Guide to Setting Up Your Own Domain in Bitrix24 CRM Forms

Published: 22 July 2023
on channel: EMCsoft
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Introduction:

Before delving into the details, it's crucial to understand the benefits of
setting up your own domain for CRM forms in Bitrix24.
This feature allows you to customize the URL of your form,
providing a more professional look and making it easier for
your clients to recognize your brand. This step-by-step
guide will walk you through this process.

Creating a Custom Domain

Start by purchasing a domain from a registrar of your choice.
This is the URL your clients will see when they visit your CRM forms.
Make sure the domain represents your business appropriately.

Setting Up Your Domain in Bitrix24

After securing your domain:
1. Log into your Bitrix24 account.
2. Go to [your bitrix24 domain]/crm/webform/
3. Find CRM Form with lowest ID
4. Click on "Edit" in that from
5. Then got to “Form Features”
6. And then navigate to "Domain Settings".
Here, you'll be able to add your new domain.

Verifying Your Domain

For security reasons, Bitrix24 requires you to verify
ownership of your domain. Once you've added the new domain,
Bitrix24 will provide you with a TXT record to add to your domain
settings in your domain registrar's dashboard. This process might
take up to 48 hours to complete.

Testing Your Domain

After you've associated your domain with your desired form, it's time to test it.
Access the URL that you've configured in your domain settings.
You should see your CRM form displayed on this webpage.
If any issues arise, revisit the previous steps to ensure everything
has been set up correctly.

Timestamps:
0:00:01 - "Introduction and Objective" - Introduction to the video, the speaker, and the purpose of setting up a domain for CRM forms.

0:00:13 - "Course and Participation" - An invitation to join the Bitrix24 Administration course with details on how to enroll.

0:00:45 - "Uncovering the Issue" - Discussion about the struggles faced when trying to change the domain and discovering that the option doesn't exist.

0:00:49 - "Guidance from Bitrix Partner Support" - Explanation of the guidance received from Bitrix partner support about how to navigate the problem.

0:01:04 - "Domain Configuration" - Walkthrough of the steps to set up your own domain and save the configuration.

0:01:30: - Engaging the System Admin" - Communication with system admin about recording the name record and the expected wait time for domain activation.

0:01:54 - "Lessons and Wrap-Up" - Recap of the lessons learned, common mistakes to avoid, and closing remarks, including encouraging viewers to like, comment, and join the administration course.


#bitrix24tutorial #customdomain #Bitrix24CRMForms


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