Bigin Forms

Bigin Forms

Create web forms from your Bigin account and add them on your Zoho Sites website. Web forms can help you instantly capture information submitted by your potential customers by automatically adding them as contacts in your Bigin account.


  1. Access your Bigin account.
  2. Click Get Started enter your company name, then click Explore Bigin.

 

There are three steps to integrate your Bigin web form into your Zoho Sites website:

  1. Build a web form.
  2. Specify your form details.
  3. Add the web form to your Zoho Sites website.

1. Build a web form

  1. Click the Settings icon in the top-right corner.
  2. Select Web Forms from  the menu on the left.
  3. Click +New Web Form. Drag the required fields from the Fields tab and drop them on the form builder.
    You can customize your form using the field settings as mentioned below:

Fields

Both form fields and tools have settings to configure their functions. You can, edit, modify, and customize these fields to suit your requirements by clicking More Options.
  1. Mark as hidden field: Hidden fields provide you with information that will not be visible to the visitors who submit the web form. For example, if you have hosted a web form on Facebook, Twitter, or your website, the hidden fields will tell you where the form was submitted.
  2. Mark as required field: Certain fields such as Name, Email, and Phone contain information you need to collect from your visitors. Marking a field as required means the user can only submit the form after they fill in the mandatory details.

To mark a field as hidden or required

  1. Hover over the field to be hidden.

  2. Click the Settings icon.

  3. Click the Mark as hidden field or Mark as required field checkbox in the Field Properties pop-up.

    Some fields like First Name and Last Name will be automatically marked as required.

  4. Check Include Help Link to allow linking to the help page directly.

Assist your visitors by providing hints or help links to give them more information on what a field is for and how their response should be submitted.

  1. Choose one of the following:

    • Link & Text: Enter text for the link and the link URL.

    • Text Only: Enter the hint text. For example: The date field must be entered in the MM-DD-YYYY format.

  2. Click Done.

Edit buttons 

By default, there are two action buttons, "Submit" and "Reset." These buttons can be customized to suit your requirements.

   

To change button names

1.    Hover over the button field.

2.    Click the Settings icon.

3.    Enter new button names in Field Properties.

4.    Change Button Color from available options.

5.    Click Done.


To remove fields from form

  1. Hover over the field you want to remove.
  2. Click on the Trash icon. 



The Last Name field is mandatory and cannot be removed.
Rearrange your fields
Drag and drop fields in their new positions using the icon. 

Tools

Configure the following tools: Privacy Policy, File Upload, and Captcha.

Privacy Policy

The Privacy Policy explains how the website owner will protect and handle visitors’ private information. Adding this field to your web forms allows customers to agree to your company's privacy policy. Visitors can only click Submit after checking the checkbox to indicate that they have read and agree with the terms and conditions. 

To insert a privacy policy

  1. Click the Tools tab.
  2. Drag and drop the Privacy Policy field to the form builder.
  3. Add a relevant message in the Privacy Policy pop-up.
  4. Click Save. 
  5. The Privacy policy will be added as a checkbox. You can rearrange it to any position. 



You can also add a link to your privacy policy page in the message box. 

File Upload

File upload allows your visitors to upload files such as screenshots and invoice requests. These files will be automatically added as attachments to the record in your Bigin account.

 

To insert a File Upload option

  1. Click the Tools tab.
  2. Drag and drop the File Upload field to the form builder.

Visitors cannot upload a file larger than 20MB. You can use the help link option in Field Settings to add this information to your form.

Captcha

Captcha prevents bots from automatically submitting unwanted content in your web form. It acts as a secure gateway where records will only be added if the Captcha text is entered correctly. 

To insert Captcha

  1. Click the Tools tab.
  2. Drag and drop the Captcha field.

 

To preview your web-form

Click the Preview option at the bottom of the builder.

A preview of your form will open.

 

2. Specify your form details

Once you are done creating your form, the next step is to specify your form details. 
  1. Click Next Step at the bottom of your form builder.


Form name will be auto-populated.
  1. Enter the Form Location URL. This is the URL of the page where you intend to host this web form.
  2. Enter the Landing Page URL. This is the URL of the page where visitors will be redirected after they submit the form.
  1. Enable the Double Opt-in toggle if you would like to to send a confirmation email to your visitor for additional verification once they submit the web form.
  2. Enable the Acknowledge Visitor toggle if you would like to send an acknowledgment email to the visitor once they have submitted the form. Click on Create Template and Save.
  3. Enable the Request for Approval toggle if you would like to manually verify and approve every record submitted through this form.  
  4. Click Save & Next.
  5. Copy Source Snippet and click Done.


You can also generate a code for your web form and embed it in third-party sites. The code is available in three formats: Source code, embed code, and iFrame code. The code is also available for a few third-party sites such as WordPress, Facebook, Google Sites, and Joomla. 


To embed the web form in your web page

  1. Select the Source, Embed, or iFrame code as required.
  2. Copy the code and paste it in the websites of your choice.
  3. Click Done.



3. Add the web form to your Zoho Sites website

The final step is to embed the form you've created in Bigin in your Zoho Sites website.

To access your Bigin forms

  1. Access your Zoho Sites website at https://sites.zoho.com/.
  2. Click the Add icon at the top of your builder.
  3. Click +Element.
  4. Select Forms from the menu on the left.
  5. Drag the Bigin forms element and drop it on your page.
  6. Select your web form from the menu on the left.
  7. Click Add.


Click the form on your page then click the Settings icon  in the pop-up tool box. You can choose to reload your form here.


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