workflow:web-forms

Web forms

Web forms are a great way to collect requests from clients outside of Pyrus. You can publish a form on your website or share a link to the form on social media, and they can use it to place orders, send inquiries, and leave feedback. They don’t have to register or sign into Pyrus.

Publishing a form on your site

To publish a web form on your site, go to Forms in the left-hand menu, open the form you need, then open the Configure tab. Click on Set Up, next to Web form.

This will open Settings, where you can set the form’s title, the button name, and the messages that clients will see after submitting the request.

You’ll find a direct link to the form In the Link section below. You can send it to a client or post it on social media. The form will be available on a separate page. This is a quick way to get feedback without publishing the form on your website. See form example.

Farther down the page, in Embedded Code, you’ll find code that makes the form work. You can copy and paste this code into the webpage where you want the form to appear.

As usual, Pyrus will save all the filled-out web forms in a single register where you can easily find them later.

Pre-filled web form

You can publish a web form with fields filled out ahead of time. Imagine a restaurant chain that uses a Pyrus web form to sign people up for cooking workshops, wine tastings, and private dining events.

When a customer opens the form, the option he or she wants is already selected. For this to work, copy the link to a pre-filled form and publish it on your website. In our example, you need to copy three links — one with the option “Cooking workshop” selected, another with “Wine tasting” selected, and another with “Private dining room” selected.

Open a new form in Pyrus and select one of the options. A new button, Copy web form link, will appear in the form. Click on it to copy the link to your pre-filled form.

Publish the link on your website and give it a suitable name, like “Cooking workshop” in our example. Do the same with the remaining options: open an empty Pyrus form, select “Wine tasting”, click on Copy web form link, and publish the link on your website under an appropriate name. Then do the same with “Private dining room”. Now, when a customer clicks on the “Wine tasting” link, for example, the signup form will open with the wine tasting option already chosen.

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