Responsive WebToolz forms embedded in an Umraco website

Rethink required a series of newsletter or mental health advice request forms embedded into their main Umbraco website, but with the data going directly against contacts in iMIS. They needed the forms to be responsive, so that they could be filled in on any device and matched to the responsiveness of the Umbraco theme. They also needed the forms to be flexible and editable by staff (so not code based). There was only one choice in the end - WebToolz from Zengage - scroll down to see how we did it.

Responsive WebToolz forms embedded in an Umraco website

Rethink required a series of newsletter or mental health advice request forms embedded into their main Umbraco website, but with the data going directly against contacts in iMIS. They needed the forms to be responsive, so that they could be filled in on any device and matched to the responsiveness of the Umbraco theme. They also needed the forms to be flexible and editable by staff (so not code based). There was only one choice in the end - WebToolz from Zengage - scroll down to see how we did it.

Responsive WebToolz forms embedded in an Umraco website

Rethink required a series of newsletter or mental health advice request forms embedded into their main Umbraco website, but with the data going directly against contacts in iMIS. They needed the forms to be responsive, so that they could be filled in on any device and matched to the responsiveness of the Umbraco theme. They also needed the forms to be flexible and editable by staff (so not code based). There was only one choice in the end - WebToolz from Zengage - scroll down to see how we did it.

Category: CRM, Web

Client: Rethink

Location: London

Date: Monday, August 1, 2016

Background

Rethink is one of the largest mental health charities in the UK and they have a large number of members and are actively recruiting to increase their membership supporters. They use Umbraco as their main website CMS , and they needed various signup forms put into this website to help in recruiting more contacts and possible supporters as well as helping their beneficiaries to get the care they needed.

What they asked for

Rethink asked for a responsive newsletter signup form to be embedded into Umbraco that wrote data directly back into iMIS and updated the user's standard communication preferences in iMIS. The form needed to also capture their address using AFD address validation, and auto-complete the address based on postcode (or any other address snippet).

Rethink also asked for a series of Advice contact forms to be created where service users could request advice, and at the same time sign up for the newsletter and update their standard iMIS communication preferences.

What we did

We first created the forms in Rise with AFD integration using WebToolz from iMIS. The forms did some very clever contact matching algorithms, and added new contacts automatically if none were found. These forms were also designed to automcomplete the addresses based on postcode or any other part of the address, and they updated the standard iMIS communication preferences fields. Moreover they were designed so that staff could update or edit the forms whenever they needed to.

We then created a responsive javascript embed code that allowed us to put the forms into Umbraco (or any other website) and still maintain their responsive bootstrap grids.

How they benefitted

By having validated data written securely back into iMIS, Rethink had a solution whereby they could get newsletter signups or advice requests easily into their central system, but also let the user decide what communication preferences they wanted (In compliance with anticipated new charity regulation). Having all addresses validated at the point of entry meant that Rethink would save on future communications with these enquirers.