Web Leads Form is a public-facing web application that allows your potential customers to submit information you define that then creates a lead in Enterprise. You can then review the lead and work the lead from within Enterprise. See Account Leads for more details.
To configure a web lead form:
- Click the Web Lead Forms Configuration link from the Main Menu. The Web Lead Forms Configuration page opens.
- Click the Add button. The Add Web Lead Form Configuration window opens.
- Enter the necessary information:
- Description - Name for the web lead configuration.
- Web Lead Form User - User assigned as the Entered By and Updated By user when the form is submitted to Enterprise. You can filter the Account Leads page by this user to see which leads came in through the online form.
- Web Theme - Theme for the web lead form pages.
- Content Builder Layout - Controls the options available, the order of the web pages and what displays on those web pages. See Web Lead Forms Content Builder for more information.
- Account Rep 1/Account Rep 2/Account Rep 3 - Selected account rep(s) is assigned to the lead in the system.
- Default Event Sales Status - Status assigned to the lead in Event Sales.
- Default Payables Status - Status assigned to the lead in Payables.
- Default Registration Status - Status assigned to the lead in Registration.
- Default Tour Sales Status - Status assigned to the lead in Tour Sales.
- Default Membership Status - Status assigned to the lead in Membership.
- Default Personnel Status - Status assigned to the lead in Personnel.
- Default Receivables Status - Status assigned to the lead in Receivables.
- Default Speaker Status - Status assigned to the lead in Speakers.
- Default Visitor Inquiry Status - Status assigned to the lead in Visitor Inquiry.
- Select the Preference Types tab if you added the Preferences Component in the Web Lead Forms Content Builder. If you did not add the Preferences Component, skip to step 9. To learn more about preference types, see Manage Communication & Data Storage Preferences.
- Click the Add button. The Add WLF Preference Types window opens.
- Select preference type you want available for the web lead form from the Preference Type drop-down.
- Check the Mandatory check box to make the preference type required online.
- Check the Active check box to make the preference type available on the online web page.
- Use the Languages tab to configure multiple languages for your web lead form. See Web Lead Forms in Multiple Languages for more information.
- Click OK.
You can then access the URL for the web lead form and use that in your website to capture potential business.
- Click the Web Lead Forms Configuration link from the Main Menu. The Web Lead Forms Configuration window opens.
- Select the web lead form configuration you want to use.
- Right-click and select Copy Shortcut. You receive a message that the shortcut is copied to your clipboard.
- Click OK. You can now paste the URL where you need it.
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