CRM 7-8

Web Form Integration – Part 2 of 3 in CRM Training

Part 2 of 3 in our How to Integrate Your Website with OnContact training series

Welcome to OnContact CRM training. In this video we will learn how to use the OnContact web form to gather lead data from your website. This is the second of a three-part series on integrating your website with OnContact. The previous video covered tracking website visits and the one after this will cover lead scoring.

Web form integration uses web forms generated in OnContact that you place on your website to gather personal information from your site visitors. This functionality allows you to gather lead data from the form into OnContact. When a visitor fills out the form on your site and submits it, a new lead record is automatically created within CRM. Once you get their data into OnContact, you can start tracking your leads and website visitors by name. Let’s look at how to generate these forms on OnContact.

1. Go to setup campaign webform.
2. Search for and open the lead form. This is a pre-configured form which as many required defaults already set.
3. First give your lead form a name if you wish to change it from the default.
4. Next the confirmation page field can be used to link a confirmation page from your site, such as a thank you for contacting us page.
5. From here pick the columns such as name, email, phone and so on that you would like to appear on the lead form.
6. Choose fields from the lead menu on the left. This feature supports visible and hidden fields, required fields and entity lists, which are dropdowns for states or countries.
7. Use the move up, move down buttons to arrange the fields as desired. From here it is recommended to keep the other defaults as they are.
8. Once you have the form to your liking, save it or you save as if you would like to keep the original form and then generate the form code.
9. To do this, click the green more button, then click generate to open the form generation tab.
10. Click the generate button on that tab.
11. Copy the code to your clipboard and paste it into the body of the website page you want your lead form to be on. Your webmaster can help with this if needed.

Once a user fills out and submits the form, a lead record and oncontact is automatically created or updated with the personal information provided. Going forward you can now track this visitor by name. All past present and future visit information is related, so if this user had visited your site in the past you will see that in their browsing history.

To access the lead information in CRM:

1. Go to marketing, new search, lead.
2. Click the search button to see a list of all your leads.

OnContact keeps these leads in the leads table separate from CRM contacts. This is done to protect your database so you don’t dilute it with bad leads like web spam from your contact forms.  After qualification leads may be promoted into OnContact with the status of lead or bad leads may simply be removed from CRM.

This concludes our video on tracking website visits. Please play the next video in this series called lead scoring, where we will learn how OnContact can help automate your league qualification process. Thank you for your attention feel free to contact us with questions or suggestions.