Introduction #
Kafinea forms let you create public web forms that feed directly into your database. A visitor or customer can fill out an online form, and the data is automatically saved in the corresponding module (leads, contacts, tickets, etc.). Form management is accessible via Tools > Forms.
1. Create a form #
To create a form:
- Go to Tools > Forms
- Select the target module (Leads, Contacts, Tickets, etc.)
- Select the fields to include in the form
- Configure the options (required fields, default values, redirect URL after submission)
- Generate the HTML code for the form
The generated HTML code can be embedded in your website, a landing page, or any other online platform.
2. How it works #
When a visitor submits the form:
- A new record is created in the target module with the entered data
- The record can be automatically assigned to a user or a group
- A notification can be sent to the relevant team (via a workflow)
Good to know: The forms are protected against automated submissions (spam) thanks to built-in validation mechanisms.
3. Use Case #
- Lead generation: a contact form on your website that automatically creates a lead in Kafinea
- Support requests: ticket submission form available to customers
- Information Collection: Customer Contact Information Update Form
4. Frequently Asked Questions #
Can the form be customized visually?
The generated HTML code can be styled using your own CSS to match your website's design.
Can I receive a notification for each submission?
Yes, set up a workflow on the target module to send a notification email whenever a record is created via the form.
Is the data secure?
The forms use an HTTPS connection, and the data is transmitted in encrypted form to your Kafinea instance.