Public forms provide a professional, branded interface for collecting contact information and other data directly from your website or marketing channels. These self-service forms eliminate manual data entry, reduce errors, and provide a seamless onboarding experience for customers, suppliers, and other stakeholders whilst automatically populating your Exacc contact database.
This guide explains the complete process of creating public forms including accessing the form builder, designing an effective form layout with appropriate fields, customising the appearance to match your brand, configuring submission handling and notifications, publishing the form and generating embed code for your website, and monitoring form performance to optimise conversion rates.
By the end of this tutorial, you will be able to create professional public forms that capture quality contact data, integrate seamlessly with your website, and provide an excellent user experience whilst reducing administrative workload. Let's get started!
Follow these steps to create and deploy a public self-service form
Congratulations! You have successfully created and published a public self-service form that is now collecting contact information automatically. Your form is professionally branded, optimised for conversions, and seamlessly integrated with your Exacc contact database. Submissions are being captured and processed according to your configured workflow, reducing manual data entry and improving data quality.
Monitor your form analytics regularly to identify opportunities for improvement. Pay attention to conversion rates, completion times, and field abandonment patterns to continuously optimise the form experience. Consider creating multiple forms for different purposes such as customer registration, supplier onboarding, or event sign-ups to maximise the value of this feature.
For further assistance with advanced form features, integration with marketing automation, multi-step forms, or other Exacc capabilities, please explore our comprehensive Help Centre or contact the Exacc Support Team.