CRM y clientes

Create a form

1. Click “New Form”

   In the sidebar, open Customers → Forms.

2. Fill in the basics

   Internal name (only you see it), visible title and a description for the visitor.

3. Add the fields

   Add each field with its label, type and whether it's required. Link each one to a lead field to choose where it's stored: name, email, phone, address or one of your custom fields.

4. Decide what happens on submit

   Choose the lists they subscribe to and the tags they get. Write a thank-you message or set a redirect URL.

5. Make it yours

   Add a header image, logo, main color and the button text.

6. Publish it

   Set the status to Published and click “Create Form”.

Put it on your website

1. Open the form

   Go to the Share section.

2. Choose how to share it

   Copy the public URL to send it over WhatsApp or social media, or copy the embed code to insert it on your site.

3. Paste it on your page

   Paste the embed code into your site's HTML, where you want it to appear.

What happens when someone fills it out

• Recaudo looks for the customer by email and then by phone. If they already exist, it updates them; if not, it creates a new lead.
• It subscribes them to the lists and applies the tags you chose.
• The submission shows up in the form's submissions.
• If you set up a webhook, Recaudo sends the data to your other system.

Measure results

In Analytics you see visits, how many started and finished, the conversion rate, how many abandoned, devices, traffic sources (UTM and referring sites) and activity over the last 30 days.

Next step