Managing customer enquiries effectively is essential for growing your business, and Fergus makes it easy to capture and organize enquiries directly through a web contact form. This guide will help you get started with enabling and setting up your web enquiry form, so you can start collecting leads directly into your Fergus account.
Step 1: Enable the Web Contact Form
To begin using the enquiry feature in Fergus, you first need to enable the web contact form in your account.
Log in to Fergus: Access your Fergus account from your web browser.
Go to Settings:
Click on the Settings button in the top-right menu.
Navigate to the Enquiries section.
Enable the Web Contact Form:
Toggle the option to enable your web contact form.
Fergus will automatically generate a customized form that includes your business's branding, company name, and logo, ensuring a professional appearance consistent with your brand.
Step 2: Set Up the Web Contact Form on Your Website
Once your web contact form is enabled, you can set it up on your website to start capturing enquiries from visitors.
Choose How to Set Up the Form:
For detailed instructions on integrating the form with specific website platforms, refer to the following help articles:
Wix Website: Setting Up Enquiry Form for Your Wix Website
Squarespace Website: Setting Up Enquiry Form for Your Squarespace Website
WordPress Website: Setting Up Enquiry Form for Your WordPress Website
Managed Website: If someone else manages your website, Fergus has made it easy for you to share setup instructions with them. Click on the "Somebody else manages your website?" button in the enquiry settings to generate a prewritten email containing all the necessary details. Simply forward this email to your web developer or IT manager, and they’ll handle the rest.
Facebook Business Page: You can also include the enquiry form on your Facebook business page: Setting Up Enquiry Form on Your Facebook page
Step 3: Using the Enquiry Form to Save Time While On a Job
In addition to placing the form on your website, you can also send the enquiry form directly to potential customers when replying to calls or messages while you’re out on a job. This is a great way to capture leads on the go, ensuring no opportunity is missed. See: Using the Enquiry Form to Reply to Customers
Step 4: Managing and Actioning Enquiries
Once your web contact form is set up and live, enquiries will start coming into your Fergus account. Managing these enquiries is straightforward:
Receive Enquiries:
All new enquiries will appear in the To-do section of the Enquiries page, accessible through the dashboard on web or through the menu on Fergus Go.
Convert Enquiries to Jobs:
You can easily convert any enquiry into a job within Fergus with just one click. All the necessary details from the enquiry will be automatically transferred to the job, saving you time and reducing data entry errors.
Further Assistance:
For more information on managing enquiries, refer to our detailed help article: Actioning Enquiries in Fergus. This guide covers how to track and update the status of enquiries and provides tips on efficiently converting them into jobs.
Showcasing Your Brand
The web contact form generated by Fergus is designed to reflect your trades business’s branding. It will prominently feature your company’s name and logo, ensuring a consistent and professional look across all customer touchpoints.
As a seperate page:
Or embedded into an existing page:
The form allows your customers to provide you with:
Their name
Email address
Phone number
Job address, prefilling from Google Maps
A description of the work
Up to 5 photos / 20MB total size
The form is also protected with Google Recaptcha, protecting you against spam.
By enabling and setting up the web contact form in Fergus, you can streamline the process of capturing and managing customer enquiries. Whether you’re integrating the form on your website, sending it directly to potential customers, or managing enquiries within Fergus, this feature is designed to help you stay organized and responsive.