Customer Opportunity Web Forms

Customer opportunity web forms (COWF) is a public-facing web application that allows your potential customers to create an account and opportunity that gets automatically created within Enterprise. You can also configure the form to include your desired account and user defined fields (UDFs) so you can capture the information you need for the account and opportunity.

Add a Customer Opportunity Web Form Configuration

1. Click the Customer Opportunity Web Form link from the Main Menu. The Customer Opportunity Web Form Configuration page opens.
2. Click the Add button. The Add Customer Opportunity Web Form Configuration window opens.
3. Enter the name of the customer opportunity web form into the Description field.
4. Expand the New Account Settings section.
5. Enter the necessary information:
   • When a new account is added - Desired behavior when adding new accounts:
     • Add an Individual Account - A new account is added as an individual account in the system.
     • Add both an Individual Account and an Organization - A new organization account is created along with a new individual account in the system.
   • Account Designation(s) - Account designation(s) (Event Sales, Registration, etc.) assigned to the new account. Typically, Event Sales is selected since the added accounts are usually potential sales accounts.
   • Account Type - Account type to assign to the new account.
   • A/R Control - A/R control to assign to the new account. 
   • Activity Type - Activity type for the activity created on the new account.
   • Default Account Rep - Account rep assigned to the new account.
6. Expand the Appearance section.
7. Select the webskin for the public-facing web page from the Webskin drop-down. The webskin controls the colors and images that display on the web page.
8. Expand the Form Fields section. This is where you configure the fields your potential customer completes.
9. Click the Manage Form Fields button. The Select Customer Opportunity Web Form Fields window opens.
10. Move the fields you want available from the Available section to the Selected section. To move fields you can:
    • Use the green plus (+) sign next to the field to move each field individually.
    • Select a field and use the single right arrow button to move the selected field.
    • Select multiple fields using Ctrl+Click or Shift+Click and use the single right arrow to move the selected fields.
    • Use the double right arrow to move all the fields displayed in the Available section to the Selected section.
11. Check the Required check box for any field in the Selected section to require the field before your potential customer can submit the customer opportunity web form.
12. Select a field and use the up and down arrows to change the order of the fields in the Selected section.
13. Click the Save button when complete. You return to the Edit Customer Opportunity Web Form Configuration window.
14. Expand the More Settings section.
15. Select the necessary information:
    • Send Email Confirmation - If checked, an email confirmation is sent to the email address entered by the potential customer when the form is submitted.
      • Email Template - Email template to use for the email confirmation. Only email templates with All Accounts selected as the email template subject are available for selection.
      • BCC - Internal users to receive a copy of the email confirmation.
    • Enable Captcha - If checked, Captcha is used to confirm the submission is from a real person and not an automated computer program.
    • COWF User - User to assign to the accounts created by the customer opportunity web form configuration. Often WEBUSER or PUBLICUSER are used as the public-facing application user.
16. Expand the File Upload section.
17. Check the Allow File Upload check box if the potential customer can add documents to the submission form. The following additional fields become available:
    • Heading - Heading assigned to the document when it is saved in Ungerboeck.
    • Instructional Text - Text for your potential customer to view on the web form.
    • Upload Description - Text to display next to the Add on the upload button. For example, Add RFP. If left blank, Add File defaults on the upload button.
    • Number of Files - Maximum number of files your potential customer can upload.  
    • Document Category - Document category to assign to the document. The document category controls the available document types for upload and the maximum document size for upload.
    • Document Types - Document types allowed for upload. For example, Microsoft Word or PDF files. The available options are controlled by the documents types configured for the selected document category.
    • Document Sensitivity - Document sensitivity to assign to the document.
    • Tooltip - Text to display above the Add button for the upload.
    • Required - If checked, your potential customer is not able to submit the web form until a document is uploaded.
18. Expand the Opportunity Types section. This allows you to configure additional fields for your potential customer to complete online. 
19. Click the Add button. The Add Opportunity Type window opens.
20. Select one or more opportunity types from the Type drop-down.
21. Click OK. You return to the Add Customer Opportunity Web Form Configuration window.
22. If you only want to bring part of the user defined fields within an opportunity type online:
    • Select the opportunity type.
    • Right-click to select Customize. The Select Opportunity Type Items window opens.
    • Move the fields you want available from the Available section to the Selected section. To move fields you can:
      • Use the green plus (+) sign next to the field to move each field individually.
      • Select a field and use the single right arrow button to move the selected field.
      • Select multiple fields using Ctrl+Click or Shift+Click and use the single right arrow to move the selected fields.
      • Use the double right arrow to move all the fields displayed in the Available section to the Selected section.
    • Check the Required check box for any field in the Selected section to require the field before your potential customer can submit the customer opportunity web form.
    • Select a field and use the up and down arrows to change the order of the fields in the Selected section.
    • Click the Save button when complete. You return to the Edit Customer Opportunity Web Form Configuration window.
23. Expand the Contact Form Setup section.
24. Enter the necessary information:
    • Custom Field Designation - Designation that contains the custom fields/user defined fields (UDFs) your potential customer completes. 
    • Affiliations - Affiliations assigned to the account when it is added in the system.
25. Expand the Products and Services section.
26. Click the Select button to select the products and services available to your potential customers. These display as check boxes so your potential customers can check the products and services which apply to them. The Select Account Products and Services window opens.
27. Select the products and services available to your potential customers. Use Ctrl+Click or Shift+Click to select multiple products and services.
28. Click the Select button. You return to the Edit Customer Opportunity Web Form Configuration window.
29. Expand the Logo Image Settings section.
30. Enter the necessary information:
    • Allow GIF - If checked, GIF files are allowed for upload.
    • Allow PNG - If checked, PNG files are allowed for upload.
    • Allow JPEG - If checked, JPEG files are allowed for upload.
    • Maximum Image Size - Maximum image size, in bytes, for a logo.
    • Maximum Image Height - Maximum allowed height, in pixels, for a logo.
    • Maximum Image Width - Maximum allowed width, in pixels, for a logo.
31. Expand the Preference Types section. See Manage Communication & Data Storage Preferences for more information.
32. Click the Add button. The Add COWF Preference Type window opens.
33. Enter the necessary information:
    • Preference Type – Preference Type you want available for the Customer Opportunity Web Form.
    • Mandatory – If checked, consent for the Preference Type is required. 
    • Active – If checked, the Preference Type is available on the online web page.
34. Click OK. You return to the Edit Customer Opportunity Web Form Configuration window.
35. Click OK. 

Edit a Customer Opportunity Web Form Configuration

You can change the settings for a customer opportunity web form configuration after you have already created it. When you change the settings of a customer opportunity web form configuration, the changes are applied immediately to the customer opportunity web form. If you don't want to update the existing customer opportunity web form configuration, then you must add a new customer opportunity web form configuration using the steps in Add a Customer Opportunity Web Form Configuration.

1. Click the Customer Opportunity Web Form link from the Main Menu. The Customer Opportunity Web Form Configuration page opens.
2. Right-click on the configuration you want to change.
3. Select Edit. The Edit Customer Opportunity Web Form Configuration window opens.
4. Edit the necessary information.
5. Click OK. 

Delete a Customer Opportunity Web Form Configuration

If you no longer use a customer opportunity web form configuration and don't want to keep a record of it, you can delete it. When you delete a customer opportunity web form configuration, it is no longer available for use. You cannot undo the delete process.

1. Click the Customer Opportunity Web Form link from the Main Menu. The Customer Opportunity Web Form Configuration page opens.
2. Right-click on the configuration you want to delete.
3. Select Mark for Delete.
4. Click Save.