send your form, let us know which Visualcare field each form field should link to. Fields commonly linked include:
Fields that aren’t linked are still captured. You can see them when you view the enquiry, but they won’t carry over to the lead profile.
For select, check-stacked and radio-stacked fields, the options on your form must match the options set up in your Visualcare drop-down lists, otherwise the value can’t be carried over. See Editing drop-down lists to check or update your options.
Managing enquiries
Once your form is live, every submission appears under Operations > CRM > Website Enquiries. From here you can view, search, filter and export enquiries. See CRM overview for details.Converting an enquiry to a lead
Add an enquiry to leads to bring it into your onboarding pipeline. All linked fields transfer to the new lead profile automatically. You can then add any other details under Operations > CRM > Leads.Converting a lead to a client or worker
When you’re ready, convert the lead into a client or worker profile. Any information in fields shared between the lead profile and the client or worker profile carries over automatically.Related articles
CRM overview
View, search and manage website enquiries and leads
Quotes
Generate service quotes for leads and clients
Editing drop-down lists
Make sure your form options match your Visualcare lists
Creating a client profile
Create a full client profile after converting a lead