The Lead Form is a set of custom fields for you to complete when creating new Leads in the system. Orderry allows you to create different types of Leads, each having its own set of custom fields you can select and keep for the future.
Go to the “Settings > Forms Editor > Leads” page to get started with setup.
There are two types of preconfigured Lead forms available by default: “Lead” and “Missed call”. You can modify the existing forms, or add new ones.
Note: When you create a new type of Leads, a corresponding form will be automatically cloned from the existing type of Leads.
Select the type of Leads you want to configure.
Working With Fields
Fields are boxes found in the Lead Form for you to enter text or numerical values.
Adding New Fields
Step One: Press “Add field”.
Fields are falling into 3 basic categories:
System fields are the “Ad Campaign”, “Comment”, “Urgent”, and “Will done at” fields. These fields cannot be modified, being tied to reporting and badge features. However, system fields can be still removed if necessary.
Note: Mandatory system fields are the “Name”, “Phone”, “Location”, and “Manager” fields. These fields cannot be modified or removed. Being hidden, they will not be displayed in the Forms Editor as well.
The “Ad Campaign” system field can be only configured on the “Settings > Marketing” page.
Custom fields are the newly-created fields you’ve been adding over time.
Variable values for custom fields in the Lead Forms can be found on the “Settings > Notifications > Leads > Templates” page. There is a numerical code at the end of their title.
New fields are the fields you’re going to create. Newly created fields will be moved to the “Custom” section.
There are 7 different types of fields, based on the format and amount of data available for editing:
Text field allows alphabetic characters with a 128-character limit including spaces and can be tied to Custom Directories.
Text area allows alphabetic characters with a 1024-character limit including spaces and can be tied to Custom Directories.
Value list contains a list of values for a dropdown list, names separated by commas (255-character limit, including spaces). List of values can be tied to Directories as well.
Checkbox is a specific field to select one of these: “Yes” and “No”.
Date is to be filled with the date using a “DD.MM.YYYY” format (use this field to set the default values, which will be added to the current date).
Date + time is to be filled with the date and time using a “DD.MM.YYYY HH:MM” format and timing (use this field to set the default values, which will be added to the current date and time).
Number can be only filled with a numerical value (32-character limit, including dots and commas for decimal numbers).
Step Two: Write a field name, select Directory to be tied (if necessary), and press “Save”.
How To Edit Fields, Use Cases
To edit a field, hit the pencil icon to the right of its title. Only the title and type of the field can be edited. A variable value of the field will be generated automatically, it can not be edited.
Note: System fields do not allow changing the type of the field. The following types of fields can be tied to Directory: “Text field”, “Text area”, and “Value list”. By doing so, you can fill the Lead Forms quicker and eliminate human error.
To move the field, press the icon (three vertical dots) to the left and complete your move.
Fields can be changed to mandatory by enabling the “Required” checkbox. Doing so, Leads can be added / modified only after filling out a mandatory field.
The following fields: “Text field”, “Extended text field”, “List of values”, and “Number” allow choosing default values for fields that will be displayed in Leads by default. All you need is to complete a corresponding field with a necessary default value.
To delete a field, simply hit the remove icon to the right of its title.
Note: Once you delete a field on the “Settings > Forms Editor > Leads” page, it will be also removed from all Leads of this type. To restore a previously deleted field(s), please contact Orderry Support.
How To Work With Headers
Unlike the fields, Headers do not vary by type. Also, they have nothing to do with variables. Headers are only used to visually separate information as shown below.
Press “Add header” to create a new header, then select a title and press “Create”.
To edit or remove a header, press the pencil icon or the remove icon to the right.
To move a header, press the icon (three vertical dots) to the left and complete your move.
Note: Fields and headers are to be configured for different types of Leads separately.