Say goodbye to the tedious task of sorting through your inbox for new webform leads.
Boxly makes it easy to connect and automate responses for all the webforms on your website, allowing you to track their performance.
Did you know 💭
You only need to create one channel, for example, you want to connect all the forms on your website. You don't need to create a channel per webform.
Here's how to get started.
Connect your website forms
Step 1: Go to Channel Connections
Click the channels icon on the left-hand menu and then click Connect on the Website Forms channel.
Step 2: Turn on the Webform Channel
Simply click the toggle switch to turn on this channel and click "Copy Code"
Adding the website form code to your website
Once connected, you have 2 options to get the code on your website.
Add the code yourself - perfect if you are tech-savvy and have admin access to your website. Read where and how to add the code here.
Email the code to your website developer or marketing agency to add. To do this, click the send email button, all the details will be in the email including the code and the directions on where to add it.
Adding the code to your website (yourself)
To add the code to your website follow the instructions below
Place the code on all pages just before the closing of the </body> tag.
For example: <head></head> <body>..........<EnquiryBot code></body><footer></footer>
*Important: Any editing of this code or spaces or line breaks can result in your forms not coming in. Please ensure not to edit the code. Editing the code of your website with this approach should only be handled by a web developer as it may break your website if not added correctly.
Adding the code to a WordPress Website (yourself)
If you are using WordPress, adding the Website form code to your site is really easy.
Firstly, Install "Insert Headers and Footers Plugin"
When logged into your website, go to plugins on the left menu and click "Add Plugins". Then search for Insert Headers and footers.
Install the plugin and activate it.
Once installed and activate, go to the plugin settings
Then, in the header section on the Insert headers and footers section, simply paste your Website forms code and hit save.
Now, go to a form on your website and fill in a test lead. You should see it arrive into your things to do section in Boxly.
Mapping is relevant to our existing customers who use the older webform channel
Mapping your website forms to Boxly
It feels like magic when that little piece of code is added to your website and your first webform lead appears inside Boxly! 💥
It's now time to map your webform fields to your Boxly questions and name your form.
Once completed, the next time a lead comes into this form Boxly will know what form it came from and will automatically match the form fields so that all your info is organised.
Now all you have to do is click "Map Fields"
Give your Webform a name
The first step is to give your webform a name. For example, Contact us page webform or Sales lead webform. Give it a name you will recognise.
Not sure what webform it is on your website? On the lead itself, at the bottom, it will show you what page the form was submitted on. This will help you identify which one it is.
Map your fields
Now it's time to map your fields. Simply match your webform fields in the drop-down to the relevant Boxly questions. For example, If your webform field name is "Firstname" match it to the Boxly question of "First Name"
Keep in mind, as of now, only the mapping of basic contact fields is supported. This includes fields like first name, last name, and email. If you choose not to map a particular field, simply select "Do not map" from the dropdown menu. Please note that advanced mapping options will be added in the future.
What happens now?
If you refresh your screen you will see now that the name submitted on the webform has now been mapped over.
In addition, the name of the form shows on the lead itself at the bottom with the page URL that the lead came from.
The next time the form is submitted the contact details will map automatically as will the form name.
Setup automations for new Webform leads
You can setup powerful, time-saving automations that will run when new messages come in from your Website Forms
And here's the most powerful piece, you can send any of these automations for leads received from specific forms!
✨ Send an auto reply email
✨ Send an auto reply SMS
✨ Assign a lead to a team member
✨ Move leads to a specific box
To setup your automations, click on the relevant Webform channel in your connected channels.
Then click on the automations tab.
By default, we have setup an auto reply email for you. Click edit to amend it or if your happy with it, turn it on.
It will send automatically the next time someone makes and enquiry on any webform.
Troubleshooting and Frequently asked questions
I've added the code to my website but the lead has not come in
There are a number of reasons this can happen.
Code is added in the wrong place
Check to see that the code has been added to your website in the right place. It needs to be placed before the close of the body tag </body> also known as the footer.
Form is embedded in an Iframe
Keep in mind that there are some types of forms, like those created through a third-party service and embedded in an iframe, that Boxly is unable to collect submissions from. However, you can use our Zapier app to connect most webform tools.
Form tag is not present
In some cases the forms on your website may not contain a form tag. Boxly looks for this tag in your code so that we can identify it as a form. A form tag looks like this <form>. This is a little bit technical so mention it to your website developer or agency to have a look.
Submit button on form "type" is not submit
In some cases the "type" on the button is not "submit" we use this to recognise that your form is in fact a form.
Here is an example where it is correct. the "type="submit"
