Webform overview

You now can avoid managing your contacts and enquiries manually. Any website visitor coming in can directly be logged in Quiddity. You can build your own HTML form to collect information from your website visitors and directly create contact or enquiry in Quiddity. You can seamlessly push your data from […]

Access webform

Quiddity organisation employees having a read or write/edit permission to ‘Webform’ can view or create/edit webforms.   To grant this permission to an employee, click on ‘Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Setting – Features -> Webform’. 

Webforms in Quiddity

With Webforms, you can build a webform to place on your website and have your visitors submit their information in Quiddity contacts or enquiry. To view your webforms, click on ‘Menu -> Setting -> Feature -> Webforms’ Webform list Quiddity will display all webforms in reverse chronological order initially, you […]

Webform fields

If you are adding or editing webforms here’s some guidelines on entering the field details.  Webform Details Field Description Webform Information Form Name Enter the webform name. Form Location URL Enter the site URL where your webform will be hosted. Landing page URL Enter the site URL for visitor redirection once […]

Add webform for a contact or an enquiry

You can now automatically create contacts or enquiry in Quiddity using the webforms. 1. To add your webform, click on ‘Menu -> Setting -> Feature -> Webform -> Add Webfrom button’. 2. In the webform builder, enter the following details: Webform information: Enter the webform details such as form name, […]

HTML form generator

Once you make your entity selection for the webform, Quiddity will create the basic HTML code for you. Use ‘Copy HTML’ to copy the HTML code for your website. Paste this code on your website and get the webform integrated with Quiddity. Add fields Drag and drop the fields that […]

Campaign overview 

Quiddity campaign gives you the power to manage multiple marketing campaigns within just one CRM system. Quiddity campaign manages email marketing, newsletter, telesales, television, radio, print and web campaigns. Quiddity campaign has a different status like Planning, Running, On Hold, Finished, Cancelled. Campaigns can be managed using these statuses. As […]

Access campaign

Quiddity organisationemployees having a read or write/edit permission to ‘Campaign’ can respectively view or create/edit campaign.  To grant this permission to an employee, click on ’Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Marketing -> Campaign’. Quiddity organisation employees having ‘marketing manager’ permission can re-open the campaign, change […]

Campaigns in Quiddity 

Manage your business campaigns using Quiddity campaigns. To view your campaigns, click on ‘Menu -> Marketing -> Campaigns’ Campaign List Quiddity will display all campaign in reverse chronological order initially, you can change this order ascending or descending on each column. List column ‘Name’ is clickable, clicking on this will […]

Campaign fields

If you are adding or editing a campaign here’s some guidelines on entering the field details. Campaign Details Field Description Name Enter the name of the campaign. Type Select the type of your campaign based on the below values: Newsletter Email Telesales Mail Print Web Radio Television Networking Other Status Campaign can […]