Firmbee Lead Forms

Using this plugin to create and download data from WordPress, you can transfer prospective customer information to Firmbee in order to use it as leads or for recruitment purposes.The user will be able to create and publish a form on their site by using a drag&drop creator. There will be ready-made form templates available for users to customise or a blank template. Once the form is designed, a code is generated to be embedded on the page. Data submitted via the form will automatically be saved in the Firmbee application. Leads can be converted into contacts and candidates assigned to specific recruitments.

Installing the WordPress plugin

To do this, the user has to go to the Plugins tab in his WordPress dashboard. Then select Add New action and upload the ZIP file of the plugin.

After installation, remember to enable the plugin – to do this, click the Activate button.

Configuring the plugin

From the dashboard panel, the user can see a tab called Firmbee Leads Forms. After entering its settings, he can connect the plugin with his Firmbee account – to do this, he has to click the Connect link.

The user will be redirected to the Firmbee login panel. After logging in, he will see a screen requesting permission to access the contacts, candidates and profiles modules. The user must give his agreement for the plugin to work properly.

The user has to configure the recaptcha settings (this option is not mandatory).

Creating a new form

To create a form, select the Add New form action in the forms list view. A new form creation view will be displayed.

Form settings

In the settings section, the user can:

  • fill in the Form name
  • select a Form template
  • specify to which module in Firmbee leads imported from the form should be transferred,
  • If the user selected to import leads into the candidate module, he will also be asked to select an HR profile which will manage the recruitment process.
  • the user has to select how the correct submission of the form data is to be confirmed. He can choose between:
    • displaying the indicated content in a popup form – the text field has to be completed,
    • redirecting to the Landing Page – the user must fill in the address of the page to which the form user will be redirected after sending an announcement.

Configuring the form

Form templates

Depending on the selected template, the following fields are proposed:

For the contact form:

  • email address – mandatory field by default,
  • company name or name and surname – mandatory field with no delete option,
  • description

For the form dedicated to candidate application:

  • email address – field marked as mandatory by default,
  • name and surname – mandatory fields that cannot be deleted,
  • description,
  • button to upload a CV file – max size 10MB. If the file size exceeds the limit, the form will not be uploaded, and the record will not be saved in Firmbee.

The user can also use the option to create their own form by selecting
an empty template. In such a form, these fields are required when
creating a profile in Firmbee:

  • company name – for the form associated with companies,
  • first and last name – for the form associated with contact persons or
    candidates.

The user can also use the option to create his own form by selecting an empty template. In such a form, the fields required when creating a profile in Firmbee are:

  • company name – for the form which is associated with companies,
  • first and last name – for the form associated with Contacts or Candidates.

Fields not visible on the form

Other fields required when creating a profile in Firmbee:

  • status – saved as Lead for Companies and Contacts (as To contact),
  • source – saved as Form (name of the form).

These fields are not visible to the person filling in the form

The above statuses and sources are automatically added to the application and cannot be removed in the configuration later.

Other fields

The user can also add new fields to the form. To do that, he has to click the Add another field button.

The user can choose between system-defined and custom fields. Properties of the system-defined fields are predefined and mapped to specific fields in Firmbee, while for the custom fields, the user defines the type and name of the header. The user can mark each of the fields as mandatory. The content of custom fields in Firmbee will be displayed as a note – the header is the name of the note, and the content of the field is content of the note.

Standard fields

  • website – text field, validation for the presence of http:// or https://,
  • city – text field,
  • phone number – only digits,
  • file upload – uploading files button, max size: 10 MB (if the file size exceeds the limit, the form will not be submitted and the record will not be saved in the application. Files are saved in the Attachments tab for the given contact profile,
  • email address – validation for the presence of the @ symbol,
  • LinkedIn – field for the link. Must contain https://.

Only available as standard for the link to the candidates module:

  • position – the name of the position the applicant is applying for,
  • CV – upload button for a file containing a CV. The document will be saved in the relevant section in the attachments tab of the candidate’s profile,
  • Experience – selectlist with a fork. One-choice field,
  • Salary expectations – fields with financial widgets.

Custom fields

  • single line text field,
  • number – only digits,
  • URL – link, must contain http:// or https://,
  • textarea
  • multiple-select field multiselect (the user additionally completes the item list),
  • single-selection selectlist (the user additionally completes the item list),
  • checkboxes (the user additionally completes the item list),
  • radio buttons (the user additionally completes the item list),
  • HTML code,
  • date – datapicker,
  • time – timepicker.

Selected fields can be marked as mandatory to be completed in the form. In order to do so
activate the required checkbox in the section of the given field.

Mandatory fields in the form

Selected fields can be marked as mandatory to be completed in the form. In order to do so
activate the required checkbox in the section of the given field.

Deleting a field

You can delete selected fields from the created form (except those required by the system). In order to delete a field, select the delete action in its section.

Advanced settings

In the advanced settings section you can:

  • change the label of the form’s submit button. After checking the change CTA checkbox name a field with default button label will be displayed. You can change it.
  • Add a privacy policy. After checking the checkbox, a field will appear for the content of the policy. With this setting active, submitting the form will be the same as accepting the privacy policy.

Form appearance

The user can configure certain visual elements of the form. He can set:

  • font size,
  • the colour of the button text,
  • the colour of the button.

Publishing the form

After saving the created form, a shortcode will be generated on the subpage.

Draft saving

The generated shortcode should be embedded on a subpage dedicated to the form.

Campaing module in Firmbee

List of campaigns

Information about forms created in the WordPress panel is displayed in the application in the
Campaigns tab. The list shows the following information:

  • campaing name,
  • status:
    • created – if the form is an unpublished draft,
    • active – if it is active and the form code has been embedded on the page,
    • inactive – if the form is not a draft, but the name has not been filled in and the shortcode has not been generated.
  • campaign author,
  • creation date.

Campaign details

After clicking on the campaign name, a modal window with details is displayed. The information visible on the list below is available, but also:

  • a link to the published form,
  • Form template used,
  • related module in Firmbee,
  • Show leadsbutton.

List of leads

Data from completed forms goes into the appropriate campaign inside Firmbee. In order to check list of the records generated from the form, select the Show leads action from the list or campaign details.

Information available on the list:

  • name – is a link to the details of the lead,
  • status: new or imported,
  • contact details: e-mail address, phone number,
  • creation date (form data generation).

Filtering a list

Leads in the list can be filtered by:

  • first name and surname or name,
  • email address,
  • phone number,
  • status,
  • creation dates.

Importing and deleting leads

Leads can be imported and deleted in 3 ways:

  • by selecting the import/delete action for a record in the list of leads,

  • by selecting the import/delete action in the details of the lead,
  • collectively by checking boxes of selected rows in the list and selecting the action
    import selected/remove selected.

Import blocking

If a record has already been imported then:

  • the import action in the list and in the details of the lead is blocked,
  • in case of bulk import of leads, already imported records will be skipped.

Permissions

For the Campaign module, the choice of permissions is limited to access (none, private or public) and read (at the organization, role or record owner level). In addition, you can set whether the role user should have access to:

  • import leads,
  • delete leads.

To do this, the relevant switch must be enabled. The options are available after expanding the additional settings for the campaign module.

The administrator and manager roles have organization-wide scanning enabled and permission to import and delete leads. The access of the default user is limited to private level. The settings for manager and default user can be changed.

The import of leads depends on the right to add contacts and candidates. This means that:

  • the user can import records into the contactstab if they have enabled the option to add to the contact module,
  • the user can import records to the Candidates tab, if he has enabled the option add to the Candidates module,
  • the user cannot import any records if he does not have the access rights to the given tabs.

Available for your Smartphones

Manage projects & make sure your team is working efficiently. Firmbee mobile app will help you organize and accelerate remote work.