Published: 26/05/2022

Read time: 5

Building a form

You can set up a DenGro form that you can embed in your practice website, so leads, enquiries and referrals are directed straight into your Today page.

A DenGro form is a form that connects to your practice website, so that when your potential patients fill out their details, such as their name, contact details and the treatments they are interested in, this information heads straight into DenGro, securely, and lands on your dashboard.

DenGro can create 3 types of contact form: Enquiry, Lead, or Referral.

To get started, you’ll need:

  • To have a Practice or Group Manager role in DenGro.
  • Some basic knowledge of HTML and CSS.

How to set up a Lead Form

A Lead Form is similar to an enquiry form but will have to include the treatment the lead is interested in.  When a lead form is completed it will appear as a ‘Lead’ on your dashboard.

  1. Go to the ‘Practice Settings’ icon (cog) in the navigation bar. Select ‘Practice Integrations’.
  2. Click ‘+ Add New Form’ and choose Lead Form from the ‘Form Type’ options. Give your form a name, and click ‘Next’. You’ll see that the form already has suggested fields. You have the option to add, edit or remove.
  3. Toggle the button to the right to make the field a ‘Required’ field. Your leads will have to complete this to submit their form. To create a viable form, you need at least one contact method (email or phone number) and one treatment option. (Some fields are required by DenGro, so you don’t have the option to disable them.) The Treatment field is a ‘Required’ field. Choose at least one treatment from the ‘Available Treatments’ options. Choosing more than one will create a drop-down menu for your leads to click.
  4. There is the opportunity to include a ‘Message’ box. You can edit this box by clicking in the box and typing.
  5. We’ve also included consent boxes. Edit the text by clicking inside these boxes.
  6. You can remove any fields by clicking on the ‘Bin’ icon on the right-hand side. Remember, you’ll need at least one contact field and one treatment field to create a viable form. Additional fields can be added at the bottom under ‘Available Fields’. These are ordered in groups, for example, Lead Details and Consent Fields. Different groups will be available depending on what kind of form you are creating.
  7. Change the order of the form fields by holding down the ‘Drag’ icon (the four lines) to the left of the box and move the field to a different position.
  8. Click ‘Save’ to save the form.
  9. See what your form looks like by clicking ‘Preview Form’.Your form will match your website style, so the preview you see here may look a little different to the finished form.
  10. You can continue to make changes to your form. Remember to click ‘Save’ to save changes as you go.
  11. When you’re ready to add the form to your website, click ‘Get Code Snippet’ and you will have a snippet of code that can be given to your website agency or developer to add to your website. If you make future changes to the form this will then update on the live site as well.

How to set up an Enquiry Form

Use an Enquiry Form to connect to your Contact Us page, so that your general enquiries head straight into DenGro. They’ll appear as ‘Enquiry’ on your Dashboard.

The steps above for a lead form are the same for an enquiry form, with the exception that you don’t have to set a treatment field.

How to set up a Referral Form

Use a Referral Form to offer the opportunity for practices to refer a patient or lead to your practice. Once submitted these will appear as a ‘Referral’ in DenGro.

  1. Go to the ‘Practice Settings’ icon (cog) in the navigation bar. Select ‘Integrations’.
  2. Click ‘+ Add New Form’ and choose Referral Form from the ‘Form Type’ options. Give your form a name, and click ‘Next’.
  3. You’ll see that DenGro has already included a list of suggested fields for a referral. The more information a practice can provide, the better it is to assess the referral.
  4. Toggle the button to the right to make the field a ‘Required’ field. The referrer will have to complete this to submit their form.
  5. You can remove fields by clicking on the ‘Bin’ icon on the right-hand side. You can add any deleted fields back by using the ‘Add’ button at the bottom of the page. You’ll also find additional fields here.
  6. We’ve also added a ‘Referral Consent’ box. Edit this by clicking in the box, and make it a ‘Required Field’ by toggling the button on the right-hand side to ‘on’. (Some fields are required by DenGro, so you don’t have the option to disable them.)
  7. Additional fields can be added at the bottom under ‘Available Fields’. These are ordered in groups, for example, Patient Details, Dentist Details and Consent Fields. Different groups will be available depending on what kind of form you are creating.
  8. Change the order of the form fields by holding down the ‘Drag’ icon (the four lines) to the left of the box and move the field to a different position.
  9. Click ‘Save’ to save the form.
  10. See what your form looks like by clicking ‘Preview Form’.
  11. It’s worth noting that your form will match your website style, so the preview you see here may look a little different to the finished form.
  12. You can continue to make changes to your form, and come back to it later if you need to. Remember to click ‘Save’ to save changes as you go.
  13. When you’re ready to add the form to your website, click ‘Get Code Snippet’.

Advanced options to customise your form

You can customise the form and each field by clicking on the Advanced  button at the bottom of your form

  1. Your ‘Affiliate’ box will already be attributed to Group or Practice, depending on your DenGro settings. Change your Affiliate by selecting from one of the options in the drop-down menu.
  2. Add a ‘Success URL’. This is the page your lead will be taken to when they have submitted their form, for example a ‘Thank you’ page or you could use your practice Home Page.
  3. Add a ‘Return URL’. This is the page that your lead will be taken to if an error occurs with their form submission.
  4. Customise your ‘Submit Button Text’ by clicking in the box and typing.
  5. You can also add additional CSS for styling as you would like.

How to add a form to your website

Once your form is built you will have a snippet of code (JavaScript) which you can now embed on your website. This also means that any changes you make to your form will automatically update, so you’ll only need to add the code snippet once.

Embed your JavaScript

  1. When you are happy with your form, click ‘Save’, then click ‘Get Code Snippet’. At the top is the JavaScript Embed Code.
  2. Copy the long part, from <script> to <script> and add this to the part of your website that renders (controls what it looks like).
  3. Then copy the shortcode: from <div to div> and add to the part of your website where you would like the form to load.
  4. Test the form is working by going to your website and trying it as if you were a prospective patient or referrer.

You should now see the test lead appearing on your Today page (if you have an integrator role, the practice will need to check this on your behalf).

Need help? Contact support@dengro.com or just open a chat with a member of the practice support team  using the pink icon in the bottom right-hand corner of the screen.