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PowerWebForm

PowerWebForm

  • Date Created: March 25, 2015
  • Last Modified: March 25, 2015

If you decide to associate a campaign to a web form, a campaign response will automatically be created every time a web form is submitted.

  • Date Created: March 25, 2015
  • Last Modified: May 10, 2015

With PowerWebForm, you can create any CRM record when a web form is submitted. Plus different forms can create different records – set one form to create a lead, another to create a contact, etc.

  • Date Created: March 25, 2015
  • Last Modified: March 25, 2015

Duplicate detection is built into PowerWebForm – all you have to do is decide which CRM fields you’d like to use to detect duplicates.

  • Date Created: March 25, 2015
  • Last Modified: March 26, 2015

The submit page cannot be customized. However, you can redirect form submitters to your own thank you page, if you so choose.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

A subscription to PowerWebForm is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: March 25, 2015
  • Last Modified: March 25, 2015

We currently guarantee a 99% up-time, and are striving for 100%.

  • Date Created: March 25, 2015
  • Last Modified: March 25, 2015

PowerWebForm will give you the option to either embed the form in your webpage or have the web form in an i-frame.

  • Date Created: June 28, 2015
  • Last Modified: June 28, 2015

Yes! You can use PowerWebForm to create records for custom and out-of-the-box entities. All required fields of the form need to be populated by the web form submission.

If you don’t want an entity record to be created when the web form is submitted, do not select a related entity and the information will simply be kept within the web form activity.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

In the GoToMeeting Tab, users are able to connect their PowerWebForm solution to their GoToMeeting Account. Simply enter the organization’s GoToMeeting account credentials and press Save. GoToMeeting credentials are only needed if you wish to use PowerWebForm to create registration forms, find more information about this integration here.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

In order for CRM users that are not system administrators to be able to use PowerWebForm, they will need to be assigned to one of the PowerWebForm security roles that are automatically imported into the CRM.

If you want to assign records created by PowerWebForm, but do not want to assign the user a PowerWebForm security role, you’ll need to add proper read privileges to an existing security role. For more information, please see this article.

PowerWebForm Admin
This security role will give users full rights to anything related to PowerWebForm, including the ability to create web forms, as well as read the activities associated with them.

PowerWebForm Service User
This security role needs to be assigned to the user whose username and password is entered in the PowerWebForm configuration screen, if they are not a system administrator.

PowerWebForm User
This security role will give users the ability to see the web form activities, but not make changes to the form.

System Administrators
System Administrators will automatically see PowerWebForm in their navigation, be able to use PowerWebForm, and approve posts without even having any PowerWebForm security roles assigned.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

Any CRM user that you’d like to assign a web-form created record to, must have rights to read the PowerWebForm activity detail. You can either add this permission to an existing security role associated with that user, or assign them the PowerWebForm User security role.

  • Date Created: June 29, 2015
  • Last Modified: October 1, 2017

If you’d like to make light changes the look and feel of your web form, you can input your CSS into the CSS field of the web form setup. If you do not upload a CSS, your web form will default to a white background with black text, like the example below.  For extensive styling, deploying the form via source code may be better suited.  You can find the CSS elements for the web form by viewing the web form link in debugger view.

  • Date Created: September 22, 2014
  • Last Modified: March 24, 2015

Sorry, at this time PowerWebForm are in US format only.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

If you’d like to create a new web form that’s similar to an existing web form, simply navigate to the Web Forms section of your CRM, select the form you’d like to copy, and click on “Copy Web Form” in the ribbon. Please be patient as it takes a few minutes for PowerWebForm to copy a form. Once the process is completed, the new form will open with the same properties. The word “Copy” will appear at the end of the new web form’s name.

  • Date Created: June 28, 2015
  • Last Modified: April 24, 2016

By entering an email address(es) in the Email Notification field, user(s) will receive an email with the web form name in the Subject and the message will contain the form’s details. The notification email will be sent from your CRM and you must have email set up for CRM in order receive notification emails.  The notification email is sent from the User who owns the web form.

If you’d like the notification to be sent a few email addresses, separate them by semicolons. If you need a large number of people to receive notifications, we recommend creating your own email distribution list to be used for the email notification.

 

The notification emails are created in and sent from your CRM system, the form owner(s) must have CRM email configured and working properly to receive emails.

If you’re not receiving notification emails, you can check the email messages for errors.

  • Date Created: June 28, 2015
  • Last Modified: June 28, 2015

You can choose to redirect visitors to a URL after submitting the form by entering the web address in the Redirect URL field. Please be sure to include http:// in the Redirect URL to ensure the link works properly.

You can redirect visitors to the webpage one of three different way: Auto – automatically redirect to the redirect URL. Link – provides a text hyperlink, which users designate (Link/Button field), for the visitor to click on. Button – provides a button with the text, which users designate (Link/Button field), for visitors to click on.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

If you’d like to check entities other than the form’s related entity for duplicates before a new record is created, you can set up additional duplicate checks. To do so, navigate to and open your web form and click on “Duplicates Check” in the navigation bar. Click Add New Duplicate Check above the grid.

Choose the entity you’d like to add additional duplicate check for (Remember, you will already be checking for duplicates on the primary entity of the web form, so no need to add that here) and save the record. Next, click on the “+” next to the “Duplicate Check Fields” grid, and select Add New Duplicate Check Field in the ribbon.

Choose a form field, and a CRM field to check for duplicates, click Save & Close, and click “+” again if you’d like to add another field to check duplicates. Remember, only add fields here that you want to use to check for duplicates and not all form fields need a duplicate check. If you add more than one duplicate check field here, the information being submitted must match all fields exactly in order for a duplicate to be detected. When you are finished, click Save & Close.

  • Date Created: March 25, 2015
  • Last Modified: March 26, 2015

The submit page cannot be customized. However, you can redirect form submitters to your own thank you page, if you so choose.

  • Date Created: December 11, 2016
  • Last Modified: December 11, 2016

The Form Field IDs can only be seen in the web form’s source code. To view your forms source code;

  1. Select the Preview and Deploy in the ellipses menu
  2. Copy the URL and paste into the browser address bar
  3. Right click on the form and select “View Source” (or similar selection in other browsers)
  4. Locate the form fields in the code
  5. Copy the field ID beginning with “powf_”

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

Here you can see what your web form is going to look like. If you’re looking to test the web form, you will need to copy the URL, paste into a browser window, and submit a test form. Depending on how you choose to deploy your web form, you can either choose to Copy URL (for source code) or Copy iframe.

iframe
To deploy the form as an iframe, select the Copy iframe button on the preview screen. Copy the code displayed in the new window, then press OK to close the window. Now you have the iframe code that can be pasted into your website as-is. A benefit of using an iframe deployment is that any changes to the form in CRM will be reflected in your iframe once saved.

Source Code
If you would like to work with the source code, select Copy the URL on the preview screen. Copy the link in the new window, press OK to close the windows, and view the URL. Right click on the form to select View Source, you can copy the source code to deploy the form on your webpage. Any time you make changes to your web form that is deployed via source code, you will need to manually redeploy the form immediately on your webpage in order for new submissions to write back to your CRM.

There are two pieces of script in the source code that need to be deployed in specific areas of your webpage. The first piece of script is inserted into the header of your page to perform the form validation and display the captcha (if captcha is required). The second piece of script is inserted into the body of your page and displays the form itself.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

To add a form field, click on the “+” next to the form fields grid.

Complete your necessary pieces of the form field set up and press Save and Close to return to the web form screen to add more fields.

Web Form
Notes what form this fields will be tied to, this is automatically populated for you.

Display Order
What order the field will be displayed in (i.e. 1, 2, 3 for 1st, 2nd, 3rd…)

Field Label
The text that will appear either on top of or next to the field.

Field Tool Tip
This will display below the Field Label on the form in a smaller font and provide additional information about the field (i.e. “Please input your birth name here.”)

Field Type
This field will let you choose what type of answer you are looking for. Each field type is described in detail in the next section.

Default Value
The default value will be populated in the form field automatically and can be text or a record GUID if mapped to a lookup field.

Field Length (chars)
Denotes if there is a limit to how many characters can be typed into a web form field.

Field Required
Whether or not the field is required to be filled in, in order for the form to be submitted.

Map Field
Where in CRM this web form field will map to. For example, if you have chosen a lead for your related entity, and you are creating a first name field, you will want to map the first name field on the form to the first name field of the lead entity when the record is created.

Search
Used for duplicate detection – If you want to use this field on the web form to detect duplicates in your CRM or not.

Note: If you say “Yes” to use more than one field for duplicate detection, the two fields must both match a record in your CRM in order for a duplicate to be detected.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

To find a specific record’s unique identifier (or GUID), open the record, and pop it out, using this icon () in the upper right corner of the screen. You will now see the URL displayed at the top of the popped-out window. The GUID is the piece after the “=%7b” and before the next “%” sign. You should have 36 characters, including the “-“ between the letters/numbers.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

To populate a lookup field on a record with a static value, you will need to put the technical name of the entity (or the “Primary Key”) in the format entitynameid, in the Field Label field (ex. contactid, accountid, po_newentityid, etc.). Choose the hidden Field Type, and enter the record’s unique identifier (or GUID) into the Default Value field.

You can also use a GUID in a hidden form field to populate a CRM lookup field type with a specific CRM record. For example, if you want to create cases with a PowerWebForm, you could assign all cases to a specific account named “Unassigned Cases”.

You can only populate a lookup field on a record with a static value, using a PowerWebForm.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

If you would like to connect your PowerWebForm to a webinar setup in GoToMeeting, you can utilize the GoToMeeting Section. Simply select the “Select Webinar” button.

This will open a dialog box where you can choose which webinar you would like the PowerWebForm to connect to.

Simply select the webinar this PowerWebForm will connect to and select OK. Once you have selected the webinar that you want the PowerWebForm to map to, you will notice that there will automatically be three form fields added to your form field section. First Name, Last Name and Email, these are the minimum requirements for GoToWebinar registrations, so we have created and mapped them automatically for you.

Once you have this setup, all submissions through the PowerWebForm will map to your CRM system as well as the GoToMeeting system, so that you no longer have to manage multiple databases.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

If a lead or contact is chosen as the Related Entity, users have the option to associate this form to a Campaign. When the form is submitted then a campaign response will be created.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

Text
A single line of text can be entered in this field.

Multiple Text
Multiple lines of text can be entered in this field.

Drop-down List
A list with multiple options that drops-down when you click on the field. If you select this type of field, an “Options” field will appear, where you can type in what options you would like to list in the dropdown field.

Radio Button
A list of items that are displayed, and you can only choose one of the answers. If you select this type of field, an “Options” field will appear, where you can type in what options you would like to list in the radio buttons.

Check Box
One check box that can either be checked, or unchecked.

Multiple Checkbox
A list of items that are displayed, and you can select multiple items. If you select this type of field, an “Options” field will appear, where you can type in what options you would like to list in the dropdown field.

Date
A field where submitters can enter a date. Please note that this date field is in U.S. date format of mm/dd/yyyy.

Phone Number
This field will only allow users to enter numbers, and can be used for numeric values, such as phone numbers.

Zipcode
This field is meant for a number such as a zip code.

Email Address
This field will only allow users to enter an email address.

File Upload
This field will allow users to upload a document to be submitted with their web form submission. If you choose this field, you will be able to specify what file types you will accept in this field, the maximum size the uploaded file can be, and whether you would like to attach the file to the record that’s created or simply keep it within the web form activity.

Hidden
A hidden field can be used to pull in a value from the form that you don’t want the person submitting the form to have to fill out. For example, if you’re creating a lead with the form, you may want the hidden field to populate the “source” or “topic” field on the form, telling you this lead came from a web form.

You can also use a GUID in a hidden form field to populate a CRM lookup field type with a specific CRM record. For example, if you want to create cases with a PowerWebForm, you could assign all cases to a specific account named “Unassigned Cases”.

Note: You can only populate a lookup field on a record with a static value, using a PowerWebForm.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

In the navigation pane of the Web Form entity, you will see an area called “Web Form Activities”. If you click here, you will see a list of all of the individual web form activities that were created for that web form. You can also create Advanced Finds for Web Form Activities as well as see them in a record’s Activity Feed.

  • Date Created: December 8, 2016
  • Last Modified: December 8, 2016

If the form field window does not display any form fields, like the image below, check that an entity has been designated on the form.

Navigate back to the web form record and designate your desired entity in the Related Entity field. Be sure to save the changes and refresh the browser before adding a new field to the form.

If an issue still persists, open a PowerPack support case to connect with one of our PowerPack Support Specialists.

  • Date Created: October 17, 2014
  • Last Modified: May 25, 2016

To update your CRM username/password in a solution, navigate to Settings, then select Solutions and double click on the PowerPack add-on you need to update. Once the solution page has opened, re-enter the username/password in the CRM Credentials section, and press Submit.

  • Date Created: July 23, 2015
  • Last Modified: July 23, 2015

PowerWebForm fields cannot be mapped to Party Lists, which many Activities use.  If there is a required Party List field, for example the Call From field on a Phone Call activity, then PowerWebForm will not be able to create a new Activity record.

  • Date Created: April 24, 2016
  • Last Modified: April 24, 2016

The notification emails are created in and sent from your CRM system, the form owner(s) must have CRM email configured and working properly to receive emails.

If you’re not receiving notification emails, you can check to pending messages for errors.

Open up the Advanced Find and set the Look For to E-mail Messages and select Results. The Subject of the email will be the web form’s name, you may need to add a condition to the Advanced Find to narrow your results.

The results will display the emails and their status. If the emails are created, but not sending there is an issue with the form owner’s email configuration – if you’d like to utilize our billable support desk to help resolve the email configuration issue, please email us.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

If for some reason the PowerWebForm solution is not able to fire properly and the “Regarding” value of the PowerWebForm Activity is not set, you can run a workflow that will start the process again as if it is a new lead so that you can ensure that an entity record was created or if it already exists that the web form activity is appended to the existing record, and that set regarding on the actual web form activity is set.

To run this workflow, please navigate to your web form and select web form activities. Once you are in the web form activities section of CRM highlight all records that do not have the regarding set, select the ellipsis and choose “Run Workflow.”

Once you select Run Workflow, a dialog box will pop open. Here you will want to select the WebForm Activity Process and select Add.

A confirmation box will open to confirm you want to run the workflow, select OK.

Please allow a few minutes for the workflow to run, you will know it has been completed once the regarding has been set for the activities.