Published 16/07/2018

Read time: 2 minutes

Introduction

Here’s how to set up a DenGro Form that you can embed in your practice website, so leads, enquiries and referrals are directed straight into DenGro.

A DenGro Form is a form that connects to your practice website, so that when your potential patients fill out their details, such as their name, contact details and any treatments they are interested in, this information heads straight into DenGro, securely, and lands on your Dashboard.

DenGro can create 3 types of contact form: Enquiry, Lead, or Referral.

To get started, you’ll need:

  • To have a Practice or Group admin role in DenGro.
  • Some basic knowledge of HTML and CSS.


How to set up an Enquiry Form

Use an Enquiry Form to connect to your Contact Us page, so that your general enquiries head straight into DenGro. They’ll appear as ‘Enquiry’ on your Dashboard.

  1. Go to the ‘Practice Settings’ icon (cog) in the navigation bar. Select ‘Integrations’.

  2. Click ‘+ Add New Form’ and choose Enquiry Form from the ‘Form Type’ options. Give your form a name, and click ‘Next’.

  3. You’ll see that the form already has suggested fields. You have the option to add, edit or remove.

  4. Toggle the button to the right to make the field a ‘Required’ field. Your leads will have to complete this to submit their form. (Some fields are required by DenGro, so you don’t have the option to disable them.)

  5. You can remove a field by clicking on the ‘Bin’ icon on the right-hand side. Remember, you need at least one contact field to create a form.

  6. You can edit the boxes by clicking inside and typing.

  7. Additional fields can be added at the bottom under ‘Available Fields’. These are ordered into groups, for example: Enquiry Details, Consent Fields and Contact Preferences. Different groups will be available depending on what kind of form you are creating.

  8. Change the order of the form fields by holding down the ‘Drag’ icon (the four lines) to the left of the box and move the field to a different position.

  9. Click ‘Save’ to save the form.

  10. See what your form looks like by clicking ‘Preview Form’.

  11. It’s worth noting that your form will match your website style, so the preview you see here may look a little different to the finished form.

  12. You can continue to make changes to your form. Remember to click ‘Save’ to save changes as you go.
  13. When you’re ready to add the form to your website, click ‘Get Code Snippet’.


How to set up a Lead Form

A Lead Form is similar to an Enquiry Form, but includes treatment choices. When a Lead Form is completed it will appear as ‘Lead’ on your Dashboard.

  1. Go to the ‘Practice Settings’ icon (cog) in the navigation bar. Select ‘Integrations’.
  2. Click ‘+ Add New Form’ and choose Lead Form from the ‘Form Type’ options. Give your form a name, and click ‘Next’.

  3. You’ll see that the form already has suggested fields. You have the option to add, edit or remove.

  4. Toggle the button to the right to make the field a ‘Required’ field. Your leads will have to complete this to submit their form. You need at least one contact field and one treatment option, to create a useable form. (Some fields are required by DenGro, so you don’t have the option to disable them.)

  5. The Treatment field is a ‘Required’ field. Choose at least one treatment from the ‘Available Treatments’ options. Choosing more than one will create a drop down menu for your leads to click.

  6. There is the opportunity to include a ‘Message’ box. You can edit this box by clicking in the box and typing.

  7. We’ve also included Consent and Marketing Consent boxes. Edit the text by clicking inside the boxes.

  8. You can remove any fields by clicking on the ‘Bin’ icon on the right hand side. Remember, you’ll need at least one contact field and one treatment field to create a useable form.

  9. Additional fields can be added at the bottom under ‘Available Fields’. These are ordered in groups, for example: Lead Details and Consent Fields. Different groups will be available depending on what kind of form you are creating.

  10. Change the order of the form fields by holding down the ‘Drag’ icon (the four lines) to the left of the box and move the field to a different position.

  11. Click ‘Save’ to save the form.

  12. See what your form looks like by clicking ‘Preview Form’.

  13. It’s worth noting that your form will match your website style, so the preview you see here may look a little different to the finished form.

  14. You can continue to make changes to your form. Remember to click ‘Save’ to save changes as you go.
  15. When you’re ready to add the form to your website, click ‘Get Code Snippet’.


How to set up a Referral Form

Use a Referral Form to offer the opportunity for practices to refer a patient or lead to your practice. Once submitted these will appear as a ‘Referral’ in DenGro.

  1. Go to the ‘Practice Settings’ icon (cog) in the navigation bar. Select ‘Integrations’.

  2. Click ‘+ Add New Form’ and choose Referral Form from the ‘Form Type’ options. Give your form a name, and click ‘Next’.

  3. You’ll see that DenGro has already included a list of suggested fields for a referral. The more information a practice can provide, the better it is to assess the referral.

  4. Toggle the button to the right to make the field a ‘Required’ field. The referrer will have to complete this to submit their form.
  5. You can remove fields by clicking on the ‘Bin’ icon on the right hand side. You can add any deleted fields back by using the ‘Add’ button at the bottom of the page. You’ll also find additional fields here.

  6. We’ve also added a ‘Referral Consent’ box. Edit this by clicking in the box, and make a ‘Required Field’ by toggling the button to the right-hand side on. (Some fields are required by DenGro, so you don’t have the option to disable them.)

  7. Additional fields can be added at the bottom under ‘Available Fields’. These are ordered in groups, for example: Patient Details, Dentist Details and Consent Fields. Different groups will be available depending on what kind of form you are creating.
  8. Change the order of the form fields by holding down the ‘Drag’ icon (the four lines) to the left of the box and move the field to a different position.

  9. Click ‘Save’ to save the form.

  10. See what your form looks like by clicking ‘Preview Form’.

  11. It’s worth noting that your form will match your website style, so the preview you see here may look a little different to the finished form.

  12. You can continue to make changes to your form, and come back to it later if you need to. Remember to click ‘Save’ to save changes as you go.

  13. When you’re ready to add the form to your website, click ‘Get Code Snippet’.


How to customise a form

You can customise the form and each field by clicking on the Edit button on the right-hand side.

  1. Your ‘Affiliate’ box will be already be attributed to Group or Practice, depending on your DenGro settings. Change your Affiliate by selecting from one of the options in the dropdown menu.

  2. Add a ‘Success URL’. This is the page your lead will be taken to when they have submitted their form, for example a ‘Thank you’ page or you could use your practice Home Page.

  3. Add a ‘Return URL’. This is the page that your lead will be taken to if an error occurs with their form submission.

  4. Customise your ‘Submit Button Text’ by clicking in the box and typing.

  5. If you know your CSS, you have the option to change the appearance of your Submit Button here.


You can also customise your form fields, again use the arrow on the right-hand side of the form field box.

  1. If you’re familiar with CSS, here’s where you can change the CSS Class.

  2. If you’re familiar with CSS, here’s where you can change the Outer CSS Class.

  3. The Placeholder text is what will appear as an example inside the form box. To edit click in the box and type.


How to add a form to your website

There are two ways to add a DenGro Form to your website. We recommend using the first option (JavaScript). This option means that any changes you make to your form will automatically update, so you’ll only need to add the code snippet once. Should you use Option 2 (HTML), you’ll need to re-add your code to your website if you make any changes to your form.

Embed Option 1 (JavaScript)

  1. When you are happy with your form, click ‘Save’, then click ‘Get Code Snippet’.

  2. At the top is the JavaScript Embed Code.
  3. Copy the long part, from <script> to <script> and add this to the part of your website that renders (controls what it looks like).

  4. Then copy the short code: from <div to div> and add to the part of your website where you would like the form to load.

  5. Test the form is working by going to your website and trying it as if you were a prospective patient or referrer.


Embed Option 2 (HTML)

  1. When you are happy with your form, click ‘Save’, then click ‘Get Code Snippet’.

  2. At the top is the JavaScript Embed Code.
  3. Copy the long part, from <script> to <script> and add this to the part of your website code that renders (controls what it looks like).

  4. Then copy all of the HTML Embed Code and add to the part of your website code where you would like the form to load.

  5. Test your form, to check it’s working.

Need help? Contact support@dengro.com or just open a chat with a member of the team now using the icon in the bottom right hand corner of the screen.


Start converting more leads into patients today

Catch, nurture and convert leads to treatment the easy way.

Lead nurture and conversion advice by email?