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Custom Web Form Creation and HTML Integration (CRM)

This guide explains how to create custom web forms in Dazos that match your specific design requirements and integrate them into your website using HTML code.

Before You Begin

Before creating your custom web form, you'll need:

  • A clear design reference (screenshot or mockup) of your desired form

  • Access to your website's content management system or developer

  • Understanding of your data collection and compliance requirements (e.g., HIPAA)

Steps

Step 1: Contact Dazos Support with Your Requirements

Reach out to Dazos Tech Support with your custom form request. Include:

  • A screenshot or detailed description of your desired form design

  • Information about where the form will be used

  • Any compliance requirements (HIPAA, etc.)

Step 2: Schedule a Requirements Review Meeting

Our support team will schedule a brief meeting to:

  • Review your design requirements

  • Discuss form data management expectations

  • Determine the best integration approach

  • Set clear expectations for the integration process

Step 3: Receive Custom HTML Code

After the requirements meeting, our team will:

  • Create custom HTML code that matches your design

  • Ensure the code generates the exact form you requested

  • Provide instructions for field mapping

  • Deliver the code within a few hours of the meeting

Step 4: Review and Test the Code

Have your development team or website administrator:

  • Review the provided HTML code

  • Test the form functionality

  • Verify that all fields map correctly to your requirements

Step 5: Integrate into Your Website

Your team can embed the form directly into your webpage using the provided HTML code. This approach:

  • Maintains your existing website functionality

  • Addresses compliance requirements

  • Provides seamless integration with your current design

Verification / Expected Result

Once successfully integrated, your custom web form should:

  • Match your original design requirements

  • Collect data according to your specified field mapping

  • Function seamlessly within your existing website

  • Meet any compliance requirements discussed during setup

Troubleshooting / Common Issues

If you encounter any issues:

  • Contact Dazos Tech Support for form adjustments or fixes

  • Schedule an additional meeting if further assistance is needed

  • Our team can make modifications to fulfill your expectations

Related Resources

For additional support with custom web forms, contact Dazos Tech Support to discuss your specific requirements and schedule a consultation meeting.

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