Advanced and GDPR-compliant user form handling

Forms on a website are a critical part of customer interaction.

At Tribal we think they should be easy to use for users, and easy to manage for website owners.

Form diagram We build form systems to give maximum control over where form data is sent.

For example:

the customer can be sent an acknowledgement
the site owner can be alerted
the form data can be logged
the form data can create a Contact or User in the site's database
a lead can be created in a separate customer relationship management system (CRM).

By providing a range of powerful options, the form systems we deliver can easily be adapted to a range of needs, whether in sales, customer service or other functions.

Building forms

Here are some typical features of the forms that we can build, ranging from the simple "contact form" to the more complex.

Simple forms

We build forms using a standard tool (Zenario Forms). This lets you or we build a simple form in seconds, by drag and drop.

Defining the form

There can be text boxes, checkboxes, radio buttons, drop-downs, list selectors, attachments. There can be auto-calculation fields for numerically-oriented interfaces.

Creating contact records

When a user fills in a form, a Contact record, or an existing one updated.

The fields on the form, and in the Contact record itself, are easy for you to manage.

Multi-step forms

Some forms are complex and have multiple steps. We build forms like this, usually with a summary page before the final submission. Users can save an in-progress form and come back to it later.

Attachments

Forms can have attachments. Sometimes these are simple, but we have techniques for allowing documents to be merged into bundles for better management.

CRM integration

We have considerable experience integrating forms with Salesforce and other CRMs. The purpose can be a simple sales lead, or it can be more sophisticated, such as a grant application form.