1. Feature Overview
This article will help Administrators set up their workspace settings on FloStack. Workspace settings will let the administrator configure their company profile, add members, create routing forms, and integrate their CRM with FloStack.
2. Prerequisites
- You must be an Admin user on FloStack to configure workspace settings.
- To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.
3. Workspace Settings
To find your workspace settings, navigate to Settings>Workspace Settings.
4. Personalization
The Personalization section allows you to customize your company profile:
- General – Set up your company logo and name. To edit the domain, contact flostack@leadsquared.com
- Theme – Customize your brand colors and header theme for the booking page.
- Text – Configure the messages displayed to leads and customers during call scheduling, event registration, and on the Thank You Popup.
5. Members & Teams
Create members for your FloStack account; you can even assign them an administrator role. Once the members are set up, you can create different teams and assign specific members to each team.
6. Routing Forms
If your website has a lead capture form, you can enhance it by creating a Routing Form in FloStack and adding a script to your web page to route and map the details in FloStack. While setting up the Routing Form, enter the IDs of the lead fields from your existing lead capture form into the Routing Form. Assign a unique ID to the Routing Form as well. Once configured, you can embed the Routing Form script into the webpage containing your lead capture form –
- Add the below script to the tag in your site’s HTML markup:
<script type="text/javascript" src="https://assets-us11.flostack.io/js/flo.min.js"> </script> - Add the below code just before the closing
</body>tag in your site’s HTML markup. Depending on your CMS/Website builder, you can also add this to the footer section :<script type="text/javascript"> FloStack.route('#<your_form_id>'); </script>
7. Integrations
When you integrate your CRM with FloStack, data from FloStack can then be pushed to your CRM. In addition to updating lead data back in your CRM, automation can also be triggered within the CRM to send relevant information to leads like their unique microsite URL, appointment timings, reminders, etc.
Any Questions?
Did you find this article helpful? Please let us know in the comments section below if you have feedback or questions. We’d love to hear from you and help you out!
