Webform fields

If you are adding or editing webforms here’s some guidance 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 the webform is submitted. 
Use this webform to create  Select the Quiddity entity you want to create on webform submission: 

  • Contact 
  • Enquiry 
Contact Information 
Contact Type  Select contact type for the contact to be created through the webform. 
Relationship type  Select contact relationship type for the contact to be created through the webform.  
Tags  Select tags for the contact to be created through the webform.  
Created By  Select Quiddity employee who will be listed as the person who created the contact. 
Enquiry Information  
Source  Select the source for the enquiry to be created through the webform.
Enquiry for Select Quiddity employee who will be assigned the created enquiry. 
Created By Select Quiddity employee who will be listed as the person who created the enquiry. 
Notification Setting 
Send notification to Select the employee to send notification on the new entries. 

  • Just Me (notification will be sent to the ones creating the webform) 
  • Account Manager (notification will be sent to account manager upon contact creation) 
  • Sales co-ordinator / Sales manager (notification will be sent to them upon enquiry creation) 
Send notification to Select the notification type to be received after the new entries are automatically created by Quiddity. 

  • Both (Select this option to choose both email and an in-app notification)
  • In-app (Select this option to receive only an in-app notification)
  • Email (Select this option to receive only an email notification)

Was this article helpful?

Related Articles