Overview
Webform Widgets in Meritto are powerful, embeddable forms designed to automate lead capture from your websites and landing pages directly into the CRM. Created for users of all technical skill levels, these widgets make it simple to design, publish, and manage your webforms, streamlining how you import data.
With enhanced controls, you can now easily filter widgets by status, track their usage with visual indicators, and delete unused forms, all from a more intuitive and centralised user interface. This makes your lead capture process more scalable, secure, and user-friendly.
Key Business Use Cases
Webform widgets are versatile tools that can be adapted for numerous business needs:
- Website Lead Capture: Place a widget on any website or landing page to capture leads automatically. Each submission creates a new lead, assigns follow-up tasks, and can trigger automated nurturing workflows, eliminating manual data entry.
- Campaign Tracking: Use widgets to track leads from multiple sources, even if they originate from the same landing page. This helps your marketing team measure campaign performance and ROI accurately.
- Event Registration: Simplify event management by using widgets to collect attendee information, preferences, and other special requirements. You can automate confirmation emails and integrate seamlessly with your event landing pages.
- Newsletter & Email Subscriptions: Grow your marketing lists by embedding subscription forms on your site. These forms can help segment new subscribers by their interests or other data points to enable more targeted communication.
- Webinar & Educational Content Registration: Promote webinars and other educational content by using widgets to manage registrations and collect participant information for marketing follow-ups.
- Marketing Automation: Trigger automated email sequences, update lead scores, or assign users based on form submissions. This reduces manual dependencies and saves valuable time.
- Analytics and Reporting: Generate detailed reports on widget performance, including conversion rates and lead metrics, to optimize your strategies.
Implementing webform widgets offers significant advantages for both your team and your customers.
Efficiency and Automation:
- Reduce Operational Efforts: Information submitted through webforms flows directly into your CRM, which eliminates manual data entry and reduces the time between lead submission and action.
- Streamlined Processes: Automated workflows can be triggered by form submissions to immediately begin processing requests, scheduling appointments, or initiating other services without manual intervention.
- Priority Routing: Configure widgets to automatically categorise and route submissions to the appropriate team members based on the form data, ensuring leads are handled by the right specialist promptly.
- Faster Information Gathering: Customers provide all necessary information once. This single, complete record is available to all relevant team members, removing the need for customers to repeat themselves.
Enhanced Customer Experience:
- Immediate Acknowledgement: Automatically send confirmation emails or on-screen messages the moment a form is submitted, giving users peace of mind that their request has been received.
- Device Flexibility: Widgets are fully responsive and designed to work seamlessly across all devices, including desktops, tablets, and smartphones.
- Optimized Mobile Design: The forms feature a mobile-first design with large buttons, simple navigation, and touch-friendly interfaces to ensure a smooth and easy submission process on any screen.
Data Quality and Security:
- Structured Information Collection: Use required fields, dropdown menus, and validation rules to guide users into providing complete and accurate information.
- Error Prevention: Real-time validation catches common mistakes, such as invalid email formats or missing required fields, before the form can be submitted, preventing data errors and delays.
- Document Uploads: Allow users to attach documents, screenshots, or other files to their submissions to provide necessary context and accelerate resolution.
- Data Security: Protect your forms from spam and malicious cyber-attacks by enabling security features like OTP (One-Time Password) verification or CAPTCHA.
Core Functionalities
Customization & Integration:
Our webform widgets are designed for non-technical users. You can easily:
- Select the fields you want to capture.
- Design the widget’s layout, colours, and theme.
- Apply validation rules to ensure data quality.
- Publish the widget to generate an embed code.
- Place the code on any website or landing page.
Lead and Campaign Capture:
Once embedded, the widget appears as a form on your site. When a user fills it out, the widget automatically captures the submitted data along with any marketing campaign information (like UTM parameters), enabling detailed source analysis.
Management and Security:
- Enablement Control: Each widget can be toggled ON (Enabled) or OFF (Disabled) directly from the listing page. A confirmation prompt helps prevent accidental changes.
- Encrypted Widget ID: For secure identification, each widget has a unique, encrypted ID visible below its name. This ID can be copied with a single click and is used consistently across audit logs, making it easy to trace widget activity without exposing internal identifiers.
- Audit Trail: Every action performed on a widget—including creation, updates, and deletion—is recorded in the Audit Logs for complete traceability and accountability.
Permissions
Access to and management of widgets are controlled by specific user permissions. Widgets are available across various plans, with usage limits tied to your subscription level.
- Manage Website Widgets: Required to view the widgets listing page.
- Create/Edit Website Widgets: Required to add new widgets or modify existing configurations.
- Delete Widgets: Required to delete unnecessary or outdated widgets.
- Publish Website Widgets: Required to make changes to a widget live on your website.
- Download Website Widgets: Required to download a file containing all available widgets and their integration codes.
No advanced configurations or dependencies are needed to begin using Webform Widgets.
Conclusion
The enhanced Webform (Widget) feature gives you complete visibility and control over your lead capture forms. With powerful tools for tracking, management, and security, building and scaling your lead generation efforts is now faster, cleaner, and more efficient than ever.