Rather than your Client being required to log into your Client Portal (‘agentname’.myeventsportal.co.uk) to submit an electronic enquiry directly into GRATIS, you can instead create a bespoke form for them to save as a URL or load into their own Company Intranet.

Each form can be tailored to a Client's specific requirements to capture MI per booking such as job numbers, cost centre codes etc. and this is all created and controlled in GRATIS.

Getting Started

To create a bespoke client form you’ll first need to set up some details within your Client’s profile. Go to the Clients module and load the client you would like to set up; then go to the Branding tab. You’ll see a new section labelled ‘Bespoke Client Form’ and checking the ‘Enable Bespoke Client Form’ box will reveal new options as such:

Form URL

Every new bespoke Client form is given a default URL (the web address your clients visit) and you are able to customise this to suit your needs - for example, Adventis Group may want their abbreviated name (Adventis instead of Adventis Group) as the custom part of the URL. To change the URL, simply click the ‘Edit’ button:

This will present you with the following dialogue where you can enter the custom URL you would like and click the ‘Check Availability’ button to make sure this URL is available for use:

In this case, the URL is available so we can simply click ‘Apply’ to save this URL for the client:

Welcome Text

You can enter a series of instructions for your Client to complete the form with the correct information. This may include details of the information required (and whether it is mandated) or who to contact if they have any queries. Here’s an example of how this could look:

Client Fields

If your Clients requires additional information to be collected along with the enquiry, such as purchase order details, department codes or internal references, you can include your existing Client Fields as fields on the bespoke client forms.

The fields available in the list will reflect those in the Client Fields tab of the Client’s profile. You can select as many of these as you need on the form, simply hold down the Control key (? / cmd on a Mac) and click the fields you want to use.

The bespoke client forms will respect the ‘Required’ status of each client field. You can also add a note for each field in the ‘Usage’ column within the Client Fields tab as such:

Section Titles

You have the ability to customise the headings for the default sections of the form to tailor this to your client’s requirements or internal language guides:

The ‘Additional Details’ heading is what will be shown to group all of the client fields used for the form, so you may want to label this to reflect this. For example, you could use ‘Adventis Internal Information’.

Requiring Users to Login

If you’d like your Clients’ users to be required to login before accessing the form you can check the box as shown:

This will require a user to be registered as a Contact against the Client in question and have their password available. If users visit the link they  will first see the login page for your client portal:

Once logged in, they will be taken to the form.

The End Result

When you’re happy that you’ve set up everything that your client needs, click ‘Save’ and your form will now be live. You can simply click the link provided to preview this for yourself. With all of the examples set up above your clients will see something like this: