Contact Pages



The Contact pages enable customers to contact your company in a simple way. When you create a contact page, you are actually creating a form, which the customers can complete online with the information you chose as necessary. Contact pages can be created for general contact, registering to receive newsletters, free catalogues etc.

You can download information entered by the customer as an activity by clicking Get website data. Imported activities are automatically transferred to the activity register.

By clicking New you can create a new contact page. Enter Title and Description in the screen that opens. The title you enter here will show in the Website menu.

Default

Select the check boxes in the Default tab to decide which fields are to be shown on the contact page. Select Show for customer information you want to show and Required for information that the customer must fill out.

Show and Required! When you select a check box in the Required column it means that the customer has to fill out the field to proceed. If you only select Show the field is visible, but optional to fill out.

At the User-defined field at the bottom of the right-hand column you can enter other information e.g. 'Enter your message here'.

Also enter a Reply E-mail address for the messages. If you select Receive via E-mail you will receive an email with information from the customer in addition to downloading the activity when retrieving website data.

Note! Customers, who get in touch with you via a contact page, will receive an auto-generated e-mail confirming that their enquiry has been received. In addition to a copy of the original information they entered, the e-mail will also inform the customer that the confirmation in itself is not an indication that the query has been read or processed.

Advanced

In the Advanced tab you can select what Further information you wish to receive from the customer. From the drop-down lists you can select between the various User-defined fields.  You can edit the alternatives from the properties register by right-clicking in the drop-down list and selecting 'Change in properties register'. Mark which fields you want to show for the contact and which information the customer is required to fill out. By selecting Update contact the contact register will automatically update information for existing customers.

Select which status information you require from the customers by using the check boxes. You can edit the alternatives through View - Settings - Company database - Module settings - Contact Management and Field descriptions.

Tip! Below you can link those who send information through the contact pages for a group. This will update the contact card and will make it easier to follow up the contacts later e.g. by sending a group e-mail to them.


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