Using the integration will enable tracking of forms filled out by visitors on your site.
These can be:
contact/call request form;
feedback form;
complaints/suggestions form.
Once enabled and configured, Ringostat will track the completion and submitting of these forms for further processing.
Integration options:
Automatic callback to the client on the phone number that the client left in the form after sending it (the Callback widget must be activated in the project)
Automatic creation of contact/deal/task in CRM (bitrix24, amoCRM, Pipedrive, Zoho Desk) when sending form to visitors.
Setup and activation
To activate, go to the section "App Marketplace" — "CMS/Site builders" — "Forms on your site".
Next, choose a simple way to configure the form.
The following units will be available to you:
Collect data in forms.
Specify for which pages to activate the integration. This can be the entire site or specific pages:
2. Names of fields in which data will be ignored.
Specify fields whose values Ringostat will not track. These fields must have the “name” attribute, and we will check for its value.
3. Names of the fields in which the phone number is transferred from the form.
Specify the fields where customers leave their phone numbers. This field must have the “name” attribute and we will check its value. By default, there are already 3 standard values that we will look for:
Tel; phone; telephone;
4. Additional settings.
In this section, you can activate an automatic callback to the client after submitting the form. At the same time, make sure that you have correctly configured the fields in point 3 and activated the "Callback" widget.
In addition, you can choose what time to activate the call back to the client. By default, the callback is set only during the working hours of the project (as in the Callback widget). With this setting, if the customer leaves the number during non-working hours, the automatic call will not take place and the call attempt will not be recorded in the system.
After making all the settings, you can activate the “Enable integration” switch and click the “Save settings” button.
The next stage is necessary configure data transfer from form fields to the fields of the CPM system and check the operation of the forms
Integration with the forms of your site will not work if the forms are made on the basis of custom (self-written) scripts. The integration works only with the submit event. That is, the form must be sent by pressing the submit button. Example:
<input type="submit">
<button type="submit">
Example of settings for automatic callback
Let's analyze an example of setting up the integration for an automatic callback to the client after submitting a form from your site.
You must already have the “Callback” widget activated. If you don't have it yet, use it this instruction or contact our support service and we will help.
For example, let's take a simple form of feedback:
We want an automatic call to the manager and then to the client immediately after filling out and sending the form.
1. We check whether the "name” attribute is set next to the phone number field. If not, install it in the site code. In our case, name=”phonenumber” is already specified in the form
2. Check the form button type. The button type should be "submit"
3. Go to Ringostat's personal account. Section "Integration" - "Forms on your site".
4. We add our field where the phone number is transferred. At the same time, other installed fields can be deleted
5. Activate the option "Call the client back after sending the form”, turn on the integration and press the button “Save settings”
This completes the setup and you can check the operation by filling out the test form with your phone number.
Please note that the automated call will occur at any time during the submission of the form, the working hours of displaying the standard widget "Callback” is not used for this.