Published: 23/08/2022

Read time: 1 Minute

In this video you will be shown how to build & set up your own form using the DenGro form builder. We also talk about steps that can help your website developers when integrating the form to your website.

“The DenGro Form builder is a great solution if you want to create your own form on your website or landing page. You may be building your page from scratch or you have a form already but don’t want to use it and would like to create a new one using DenGro. It’s super easy to build your form in a few minutes and generate a snippet of code which can then be embedded on your website for the form to appear. The benefit of using this solution is that it will contain all the fields you need to ensure it’s compatible to enter your DenGro dashboard as a lead/enquiry or referral. To get started you will need to have either an Integrator or Manager role. Hover over the cog icon in the top right hand corner and select Practice Integrations. If you are a Group with multiple practice locations it would be best to build the form in the ‘Group’ account as this will allow you add in the practice locations as a field on your form. This will then mean the lead will go directly to the relevant practice DenGro account , based on the selection. Click ‘DenGro Form Builder’. Click ‘Add New Form’. Select the form type – this will either be a lead/enquiry or referral form. The difference between a lead and enquiry form is that a lead form will include the treatment the lead is interested in and will appear as a ‘Lead’ on your dashboard. We would recommend capturing the treatment where possible so in this example we will show you how to build a lead form. Give your form a name and click ‘Next’ You will see that the form already has suggested fields but you have the option to add, edit or delete. You can toggle the button to make it a required field so your leads have to complete this to submit their form. You will need at least one contact method (email or phone number) and one treatment option. The treatment field is a ‘Required’ field on a lead form so choose your treatment that you want to include from the ‘Available Treatment’ options. If you aren’t sure if a treatment is available then type in the search bar to see if it appears.  Choosing more than one will create a dropdown menu on your form for leads to select from. If you would like to add additional questions on your form select the ‘Add Field’ and choose one of the preset questions or add your own. There is also the option to choose what sort of answer can be included for your question ie text, radio buttons etc. To delete a field just press the dustbin icon. You can also replicate a field by pressing this icon. Once your fields are added you can reorder them by holding down the ‘Drag icon’ and move them until you are happy. You can then style the form and the font used. When the form is completed ‘Save’ and then ‘Preview form’ to see what the form looks like. Once the form is added to your website it will inherit the styling used so the preview may look a little different to the finished form. You can customise the form and each field by clicking on the Advanced  button at the bottom of your form. 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. 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. Add a ‘Return URL’. This is the page that your lead will be taken to if an error occurs with their form submission. Customise your ‘Submit Button Text’ by clicking in the box and typing. You can also add additional CSS for styling as you would like. When you are happy with your form, click ‘Save’, then click ‘Get Code Snippet’. The JavaScript Embed Code. Copy the long part, from <script> to <script> and add this to the part of your website that renders (controls what it looks like). Then copy the shortcode: from <div to div> and add to the part of your website where you would like the form to load. Test the form is working by going to your website and trying it as if you were a prospective patient. If you make future changes to the form this will then automatically update the live site as well, you don’t need to add new code.”