Form
Create a PagerTree hosted form using our Form Integration. Great for allowing customers to enter alerts on a public page.
1 minute
How It Works
When a form is submitted, an alert is created in PagerTree automatically.
Integration Walkthrough
In this integration tutorial we will show you how to create a form integration in PagerTree. The estimated time for this integration is 1 minute. We assume that you already have a PagerTree account setup.
In PagerTree
Create the integration by clicking the Form logo.
Configure options for your form (see form options section below).
Copy the CNAME URL.
You have successfully completed the Form Integration. You can now test the integration.
Test the Integration
To view the form, you must be logged out of PagerTree. An easy method is to use an Incognito Window in Chrome or Firefox.
In Chrome or Firefox, paste the CNAME URL in the location bar and click Enter. (Please note: the first rendering of this page might be slow, this is because PagerTree is self signing certificates to make this a secure connection. Subsequent renders will be faster).
In the form, enter the details requested.
Click Submit.
If everything was configured correctly, you should now see a new alert in PagerTree.
Form Options
The form integration has the ability to require (or not require) specific fields. Below is the list of options described in detail.
1
Form Title
The HTML title attribute. This is what is displayed in the top of a users browser tab. Also used for names of bookmarks
2
Form Header
The H1 title of the form. This is the bold text at the top of the form
3
Form Instructions
The instructions for the form. This is the text below the header
4
Footer Text
The text displayed at the bottom of the form. Can be used in combination with Footer Link. (ex: “mycompany.com”)
5
Footer Link
A url that the Footer Text links to (ex: “https://mycompany.com”). Footer Text is required for this option to work
Email Required
Should the submitters email be required?
Phone Required
Should the submitters phone be required?
Description Required
Should the description of the alert be required?
Urgency Required
Should the urgency be required? (If the urgency is not required it will be hidden)
6
CNAMES
Configure a CNAME
You can configure a CNAME for your form so it can be hosted under your own domain (https://support.example.com).
Please create the CNAME in your DNS first. Self signed certificates depend on the CNAME existing before its configured in PagerTree.
In your DNS provider
Create a CNAME record of your choice pointing to forms.pagertree.com (ex: support.example.com -> forms.pagertree.com). Consult your DNS provider’s documentation for specific instructions on creating CNAME records.
CNAME
support
forms.pagertree.com
In PagerTree
Navigate to the edit integration page.
In the CNAMEs section, add your CNAME (ex: support.example.com)
Click Update.
From the integration page, copy the CNAME URL.
Paste the URL in the location bar of a browser you are not signed into (ex: you can use incognito mode).
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