I have often thought I was suffering from magical thinking in expecting that I could just put a custom designed webform on a site and have the information captured there flow seamlessly into my nonprofit CRM software without any coding required to set up the form and without any high maintenance importing. Nonprofit Vertical CRM affirmed that far from magic, this capacity should be the industry standard for nonprofit CRMs. It offers a straightforward and streamlined process to both design and setup webforms and be specific about where information flows into the CRM. So, wait, you don’t have to import a list or manually re-enter information captured on your website or a third party app? Yep, you’re awake. You can have information from fields on the form map directly back to the module of your choice creating, for example, a new lead or new volunteer in the system automatically. You can even assign and notify the owner of the new record. Just in case you weren’t feeling fancy enough, you can also set up an auto-response email template to acknowledge the person filling out the form, making a positive first touch to your constituent instantly and effortlessly. Did I mention you can use web forms with Google Sites and other third-party sites? You bet you can!
Nonprofit Vertical also allows you to customize the look of your form with an intuitive formatting menu, making the form itself stand alone in the design department and yet also be able to blend with any existing webpage design you may already have in place. The familiar drag and drop functionality used to customize modules and fields shows up again nicely here as well, meaning that designing your webform can take as little as a few minutes. You can even upload files to the form and add captcha. Once the design is done, simply point it to the hosted page URL and you are on your way to realizing the efficiency gains that webform automation workflows bring.
Here’s a video from our “Nonprofit Vertical Setup Series” that covers generating a basic webform. Power to the user!
For more information on Nonprofit Vertical CRM click here http://nonprofitvertical.com/
