How to create a Contact me form

Put a “Contact me” form on your company’s web pages to provide an easy channel of communication for existing or potential customers. Use this form to generate support requests or generate leads for your sales team.

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What we will be doing

In this tutorial we will create a short form for customers who want to get in touch with a support representative. The form submission will trigger a new request for your support department. The example does not cover every field and option, but you can find comprehensive instructions in Create a new form.

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Start here

1. Open SuperOffice Marketing and go to the Forms tab.
2. Click the Form button below Create new on the right side of the screen.
3. In the Edit form dialog, enter “Contact me (support)” in the Form name field.
4. Select Properties, enter a description, and set other form properties as relevant. Do NOT activate any options under Deactivate form automatically.
5. Click Apply now to save the form and continue editing.

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Fields

1. Select Fields from the left menu.
2. Select the Contact - Name field, and click the red X to remove this field.
3. Click and add the following fields:
   • First and last name.
   • View elements > Text block: Enter the text in “How can we contact you?” in bold.
   • Contact - Mobile: Enter an example of a correctly formatted phone number for your country (include the country code) in the Placeholder field (example: +47 999 88 777).
   • Contact - Email
   • Form elements > Text area: Change the name of the field to “Comment (optional)” and write “How can we help you today?” in the Placeholder field.
   Click Show/hide toolbar to display formatting options for the text.Click Open text editor in dialog () to edit the text in a larger editor.
4. Select the OK field, change the name to “Submit”, and edit the font/background color and position.
5. Edit the names of the other fields as necessary. Tip: Remove “Contact -”.
6. Click at the top of a field and drag it to the desired position in the form. The fields should have a logical order.
7. Click Apply now to save the form and continue editing.

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Style

1. Select Style from the left menu to define the look and feel of the form.
2. Choose a font from the dropdown. This font will be used for all text in the form.
3. Adjust the text size.
4. Use the formatting buttons (B for bold, I for italic) to style all text in the form.
5. Edit the layout, colors, size, and other style settings as needed. Consider involving your web design colleagues.
6. Click Apply now to save the form and continue editing.

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Landing pages

1. Select Thank you page.
2. Select Show this message and enter “Thank you for contacting us. We will be in touch shortly.” This will be shown after the customer submits the form.
3. Select Page for inactive form.
4. Select Redirect to external website and enter a URL. If a customer accesses the form after it is marked as inactive, they will be sent to this page.
5. Click Apply now to save the form and continue editing.

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Form actions

1. Select Actions from the left menu to choose what happens after submission.
2. Select Create request and do the following:
   1. Enter a descriptive title for the requests that will be generated from this form.
   2. Select the relevant request category, for example “Support” or a sub-category called “Form submissions”.
   3. Set the request priority to Medium.
3. Select Manually if submitter is unknown. Automatically if submitter is known: If the email address submitted in the form matches an email address in SuperOffice, the form submission is processed automatically. Otherwise, it must be processed manually.
4. Email response: Select or create a form response to send to contacts when their form is processed. For example, to inform the customer of your company’s privacy policy. The email can also include a link to manage subscriptions.

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Save and launch

1. Click Save. The form is saved and the Edit form dialog closes.
2. In the header, set the form to Active .
3. Go to the Publish tab.
4. Copy the direct link and/or JavaScript into a newsletter, website or customer centre to publish it to your customers or prospects.
5. Open the link to the form, fill in the form and check that everything works as expected.