Enquiry Forms

To set up a form on your website, you will use the Free Form widget already in the Small Business Digital template, which you can customise.

A couple of things you need to do first is to set up your Email Transport under Options Emails Transport with either your Google user account or set up a professional one with SendGrid (best for e-commerce). 

How to setup your Business with a Google Business user account using your business email address;

  • Go to the Google My Business website at https://www.google.com/business/ and click the "Manage Now" button.
  • Sign in to your Google Business account or create a new one if you don't already have one.
  • Once you are signed in, you will be asked to enter your business name.
  • Next, you will be asked to choose the category that best describes your business.
  • Enter your business address and choose whether you want your business location to appear on Google Maps.
  • If you don't have a physical business location, you can choose to hide your address and only show the service area.
  • Provide your business contact details, including phone number and website address.
  • Verify your business by phone, email, or postcard. Google will send you a verification code by your chosen method.

Once you have verified your business, you can start managing your Google Business profile. This includes adding photos, creating posts, responding to customer reviews, and more.

That's it! You now have a Google Business profile that will help potential customers find you online. Good luck!

So, now you can use this profile for setting up your other Google digital accounts, such as Google Business Page, Google Analytics, YouTube, and Google Workspace if you want.

How to set up Emails Transport with Google business email - simple option

First, you are going to need to create an App Password in your Google Business user account.

Here is a step-by-step guide on how to set up an App Password in a Google user account:

  • Log in to your Google account and go to the Security page.
  • Under the "Signing in to Google" section, click on "App Passwords." (You must have two-factor authentication enabled on your Google account before you can generate App Passwords)
  • If requested, enter your Google account password to verify your identity.
  • Click on the "Select app" and select "Other (Give it a Custom name, i.e. your website domain)" from the dropdown menu.
  • Click on the "Select device" dropdown menu, select "Other (Give it a Custom name, i.e. website)" from the dropdown menu
  • Click on "Generate" to create a new App Password.
  • Copy the generated App Password and use it to update the Email Transport options on your website.

Tip: When using the From email address in your Freeforms, make sure you use the same Google Business user email address for both Emails Transport and From.

How to set up Emails Transport with Sendgrid - advanced

Create or log in to your SendGrid account, then under settings, and enable two-factor authentication - believe me, plenty of hackers hijack your email address and send bulk emails through it, tarnishing your domain and brand.

Here's a step-by-step guide on how to set up a SendGrid account, set up two-factor authentication, verify Sender Authentication, and create an API key:

How to set up a SendGrid account:

Step 1: Go to the SendGrid website (https://sendgrid.com/) and click on the "Sign Up" button.

Step 2: Enter your email address and create a password.

Step 3: Select a plan that fits your needs or try the free plan.

Step 4: Fill out your account and billing information.

Step 5: Verify your email address.

Step 6: You're all set! You can now start using SendGrid.

How to set up two-factor authentication:

Step 1: Login to your SendGrid account.

Step 2: Click on your username in the top-right corner of the page.

Step 3: Select "Security" from the dropdown menu.

Step 4: Click on the "Two-Factor Authentication" tab.

Step 5: Click on the "Enable" button.

Step 6: Follow the on-screen instructions to set up two-factor authentication.

How to verify Sender Authentication:

Step 1: Login to your SendGrid account.

Step 2: Click on the "Settings" tab.

Step 3: Click on the "Sender Authentication" tab.

Step 4: Follow the instructions to verify your domain.

Step 5: Once verified, you can start sending emails using your domain.

How to create an API key:

Step 1: Login to your SendGrid account.

Step 2: Click on your username in the top-right corner of the page.

Step 3: Select "API Keys" from the dropdown menu.

Step 4: Click on the "Create API Key" button.

Step 5: Choose the permissions you want to grant to the API key.

Step 6: Click on the "Create & View" button.

Step 7: Copy the API key and save it somewhere secure.

Step 8: Now add the API key to your Emails Transport on your Website under the Options dropdown.

Tip: When using the From email address in your Freeforms, use email handles with the same domain name set up for both Emails Transport and From.

For further assistance, you can refer to the SendGrid documentation (https://sendgrid.com/docs/) or contact their support team.

Having your Emails Transport set up correctly means that you don't need another auto-responder service to send a confirmation email to the person who made the enquiry, and you won't miss any critical leads coming from your website or Messenger Chatbot.