Online customer forms are used to receive information about customers, leads, and contacts from your website. With online customer forms, you can create online lead forms or provide customers and contacts a way to update their information. You can customize the appearance of these forms.
When you save your online customer form, NetSuite creates an external URL for the form. This URL appears in the External subtab, under the field label Publishable Form URL. With this URL, you can:
Link to the online customer form from your website and pass various parameters through the URL. These parameters automatically populate fields on the form. For more information, see Passing Parameters Through URLs.
Embed the online customer form in your website. Visitors can complete the form without having to click a link to a separate page. In this case, the online lead form displays inside a page on your website. For more information, see Embedding an Online Form in your Website Page.Note:
You can link to an online customer form from a hosted HTML page on your website. This link preserves incoming URL parameters such as lead source, partner, and promotion. It enables the customer to enter additional information in the fields on the form. To do this, use the website tag, <%getOnlineFormUrl(ID)%> in an href to link to the online form. For more information, see Web Site Tags.
To avoid duplicate records, NetSuite can compare information entered in specific fields on the form to similar information in existing records, for example, Email Address or Phone Number. If there is a match, you can determine how NetSuite handles the duplicate information.
Online customer forms can also be used to create contact records. For more information, see Using Online Customer Forms for Contacts.
You can create HTML templates to customize the appearance of your online customer forms to match the look of your website. For more information, read Online Form Templates.