SmartForms are online forms that you can embed into your website to capture information from your website visitors and automatically create them as contacts in Brightpearl!
SmartForms can be used for simple tasks such as submitting a customer enquiry or requesting a callback, or slightly more involved processes like requesting a brochure and receiving it as an automated response. SmartForms can create new contacts, enabling your contact forms to become powerful lead generation tools.
SmartForms are created in Brightpearl and then embedded into a website page. When the form is completed online a new customer record will be created in Brightpearl.
Go to Marketing > Smart Forms. Here you will see all SmartForms stored on your Brightpearl account, including the default 'main contact' and 'registration' forms.
Click the Add a new SmartForm.
On the left-hand side use the drop-down menu to begin adding the fields to your form; add anything that you want to capture from your website visitor. You can rename the listed field if you want.
Tick the checkbox next to any field you want to make required; this means the customer will be forced to complete the field.
Use the arrows on the left of the field to click and drag the fields into your preferred display order. You can remove any field by clicking on the the red cross.
Select the Page Information tab and enter a page title and SmartForm name; one the customer will see and one you will use to recognise the form.
Enter an email address to say where the details are sent whenever someone completes the form, for example, you may have a special "enquiries" email address. You can also select a template for this email.
Select the Header tab, this is where you can write a sentence or more to appear above your SmartForm; useful for helping your customer understand why they are filling out the form and what response they can expect to get.
Select the Confirmation tab and enter a sentence or more that will be displayed after the form has been submitted; useful for letting your customer know what will happen next, or thanking them for their time/enquiry/custom.
Select the Embed/link code tab, this is where you will find the code you need to embed the SmartForm into your website.
Click Save changes to complete your SmartForm. It is now ready to embed into your website!
If a contact that already exists in your Brightpearl account completes one of your SmartForms; then the information will be shown on their timeline but will not update their contact record. You will need to update this manually if needed.
Brightpearl SmartForms can be embedded in to nearly any external website simply by adding a piece of code to the third-party site. In order to protect your form from being copied to anyone's website we recommend that you add the domain names of allowed websites to the white list.
Go to Marketing > Smart Forms.
Click the edit pencil icon next to the SmartForm you want to use.
Select the External/link code tab.
Highlight and copy the line of code for embedding the form onto your website.
Paste this code into your website template.
Only websites that match the whitelist will be allowed to display your SmartForm. If no sites are listed, then any website can use the embed code to display your SmartForm.
Go to Marketing > Contact Forms.
Click the edit pencil icon next to the SmartForm you are using.
Select the External Link tab.
Scroll down to the White List section.
Type you list of allowed sites.
Tip: When adding domains to the whitelist it is good practice to use as much of the domain name as possible e.g. if your website is at http://www.yoursite.com/ then use "www.yoursite.com" in the whitelist. If however you also need http://secure.yoursite.com/ to show your forms, it is perfectly reasonable to either add "secure.yoursite.com" to the whitelist, or by using "yoursite.com" in the whitelist you will enable both http://www.yoursite.com/ and http://secure.yoursite.com/ to show the form.
By using a Brightpearl SmartForm it is easy to automatically send information to someone after they have sent you some details. For example if you want to send out a brochure once a user has provided their email address and contact details, a Brightpearl SmartForm can do this for you by following these simple steps.
Setup an email template that will form the response to your contact form. If you are offering a brochure or download then provide a link to the file from within the email.
Create a new SmartForm to gather the information you require.
On the Page Information tab and select the email template in the Email file when submitted field.
Alternatively you can set the "Redirect to:" option of the SmartForm to direct the user to a download page within you website.
Embed the SmartForm on to your website.
Sit back and relax, as Brightpearl SmartForms automatically deal with your website enquiries.
We've built a plugin that lets you embed a contact form into your Wordpress site, it's free and easy to install (you'll need your own hosted version of Wordpress).
Tags are a really useful way of managing customer groups and interests. They are also used with our MailChimp integration. When defining a SmartForm you can select which tag should automatically be applied to the contact when they are created in Brightpearl, find it under the Page information tab.
If you wish to tag the contact with a tag connected to MailChimp you must include the field called " Newsletter " - this allows the customer to specify whether they would like to receive newsletters from you or not. If they say "yes" they will be tagged and sent to your MailChimp account, if they say "no" they will be tagged but not sent to MailChimp. You can see the "Receive newsletters" setting within the contact record.
You can find the code on the Marketing > Contact Forms page too, in the External Link tab when editing any SmartForm.