Contacts & Smartforms

Create website visitors directly in your Brightpearl CRM

Smartforms can be used for simple tasks such as submitting a customer enquiry or requesting a callback, or slightly more involved processes like requesting a brochure and receiving it as an automated response. Smartforms also have the option to create new contacts enabling your contact forms to become powerful lead generation tools.

Setting up a smartform

Choose Contacts > Setup > Smartforms. Here you will see all smartforms stored on your Brightpearl account, including the default 'main contact' and 'registration'. Click on the 'Create new smartform' link at the top of the page to show the smartforms edit panel at the bottom of the page. 

Embedding a form into another website

Brightpearl SmartForms can be embedded in to nearly any external website simply by adding the code shown on this tab to the third party site. In order to protect your form from being copied to anyone's website we recommend that you add the domain names of allowed websites to the white list.

White List of Allowed Websites
Only websites that match the whitelist will be allowed to display your SmartForm. Note: If no sites are listed, then any website can use the embed code to display your SmartForm.

Tip
When adding domains to the whitelist it is good practice to use as much of the domain name as possible e.g. if your website is at http://www.yoursite.com/ then use "www.yoursite.com" in the whitelist. If however you also need http://secure.yoursite.com/ to show your forms, it is perfectly reasonable to either add "secure.yoursite.com" to the whitelist, or by using "yoursite.com" in the whitelist you will enable both http://www.yoursite.com/ and http://secure.yoursite.com/ to show the form.

Ideas for SmartForms

Using your SmartForm for Brochure Requests
By using a Brightpearl SmartForm it is easy to automatically send information to someone after they have sent you some details. For example if you want to send out a brochure once a user has provided their email address and contact details, a Brightpearl SmartForm can do this for you by following these simple steps.

1. Setup an email template that will form the response to your contact form. If you are offering a brochure or download then provide a link to the file from within the email.
2. Create a new SmartForm to gather the information you require.
3. On the "Page Information" tab set the "Email file when submitted:" drop down to the email template you set in step 1.
   Alternatively you can set the "Redirect to:" option of the SmartForm to direct the user to a download page within you website.
4. Link to your new SmartForm (Brightpearl hosted websites) or embed the SmartForm on to your own website.
5. Sit back and relax, as Brightpearl SmartForms automatically deal with your website enquiries.

Sample CSS

You can embed the styles for the Smartform within your website stylesheet, or you can insert this code on the same page as the Smartform:

<style>

#contact-message {}
#contact-form {  width:100%; }
.contact-fieldset { 
   padding:4px; 
   margin:4px; 
   border-bottom: 1px dotted #eee; }
.contact-fieldtext { 
   float:left; 
   display:block; 
   width:180px; 
   margin:4px; 
   text-align:right; 
   font-weight:bold; }
.contact-field { 
   display:block; 
   margin-left:200px; 
   margin-right: 0px; 
   margin-top:4px; 
   display:block; 
   padding-left:10px; }
.contact-field .inputText { border:1px solid #333333; padding:4px; }
.contact-foot { 
   clear:both; 
   margin-top:12px; 
   padding-left:220px; 
   padding-top:10px;}
.contact-foot .button { font-size:18px }

</style>

A smartform in use on a Weebly website