Building a Form 📝
You can set up a DenGro form to embed in your practice website, so leads, enquiries, and referrals are directed straight into your Today page.
A DenGro form connects directly to your practice website. When potential patients fill out their details—such as name, contact information, and treatments they’re interested in—that data securely flows straight into DenGro and appears on your dashboard.
DenGro offers three types of contact forms:
Enquiry 📩
Lead 🚀
Referral 🔗
Getting Started ✅
To create and manage forms, you need:
An Integrator or Manager role in DenGro
Some basic knowledge of HTML and CSS
💡 Tip: We recommend that embedding and styling the form be done by your web developer or agency for best results.
How to Set Up a Lead Form 🚀
A Lead Form is similar to an enquiry form but must include the treatment(s) the lead is interested in. Submitted Lead Forms appear as Leads on your dashboard.
Steps:
Click the Practice Settings icon (cog) in the navigation bar.
Select Practice Integrations.
Click + Add New Form, then choose Lead Form from the Form Type options.
Give your form a name, then click Next.
The form will already have suggested fields that you can add, edit, or remove.
Toggle the button on the right to make fields Required. Leads must complete these to submit the form.
To create a viable form, you need at least:
One contact method (email or phone) 📧📞
One treatment option 🦷
⚠️ Note: Some fields are mandatory and cannot be disabled. The Treatment field is always required.
Select at least one treatment from the Available Treatments list. Choosing multiple creates a drop-down menu for leads.
You can add a Message box—click inside to edit the text.
Consent boxes are included and editable—click inside to change the text.
Remove unwanted fields using the Bin icon on the right.
Additional fields can be added from Available Fields at the bottom, grouped (e.g., Lead Details, Consent Fields).
Reorder fields by dragging the Drag icon (four lines) left of each field.
Click Save to save your form.
Preview the form by clicking Preview Form.
💡 Tip: Your form will match your website’s style, so the preview may look slightly different on the live site.
Make any further changes and remember to Save.
When ready, click Get Code Snippet to get the code for your website developer or agency.
Changes made to the form later will automatically update the live version.
How to Set Up an Enquiry Form 📩
Use an Enquiry Form to connect to your Contact Us page so general enquiries come straight into DenGro as Enquiries on your dashboard.
The setup is the same as for a Lead Form, except you don’t need to set a treatment field.
How to Set Up a Referral Form 🔗
A Referral Form allows other practices to refer patients or leads to your practice. Submitted forms appear as Referrals in DenGro.
Steps:
Go to Practice Settings (cog) > Integrations.
Click + Add New Form, then select Referral Form.
Name your form, then click Next.
DenGro pre-loads suggested fields for referrals. The more info a practice provides, the easier it is to assess the referral.
Toggle fields to be Required as needed. The referrer must complete required fields to submit.
Remove fields with the Bin icon. Add any deleted or new fields from Available Fields at the bottom (grouped by Patient Details, Dentist Details, Consent Fields, etc.).
Edit the Referral Consent box by clicking inside and toggle it Required.
Reorder fields by dragging the Drag icon.
Click Save.
Preview the form with Preview Form.
💡 Tip: Form appearance will match your website style, so the preview might differ slightly from the live form.
You can return and edit your form at any time—just remember to save your changes.
When ready, click Get Code Snippet to embed the form on your website.
Advanced Options to Customise Your Form ⚙️
Click Advanced at the bottom of your form to access these options:
Change your Affiliate attribution (Group or Practice), based on your DenGro settings.
Add a Success URL — the page leads see after submitting (e.g., a Thank You page).
Add a Return URL — the page leads see if submission errors occur.
Customise the Submit Button Text by typing in the box.
Add additional CSS styling if desired.
How to Add a Form to Your Website 🌐
Once your form is built, you will have a snippet of JavaScript code to embed on your website. This code automatically updates the live form whenever you make changes, so you only need to add it once.
To embed:
Click Save, then Get Code Snippet.
Copy the JavaScript embed code (from
<script>to</script>) and add it to the part of your website that controls page rendering.Copy the shortcode (from
<div>to</div>) and add it where you want the form to appear on your website.Test the form on your website by submitting a test enquiry, lead, or referral.
⚠️ Test submissions should appear on your Today page (if you have an integrator role; otherwise, the practice will need to check on your behalf).
The snippet includes a data capture library that tracks where leads came from via UTM parameters, passing this data into DenGro.
Need Help? 🤝
If you need assistance, contact support@dengro.com or open a chat with a member of the practice support team using the pink icon in the bottom right-hand corner of your screen.
You should now see the test lead appearing on your Today page (if you have an integrator role, the practice will need to check this on your behalf).
The snippet of code includes our data capture library which tracks attribution (where the lead came from). As long as the page that the form is placed on includes UTM parameters which are set correctly, this library will extract them from the URL and pass them through to DenGro.
Need help? Contact support@dengro.com or just open a chat with a member of the practice support team using the pink icon in the bottom right-hand corner of the screen.