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How can I create a "Contact Us" option for new clients to reach out?

Written by Lauren Taylor

Contact forms can be a great way to allow your clients to reach out to your team more easily. When you use a BusyPaws form for this functionality, you ensure that:

  1. New clients reaching out via the form are automatically added as prospects on your BusyPaws account.

  2. Form submissions are saved to the customer/prospect's profile for later reference.

  3. You receive email notifications whenever a contact form submission is received.

To configure a "Contact Us" form, start by heading to your Forms & Contracts page. Create one or more custom input fields that you wish to include on your form. Once that is done, select "New Form/Contract" in the "Actions" button menu to start building your contact form.

Then select "Single Pet" as the form type.

Note that if you plan to collect pet information on your contact form you may want to set it as a Multi-Pet form instead. That will allow clients to submit information for multiple pets at once. If you plan to include just basic client information on the form, Single Pet will be the simplest option.

Add a name to your form then use the "Input Fields" section to add the fields you want customers to fill out when contacting you. Turn the "Required?" toggle on for any fields you wish to be mandatory for form submission. If desired, you may also add a description of the form to display above the input fields.

There is no need to include the First Name, Last Name, or Email fields here as they will automatically populate for any form you embed/link directly on your website.

When you are happy with your selections, click the "Add Form" button at the bottom of the page to save your new form.

You can now integrate the new contact form into your website. Use the "Copy" button for the form to get its direct link or click "Copy Code" to get the code needed to embed it on your website. Linking the form results in a redirect when the link is clicked (i.e. the form opens in a new tab), while embedding the form allows your clients to complete and submit a copy without ever leaving your site.

The final step in configuring your form is ensuring you are notified when a client reaches out to your team. To do this, click or hover your mouse over your profile photo at the bottom-left corner of the page.

Then select "Your Profile" from the top of the resulting menu.

Under "Notifications", confirm that the In App and/or Email toggle for the "Form Submissions" notification are turned on (purple). If not, click either toggle to turn those notifications on (purple) then click the "Save Changes" button at the bottom of the page to update your profile.

Turning your form submission notifications on will ensure that you receive an in-app and/or email notification any time a customer submits a completed form of any type.

You're now ready to begin receiving contact requests from your customers! Whenever a form submission is received you will be emailed with the name of the customer and a link to their profile so you can see their completed contact form.

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