How To Create A Contact Form In Dubsado

Creating a contact form inside of Dubsado is a pretty easy process. With 4 simple questions and a few steps to add the form to your website or link-in-bio, this should take about 25 minutes (at most) to complete.

HOW TO CREATE A CONTACT FORM IN DUBSADO. HERE’S HOW IT’S DONE:

STEP 1: BUILD YOUR FORM.

Log in to your Dubsado account and click “Templates” on the left side menu then select “Forms.” Click on the plus (+) symbol next to Lead Captures to create your contact form.

• Dubsado already includes a few questions inside of the lead capture form when you create a new one, but you’ll need to edit your contact form to ask for your client’s first name, last name, and email address, and insert a free-response question at the bottom of the form for your clients to type their contact request. 

• You can leave the form settings as the default settings if you want, but if you’re interested in sending an automatic email response via Dubsado after clients complete the contact form, we’ll revisit the form settings later in this post.

Here’s what my contact form looks like inside of Dubsado:

STEP 2: EMBED THE FOR ON YOUR SITE USING HTML CODE OR A URL LINK.

You can find this by selecting “Share” on the top right of the contact form template. I embedded my form on my website using HTML code. If you’d rather use a link to add to a button or send directly to potential leads, copy the URL link.

Click here to see how it looks on my website.

After my clients fill out their contact form on my website I set up a Dubsado automation that triggers an email response to my client and creates a task inside of Dubsado for me to respond to that specific client’s request. If you’re interested in setting that up, keep reading!

BONUS:

You can totally skip this part if you’d like to manually follow up with your clients, but it’s a pretty simple process. Workflows are like automatons inside of Dubsado. They can be long and advanced or short and sweet. This contact form workflow only has two steps. 

*Please note workflows are only available with Dubsado’s premier plan*

HOW TO CREATE A CONTACT FORM WORKFLOW IN DUBSADO. HERE’S HOW IT’S DONE:

STEP 1: CREATE YOUR EMAIL TEMPLATE.

You’ll want to create a quick email response to let your clients know that you’ve received their inquiry and you’ll be happy to respond soon. To do this, click “Templates” on the left side menu, select “Canned Emails,” then click “New Canned Response.” After creating your response template, click the “Save and Close” button at the bottom.

Here’s the exact email template I created for my automatic response:

EMAIL TITLE: (client will not see this, it just helps you identify the email): Contact form | Automatic Response

SUBJECT: Thanks for reaching out!

BODY:

Hello {{client.firstName}},

This is an automated response to thank you for submitting a contact form on my site. I’m super excited to respond to your inquiry!

I will follow up with you in 24-48 hours. In the meantime, please let me know if you have any additional questions or comments by replying to this email.

{{brand.emailTemplate.signature}}

STEP 2: BUILD YOUR WORKFLOW.

Click “Templates” on the left side menu, select “Workflows,” then click “Add Workflow.” Name your workflow “Contact Inquiry,” or whatever you want to name it, and select “Add Action.” For the workflow action, select “Send Email,” leave the when section to “0 days after all previous actions complete.” This means that your automatic email will be sent immediately after your clients complete their contact form. 

• Leave the require approval box unchecked.

STEP 3: CREATE A “SEND EMAIL” ACTION.

In the “Email To Send” dropdown, select the canned email template you created in step one, then click apply.

• (NOTE: if you ever decide to edit your canned email template it will not automatically update the email template inside of the Dubsado workflow. To update that, you’ll have to go to the workflow and repeat this step. After that you should see the edits you made to the email template in the updated workflow).

STEP 4: CREATE A “TO-DO” ACTION.

Add another action by selecting the “Add Action” button. For the workflow action, select “Create Todo,” leave the when section as “0 days after all previous actions complete” (or set to whenever you’d like to respond), assign the task to yourself (or someone else), and type the text you want to see when you receive the task. This action tells Dubsado to automatically create a task for you to respond to your client’s contact inquiry after they receive their automatic response. Save your workflow.

Here’s the text I use in the reminder section of my to-do:

Respond to {{client.firstName}}’s contact inquiry

Here’s what my workflow looks like:

FINAL STEP: CONNECT THE FORM AND WORKFLOW TOGETHER.

To make the automation work, you’ll need to go back to the contact lead capture by clicking “Templates” on the left side menu, selecting “Forms,” and clicking on the contact form you just created. Select “Settings” and edit the default workflow category by selecting the contact form workflow on the dropdown menu

• You can also edit the lead title if you want to. Mine is, “{{client.firstName}} Contact Inquiry.” Editing the lead title allows you to identify the client and form you’ve received once it’s submitted (not necessary).

If you’re interested in building out more features in your Dubsado platform, but need help from a Certified Dubsado Specialist, book a Project Plan It™ Session with me so we can work together to plan your client process and talk about your workflows.

If you’re new to Dubsado and haven’t set up your account, click here or use the code “daytodayassist” at checkout to receive 30% off your first month or year of using the system.

For more detailed information on all things Dubsado, check out their free education portal here.