Oversee makes it easy to create a Wholesale Interest Form to embed on your website. This form integrates seamlessly with our platform, automatically creating a Prospect for each submission. You can also set responses to be sent to specific emails if you prefer to handle submissions directly.
Creating your Wholesale Interest Form
To create your form, first head over to the Wholesale Interest Form page by clicking "More" in the left navigation sidebar and then clicking the "Wholesale Interest Form" link.
You will be presented with the form editor, which has a few important tools to help create your interest form quickly.
The interest form sidebar, where you can customize and configure your form.
The fields section, where can you toggle fields to include in your form.
You can preview for desktop and mobile devices.
Use the "Save" button to save your form, and then click "Export embed code" to get the code necessary to add your form to your website.
Customizing your form
The interest form sidebar (1) is where you get to configure your form to fit your needs. The sidebar is split into three sections, which I'll cover in more detail.
General
In the "General" section you can select which emails are notified of new submissions. We also create a Prospect in Oversee when the form is submitted, and you can choose the user that is assigned that Prospect.
Fields
In the "Fields" section (2), you can toggle fields to include in the form. You are also able to choose which fields are required.
The "Full Name", "Email", and "Business Name" fields are always required. This ensures that we have enough information to create a Prospect. You can choose to include the other fields
Styling
Beneath the "Fields" section, you will find the "Styling" section. You can choose the font and colors used to ensure the form fits in with your brand's style.
Embedding your form
To export your form, click the "Export embed code" button and copy the code we provide. To read more about embedding your form on various platforms like Shopify, please read How to embed your Wholesale Interest Form.
If you still have any questions, please reach out and we will be happy to help!