How to use Web to Ticket Webforms

With Web to Ticket, you can build a webform to place on your website and have your visitors submit their information.

In this Article

How do they work?

Web to Ticket forms generate an HTML form to collect information from your website visitors and automatically create Tickets in Insightly Service containing the information they submitted on the form.

During setup, users will create HTML code, copy it, then paste it onto their web page. When a visitor submits the form, Insightly will create a Ticket with the data they have entered.

The following fields are required on all Web to Ticket forms:

  • Email Address
  • Subject
  • Description

How to create a webform

  1. Go to System Settings >Web to Ticket.
  2. Check the Enable “Web to Ticket” checkbox.
  3. Scroll up and click the Create HTML for your website link to open the form builder window. As you make your selections, Insightly will create basic HTML code for you.
  4. Select the fields for your HTML form from the dropdown list. 
  5. Drag the handle icon to the left of the field names to reorder them.
  6. Copy the HTML code and paste it on your website. You can customize the generated HTML code to your liking. For example, you can make a field required.
  7. Close the form builder window by clicking the X in the top right. Your changes will be saved.
  8. From the Form Submission Behaviorsection, select a page to direct your visitors to after they submit their information on your site.
    1. You can enter your own custom Web page or choose the default Insightly thank you page. (The Insightly page cannot be customized.)
  9. To prevent SPAM from coming through your webforms, you can add Google's reCAPTCHA to your page. To do this, register your website at the reCAPTCHA site.
  10. After registering for reCAPTCHA, you'll receive a public key and secret key. Paste those values into the fields at the bottom of the page in Insightly.
  11. Click Save at the bottom of the page.

Hiding fields

If needed, you can create multiple webforms with different fields for visitors to enter. To do this, you will need to directly edit the HTML generated to hide those fields.

  1. Go to System Settings >Web to Ticket.
  2. Click Create HTML For Your Website to open the form builder window.
  3. Before you copy the HTML code to paste on your website, you will need to go through each line of code and find the field you want to make hidden.
  4. Once you have found the field, you will replace the field's original code to appear like this:
    <input type=“hidden” id=“insightly_firstName” name=“First Name” type="text" />
    In the example above, we are making the First Name field hidden.
  5. Once you have finished editing, you can copy and paste this code onto your website.
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