Browse Guides

Embedding A Form Onto Your Website
Reading mode
Copy Link
Link Copied!
Print
Feedback
This guide has multiple versions available:
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p>Using the web-widget feature on HaloCRM to your website.&nbsp;</p>
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style> p { margin: 0; font-family: Poppins, sans-serif, Roboto; } span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px; } blockquote blockquote { border-color: #00bcd4; color: #00bcd4; } blockquote blockquote blockquote { border-color: #43a047; color: #43a047; } table.grid { border-collapse: collapse; } table.grid td, table.grid th { border: 1px solid #ddd; } .fr-fic.fr-dib { display: block; margin: 5px auto; } .fr-fic.fr-dib.fr-fir { text-align: right; margin: 5px 0 5px auto; } .fr-fic.fr-dib.fr-fil { text-align: left; margin: 5px auto 5px 0; } .fr-fic.fr-dii { float: none; margin: 5px auto; } .fr-fic.fr-dii.fr-fil { float: left; margin: 5px auto; } .fr-fic.fr-dii.fr-fir { float: right; margin: 5px auto; } img.fr-dib.fr-fir { margin-right: 0; text-align: right; } img.fr-dib.fr-fil { margin-left: 0; text-align: left; } img.fr-dib { margin: 5px auto; display: block; float: none; } img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC; } img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc; } img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box; } </style><p>The web widget functionality can be used to embed any HaloCRM form onto your website.&nbsp;</p><p><br></p><p>If you&#39;re wanting to do this, simply head to the <strong><em>Configuration &gt; Channels &gt; Web Widget</em></strong>.</p><p><br></p><p>From here, you&#39;ll be presented with a pre-written block of code as seen below:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhlZmVhOTdhLTY2NmQtNDJlYS1iMWYzLWViZTE2MmRhZjE1NiJ9.Y5ioOMtjwhCFpSUZthFYvNudTbzsy-pByi20op4qWtI" class="fr-fic fr-dib" width="644" height="599"></p><p><br></p><p><br></p><p>You can copy this to your clipboard ready to send to the relevant colleague who can help with the embedding.</p><p><br></p><p>You will need to add your domain to the &#39;Global CORS whitelist&#39;. For example: &#39;halocrm.io&#39;</p><p><br></p><p><br></p><p>As noted in the image, depending on the form you&#39;d like to embed, you&#39;ll need to specify the ticketTypeId and ticketTypeKey that you&#39;d like to embed.</p><p><br></p><p>To find this information, head back to the <strong><em>Configuration &gt; Processes &gt; Forms &gt; Ticket Types</em></strong> and select the form you&#39;d like to have embedded.&nbsp;</p><p><br></p><p>As an example, I have chosen the &#39;General Enquiry&#39; form.&nbsp;</p><p>Scroll down on the &#39;details&#39; tab to &#39;Anonymous Access and Embeddable&#39; and here you will again be presented with the web widget seen earlier, however this time the information has been specified for the ticketTypeId and ticketTypeKey.&nbsp;</p><p><br></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJjM2EwNDlkLWNhNjItNGY2Yi05NTVjLWQ5OWM2MGJiYjJiZCJ9.4p0M__slI9ooCsydC8rAh2lNWXdHH4mWK0LYqMpAM5M" class="fr-fic fr-dib" width="709" style="width: 709px; height: 552.426px;" height="552.426"></p><p><br></p><p><br></p><p><br></p><p>If you give this information in whole to your web developer (or website administrator), they can use this to then embed the form into the website.&nbsp;</p><p><br></p><p>Once embedded, it will show on your website as below:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI3NGQyYzRkLWFhYWItNDkwMi05NTU4LWE3ZGEyODg0MTM3YiJ9.-phrbZV8HREnVglceUxgqaYH0nyGQJxWdf1Ry61sAsM" class="fr-fic fr-dib" width="874" style="width: 874px; height: 493.324px;" height="493.324"></p><p><br></p><p><br></p><p><br></p><p><br></p><p>The ticket then automatically flows into Halo with a source of &#39;web&#39; - so that you know they have used the web widget to contact you.&nbsp;</p><p><br></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI0OTdkMWFjLTg0ODMtNGZhNS1hMWI5LTY0MmExZDdjYmI0MCJ9.8_NGHT-Kx_yOICnGTM7son2-P87BkjL11cXg1QU8L5U" class="fr-fic fr-dib" width="757" style="width: 757px; height: 386.718px;" height="386.718"></p><p><br></p><p><br></p>
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.