Forms with their own page or an embed script
Build a sign-up or enquiry form in Marketing, share its own page or paste one script line into any website. Each entry becomes a contact with its consent and proof, joins your list and journey, and gives someone a follow-up task.
PLANSFrom Growth
The problem it solves
- Website enquiries arrive by email and are typed into a sheet by hand.
- Nobody can show which wording a person agreed to when they signed up.
- A lead fills the form on Friday and hears from you on Tuesday.
How it works
- A Marketing Manager opens Marketing > Audience > Forms and Visits > Forms and presses New, for example Free consultation form.
- A new form starts with Name, Email and Phone. Add questions: Company, Short Text, Long Text, Choice or Tick Box, each optional or Required.
- On Texts and Consent, write the Thank-You Message and the consent lines for email and WhatsApp.
- Under Where Entries Go, choose the lead list, tags, a running sequence or journey, and who gets a follow-up task.
- Share the Form Page link, or copy Put It on a Website into your site. List your sites under Websites That May Show It.
- Each entry makes or finds the contact and records consent with the exact wording, page and time. It starts the journey, which can begin with a WhatsApp template.
- A contact you already had gets an email to confirm the email opt-in, so nobody can opt in someone else by typing their address.
Everything it does
The form
- Heading, Text Above, Button (Send), Colour, Thank-You Message, or Or Go To a page after sending
- Question kinds: Name, Email, Phone, Company, Short Text, Long Text, Choice (one per line), Tick Box
- Each question: Required, placeholder, and Column, the name its answer is kept under for {{column}} in texts
- Email Consent Line (Send me news and offers by email.) and WhatsApp Consent Line, each shown as a tick box
- Its own page, or an embed script for any website; no Odoo Website app needed
Each entry
- The contact is found by email, then by phone, among the contacts of the form's Entity, or made
- Name, email, phone and company fill the contact when empty; other answers are kept as columns
- Consent recorded only for a ticked line, with the wording, the form, the page and the time; a new contact is opted in at once
- A contact you already had gets an email and is opted in to email only when they press Yes, send me emails
- Their WhatsApp opt-in is not taken from the form: they opt in by writing START
- Added to the list and tags, entered in the journey, and a follow-up task for the person named
- Entries list: received, form, contact, answers, consents, page
Spam guards
- A hidden field robots fill in, and entries sent too fast are dropped quietly
- At most 5 entries from one network address in 10 minutes
- An email or a phone is needed; Choice answers must be one of the choices
- Answers up to 2,000 characters
With other features
- Visitor tracking: the browser that sent the form is joined to the contact (Growth)
- Segments: the rule Sent a Form
Who uses it
Marketing ManagerMakes forms and decides where entries go.
Marketing UserReads entries and follows up the tasks.
Website visitorFills in the form and ticks the consent lines they agree to.
Where you use it
- Web: Marketing > Audience > Forms and Visits > Forms and Form Entries
- Your website: the embedded form, or the form's own page
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
- Not a landing page builder: landing pages and funnels are not built
What you control
Settings
- Button: Send
- Thank-You Message: Thank you. We will be in touch soon.
- Email Consent Line: Send me news and offers by email.
- WhatsApp Consent Line: empty (no tick box)
- Websites That May Show It: empty, which means any website
- Colour: #2563eb
Notifications
- Task For: that person gets a follow-up task for every entry
Works with
SmartMy WebsiteNewsletter and pop-up sign-ups on your SmartMy Website also become Marketing contacts with consent.
Questions
Can a lead get a WhatsApp message straight after the form?
Yes, when a new contact ticked the WhatsApp consent line. A contact you already had opts in by writing START. Then the form's journey can start with an approved WhatsApp template.Do we need a SmartMy Website?
No. The script works on any website, and every form also has its own page to share.How do we stop spam?
Robots that fill the hidden field or send too fast are dropped, and one network address can send at most 5 entries in 10 minutes.What if the person is already a contact?
They are found by email or phone. Empty details are filled in; existing ones are kept. Their email opt-in waits until they confirm by email, and WhatsApp until they write START.Is there a landing page builder?
No. Forms come first; landing pages and funnels are not built.Related features
AUDIENCEConsent per contact, channel and Entity, with STOP and STARTEvery opt-in and every withdrawal is kept per person, channel and Entity, with where it came from and its proof. STOP in a chat or an unsubscribe click is recorded by itself, and WhatsApp marketing goes only to people who said yes.AUDIENCELead lists from Excel or CSV, every column a merge fieldImport a lead list from Excel or CSV. Name, company, phone and city fill the contact. Every other column, such as industry or pain point, is kept per person to use in your emails and messages.CAMPAIGNSJourneys: triggers, waits, If / Else, tags, tasks and goalsAutomate what happens after someone enters. Wait, send an email or WhatsApp message, and branch on a reply or a tag. Tag people, give someone a task, and end at your goal.AUDIENCEWebsite visitor tracking after consentA script on your website records the pages a browser views once the visitor agrees. When the visitor becomes a known contact, through a tracked email link or a form, their pages show on the contact. They can start a journey.AUDIENCESegments on fields and behaviourPick people by what they are and what they did. Use tags, lists, consent, emails opened or clicked, chats, broadcasts read, forms sent, pages viewed and purchases. Segments refresh every hour and feed journeys, broadcasts and Meta ad audiences.AUDIENCELeads from Facebook, Instagram and Google lead adsLeads from your Facebook and Instagram lead forms, and from Google Ads lead forms by webhook, arrive as contacts with every answer. Each form sends its leads to a list, tags, a journey and a person who calls them.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.