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  3. Capturing Leads
  4. Online Form Templates

Online Form Templates

Online form templates enable you to customize the look and layout of your NetSuite online forms. Online form templates are useful if you do not use a NetSuite website but use the NetSuite online customer and case forms.

Online form templates are HTML documents that you create outside of NetSuite. You either upload them to your NetSuite file cabinet or paste on the template record. Experience with HTML can be helpful when creating an online form template.

Note:

To use custom HTML templates, an administrator must enable the Marketing Automation feature.

To create an online form with an HTML online template:

  1. Create the HTML file that will be used.

  2. Upload your template to the file cabinet. Click new on the template record, or place it in the Marketing Templates folder in your file cabinet. For more information, see Uploading an Online Form Template.

  3. Create a template record at Documents > Templates > Marketing Templates > New > Online Form > Online Form. For more information, see Creating an Online Form Template Record.

  4. Create your online customer form at Setup > Marketing > Setup Tasks > Online Customer Forms > New or your online case form at Setup > Support > Case Management > Online Case Forms > New. For more information, see Online Customer Forms.

When creating an online form template, you decide which fields to include and how to arrange them on the form. You can also add styling to the page.

The following must be included in the HTML code:

To place fields on an online customer form, use tags from the table below:

Field

Tag

Company Name

<NLCOMPANYNAME>

Address Line 1

<NLADDRESS1>

Address Line 2

<NLADDRESS2>

City

<NLCITY>

Comments

<NLCOMMENTS>

Confirm Password

<NLPASSWORD2>

Contact First Name

<NLFIRSTNAME>

Contact Last Name

<NLLASTNAME>

Contact Middle Initial

<NLMIDDLENAME>

Country

<NLCOUNTRY>

Currency

<NLCURRENCY>

Customer Category

<NLCATEGORY>

E-mail

<NLEMAIL>

E-mail Preference

<NLEMAILPREFERENCE>

Give Access

<NLGIVEACCESS>

Lead Source

<NLLEADSOURCE>

Login Password

<NLPASSWORD>

Partner

<NLPARTNER>

Partner Code

<NLPARTNERCODE>

Phone Number

<NLPHONE>

Promotion

<NLPROMOCODE>

Shipping Item

<NLSHIPPINGITEM>

State / County

<NLSTATE>

Taxable

<NLTAXABLE>

Unsubscribe from Campaigns

<NLUNSUBSCRIBE>

Web Address

<NLURL>

Zip/Postal Code

<NLZIPCODE>

To place fields on an online case form, use tags from the table below:

Field

Tag

Company Name

<NLCOMPANYNAME>

Name

<NLENTITYID>

E-mail

<NLEMAIL>

Message

<NLINCOMINGMESSAGE>

Subject/Title

<NLTITLE>

Case Origin

<NLORIGIN>

Case Type

<NLCATEGORY>

Contact First Name

<NLFIRSTNAME>

Contact Last Name

<NLLASTNAME>

Contact Middle Initial

<NLMIDDLENAME>

Phone Number

<NLPHONE>

Start Date

<NLSTARTDATE>

Start Time

<NLSTARTTIME>

Support Issue

<NLISSUE>

Support Item

<NLITEM>

When you create your online form, you can choose to have NetSuite insert field names into your form. Alternatively, you can label the fields on the form with text in your template.

Your form should also include a button your customers use to submit the form to your NetSuite account. The HTML code for this button is:

          <input type="submit" value="Button Text">

You can substitute text in the button by changing the value in the code. For example, if you want the text in the button to read Submit Form, the code would be:

          <input type="submit" value="Submit Form">

Below is a sample online form template:

          <HTML>
  <Head>
    <Title>OnlineLeadForm</Title>
    <link href="/images/stylesheet.css " rel="stylesheet" type="text/css">
    <style type="text/css">
    </style>
  </Head>
<Body>
  <NLFORM>
    <table width="60%" border="0" align="center">
      <tr>
        <td bgcolor="#FFFFFF" valign="bottom" align="center" height="55">
          <p align="left"> <NSLOGO>
        </td>
      </tr>
      <tr>
        <td bgcolor="#FFFFFF" valign="middle" align="center" height="1">
        <hr color="#CCCCCC" align="left" size="1"></td>
      </tr>
      <tr>
        <td class="textll"><h1>
        <center>
        <span class="mainheader1 style1">Register With Us!</span>
        </center>
        </h1>
        <p align=Left> This is a sample online form template.
        <p> New leads would complete the fields below:
        <p><b>Name</b> <NLFIRSTNAME> <NLLASTNAME><br>
        Here you might enter special instructions.
        <p><b>Company Name</b> <NLCOMPANYNAME>
        <p><b>Email Address</b> <NLEMAIL>
        <p><b>Street Address</b> <NLADDRESS1>
        <p><b>City</b> <NLCITY>
        <p><b>State</b> <NLSTATE>
        <p><b>Zip/Postal Code</b> <NLZIPCODE>
        <p><input type="submit" value="Button Text"></p>
        <p align="center"><a href="http://www.linkbacktoHomePage.com">Company Home</a>
        <a href="http://www.link1.com">Support</a> | <a href="http://www.link2.com">Help</a>
        </td>
      </tr>
    </table>
  </form>
</Body>
</HTML>

This example uses a stylesheet. You can reference a cascading stylesheet in your online forms if you store the CSS file in the Images folder of your File Cabinet. You should use a relational URL to reference the stylesheet. In the example above, the reference is:

<link href="/images/stylesheet.css " rel="stylesheet" type="text/css">

Important:

You must include all appropriate end tags as well as <html> and <body> tags for NetSuite to recognize this file as an HTML file.

After you prepare your template file, upload it to your NetSuite file cabinet.

Related Topics

Uploading an Online Form Template

NetSuite saves online form templates in the Marketing Templates folder of your file cabinet, by default. An administrator or sales administrator can change the folder you use to store your templates. Go to Setup > Sales > Preferences > Sales Preferences.

To upload an online form template:

  1. Click the Documents tab.

  2. In the Documents Links portlet, click File Cabinet.

  3. On the Folder Contents page, click Marketing Templates.

  4. Click Add File.

  5. In the File Upload window, locate your online form template on your hard drive.

  6. Select the file.

  7. Click Open.

  8. On the Folder Contents page, click Add.

Now you can create an online form template record to apply to your forms.

Related Topics

Creating an Online Form Template Record

After you upload your template to your file cabinet, create an online form template record.

To create an online form template record:

  1. Go to Documents > Templates > Marketing Templates > New > Online Form.

  2. On the Select Type page, click Online Form.

  3. On the Online Form Template page, enter a name for the template.

  4. In the Title field, enter the text you want to appear at the top of the browser window when someone navigates to your form.

  5. Enter any additional information in the Description field.

  6. If you created this file outside of NetSuite,

    1. Select File.

    2. Select the template in the Template File field.

    3. Click Preview to see your template in a new window.

  7. If you are creating the template on the record,

    1. Select Text Editor.

    2. Enter the text in the Template field.

  8. To insert a field in the template text, choose the type of record you want to insert the field from, and select the field in the Insert Field list.

    NetSuite places the field tag at your cursor in the text.

  9. If you want to be the only one to use this template, check the Private box.

  10. If you want this template to only be used by members of a group, select that group in the Restrict to Group field.

  11. Click Save.

Now, you can select this template when you create an online form.

For information about creating a customized online form with online form templates, read Online Customer Forms and Online Case Forms.

Related Topics

General Notices