Do you need to capture contact information from people quickly and easily? ClickUp's Contact Form Template is the perfect way to do it!
This template makes it easy for you to:
- Create a custom contact form quickly and easily
- Capture customer data in one place for simple organization and access
- Gather valuable feedback from customers through surveys, polls, and more
With ClickUp's Contact Form Template, you can create your own custom contact form with ease. Make sure that all of your customer inquiries are in one central location so that you can provide them with the best possible service—all without leaving ClickUp!
Benefits of a Contact Form Template
Contact forms are a great way to streamline communication and make it easier for customers to reach out to your business. Here are a few benefits of using a contact form template:
- Gather customer feedback quickly and easily
- Eliminate manual data entry and save time
- Increase customer satisfaction by providing a user-friendly way for customers to contact your business
- Increase security by allowing customers to submit sensitive information safely and securely
Main Elements of a Contact Form Template
ClickUp's Contact Form Template is designed to help you keep track of customer inquiries. This List template includes:
- Custom Statuses: Mark task status such as In Review, Reviewed, and To Review to keep track of the progress of customer inquiries
- Custom Fields: Use 6 different custom attributes such as Email, Message, Company Website, Phone, Company Name, and more to capture all the necessary information about customers
- Custom Views: Open 3 different views in different ClickUp configurations, such as the Getting Started Guide, Inquiries, and Contact Us Form so that you can easily access and organize customer inquiries
- Project Management: Improve customer inquiry tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Contact Form Template
Having an effective contact form on your website is essential for connecting with customers and building relationships. To create one, follow these steps:
1. Decide what information you need
Before you start building the form, think about what information you want to collect from people who fill out the form. This should include the basics like name and email address, but you can also ask questions about why they’re contacting you, what they’re looking for, and more.
Create a Doc in ClickUp to brainstorm ideas on what kind of information to collect.
2. Design the form
Once you have the information you need, it’s time to design the form. Decide on the layout, fonts, colors, and other details to make sure your form is visually appealing and easy to fill out.
Design the form in a Doc in ClickUp and create tasks to assign design tasks to team members.
3. Add the form to your website
Now it’s time to add the form to your website. Use an HTML editor or other software to create the form, and embed it in the page you want people to find it on.
Create tasks in ClickUp to assign tasks related to adding the form to the website.
4. Create an automated response
Set up an automated response that will be sent to people who fill out the form. This response should thank them for their message and let them know that someone will be in touch soon.
Use Automations in ClickUp to quickly create an automated response.
5. Monitor and respond
Finally, you need to monitor the form and respond to all incoming messages. Make sure to respond promptly and politely, and keep track of all conversations in a spreadsheet or other system.
Use Dashboards in ClickUp to keep track of all conversations and assign tasks to team members to respond to customer inquiries.
Get Started with ClickUp's Contact Form Template
Website owners can use this Contact Form Template to help everyone stay on the same page when it comes to collecting contact information and responding to inquiries.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to create a contact form:
- Use the Getting Started Guide View to learn how to use the template effectively
- The Inquiries View will help you keep track of all incoming inquiries from customers and stakeholders
- Use the Contact Us Form View to create a contact form for customers and stakeholders to submit inquiries
- Organize tasks into three different statuses: In Review, Reviewed, To Review, to keep track of progress
- Update statuses as you review inquiries to keep stakeholders informed of progress
- Monitor and analyze inquiries to ensure maximum productivity