Specify Form Details

To specify form details:

  1. Enter a Form Name (Example: Feedback, Contact Us, etc.).
  2. Specify a Landing page URL. The visitor who submits the form will be redirected to the URL specified here. It should start with "http:// or https://".
    The length of Return URL should not exceed 255 characters. (Example: https://www.zillum.com/thank-you.html)
  3. Specify a Form Location URL. This should be the webpage where the web form will be hosted. It should start with "http:// or https://". (Example: https://www.zillum.com/contact-us.html)
    If you plan to host the web form in multiple websites or you are not sure where the web form will be hosted, enter * in this field. This prevents spam and allows only forms submitted through the particular domain to be captured as valid information.
  4. Select one of the following options to assign ownership to the records that are submitted via web form.
    1. Choose a User - Select from the drop-down list. All the records generated through the form will be assigned to the selected user.
    2. Choose Candidate/Contact Assignment rule to assign ownership - Select an existing assignment rule or create a new one. Based on the rule, records will be assigned to the users. With assignment rules you can implement the Round Robin method to assign records to the users. See Also Assignment Rules
  5. Select one of the following checkboxes:
    1. Notify record owner when form is submitted - Select an email template that will be sent to the record owner.
    2. Acknowledge visitors when details are submitted- Select one of the following:
      • Autoresponse Rule - Use one of the existing autoresponse rules. Based on the details gathered using the web form, autoresponse rules can be triggered to send specific emails. 
        When details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template selected in the second option will be sent as an acknowledgment email.
      • Email Template - The selected email template will be used to send email to the candidates generated via this web form.
  6. Select the Request Approval checkbox if you want to submit the records for approval. See Also Approve Records
    Note that users with the Approve Candidates/Contacts permission in the profile can approve the records.
  7. Click Save.

Note:

  • The Request Approval option will help you validate the generated records manually, and then add them to the corresponding module in Zoho Recruit. If this option is not selected, all the records generated through the web form are added directly to the corresponding modules.
  • If the domain name in the Location URL does not match with the URL where the web form is hosted, then the information will not be captured. Alternatively, you can enter [*] in the landing URL field to capture from other/multiple domains.