Introduction to Web Forms
FlowerBuddy’s web form feature allows you to create customizable forms to gather data from leads and integrate it into FlowerBuddy events and proposals.
Accessing the Form Editor
Navigate to the top menu bar in your FlowerBuddy account.
Select the 'Data' page then click the 'Forms' tab
If you have not created a form yet, click "Add Form"
To access the Form Editor, click the pencil icon next to form you would like to edit.
Event Creation Options From Form Submissions
At the top of the form editor, you will see a switch called "Create Event"
If "Create Event" is enabled form submissions by clients will automatically generate an event in FlowerBuddy.
If "Create Event" is turned off, then you'll be notified by email that you have received a form submission but an event will not be automatically generated. You will then have the option of creating an event based on the form submission from the "Form Submissions" tab (more detailed instructions below)
Linking Forms to Event Templates
If "Create Event" is enabled, you will have the option to link an Event Template. Additionally, you will be able to add a "Recipe Quantity" question to your form which references recipes from the selected Event Template. For example, you can ask a client what quantity of arrangement types the need (e.g. # of bridesmaids bouquets, # of corsages, etc). When the client submits a response within this configuration, then the an event will be created with the selected Event Template, and the recipe quantities within the event will be automatically updated as well.
Customizing Form Appearance
Customize the form's appearance with logos, background colors, font styles, and introductory text.
Form Fields and Questions
Every Form automatically include name, email, and event date at the top, this can not be edited or changed.
Add custom questions using different types like text, number, multiple choice, and client contact info.
Specify the destination for each question’s response, such as event details (private) or proposal notes (eventually visible to client).
Adding and Organizing Questions
Insert new questions using the 'Add Field' button or the plus sign between existing form questions
Form Submission and Confirmation
Customize confirmation messages and emails for leads upon form submission.
Set a return URL to redirect leads back to your website after submitting the form.
Event Creation from Form Submissions
Review how submissions are automatically converted into detailed events with pre-filled information in recipes and timelines.
Manually create events from submissions when automatic creation is disabled.
Integrating Web Forms into Your Website:
Go to the "Data" page and select the "Forms" tab and click the pencil icon of the form.
Select "Copy Shareable Link" and insert the shareable link of your form into website buttons or links to direct leads to the form.
Your form editor has a "Return URL" field. Place your website URL in this field to ensure that lead respondents are redirected to your website.
Written by Tony Guerrie
Updated over a week ago