Form Builder
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Form Builder

Build and display forms on your web pages and create process flows

by REC+

What This Does

Form Builder is a versatile system that allows you to set up forms on your website and to attach process flows so that you can take defined actions, such as adding a form enquiry into Prospect Manager, signing the form filler up as a user, emailing a specific contact in your company when a form is filled in and many more features as described in our Freshdesk article. Once forms are set up they can be added to pages on your website or packaged up and used on other websites too.

Charges & Installation

Software

This is made available to REC+ users for free under our normal terms and conditions.

Training / Form Set Up

Follow our instructions on Freshdesk or book time with your web designer to train on this or setup the form and process flow. Prices depend on complexity.

Ongoing REC+ Support & Maintenance Charges

The Form Builder system is fully supported within our standard charges. Changes to forms and processes are chargeable.

Integration

Form Builder is fully integrated into your REC+ website.

Automation

Form Builder can collect enquiries and create users and prospects in Prospect Manager. 
Forms can also have defined processes added to them, for example sign ups, email updates, adding prospect records, page redirection and more

Freshdesk Documentation

Click here to go to the article on Freshdesk

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