Optimize the potential of your website as a sales tool by creating a custom Web To Lead form to encourage people to inquire online and turn valuable information into an instant lead.
Web to Lead allows you to use pre-existing pages on your company's website, to capture contact and profile information from users and automatically generate new leads in Operate, enabling you to respond in real-time to customer requests.
Use the Web to Lead feature to generate HTML code and pass it to your webmaster to drop into your existing website page.
Follow the steps below to generate the HTML:
To get started go to Settings > General > Customize > Leads > Web to Lead.
Click New if this is your first web to lead record.
Fill in some general details for your new Web to Lead :
- Give your Web to Lead a Name
- If the lead is not assigned to an owner with Auto Assignment, the Default Field Creator is the user who will be assigned as the Owner of the new lead
- Check the Enable box to turn on your Web to Lead
- Enter the Default Return URL - the web page that you want the enquirer to be sent to once they have submitted on their enquiry
- Select the Record Type: Choose a Record Type that the Lead will be created as
- Select Fields: Choose the fields that you want to include on the enquiry form, using the left and right arrows, then reorder as required using the up and down arrows
Click on the Generate HTML button to create the code, it will appear in the HTML Body area below.
NOTE: If you change the fields you will need to update the HTML
Save your Web to Lead, then click on Back to the list to return to your list.
Before you send the HTML to your webmaster, try it out to make sure you are happy with it.
Click on the Web to the Lead Name you have just created to go back into the Web to Lead:
Click Actions > Edit, then click the Try It button, underneath the HTML Body.
This opens an un-styled form in a new browser tab:
Fill in the fields and click Submit to send the test lead to Operate.
The browser should now go to the web page you have specified in the Default Return URL:
Once you are happy with the basic form, send the HTML to your webmaster to drop into your website and style. Here are some helpful tips for your webmaster on styling the form:
The form HTML code that Operate generates does not contain a Captcha feature. However, you can select a Captcha tool you want to use, then embled it within the form's HTML body. This ensures that visitors submit the Captcha before submitting the form.
Web to Lead HTML Help
Operate will generate raw HTML for your Web to Lead form to drop into your website. Pass this html to your webmaster.
Your webmaster will need to style the form. (If you need help with elements on your web to lead form we recommend taking a look at: http://www.w3.org)
There are a few field types and actions that you need to be aware of: On your Web to Lead you might want to:
- pass hidden fields
- allow multiple options to be selected on HTML select lists
- automatically assign a location (for example) as default but not show the location field on screen
- <input type="hidden" ......
- <select multiple ........ - The user will need to hold down the <Ctrl> key (Cmd key on a Mac keyboard) while selecting multiple items in the select list so you will need to add this instruction as text
- <select .... > <option selected value=|"my location">My Location</option></select>
Click here to see an example of HTML.
Date Fields - Dates must be passed to Operate as dd/mm/yyyy. You can choose to put a validator on the web page or make sure you convert the date before sending.
Pre Completing Fields - if you want a web to lead field to be pre completed you can use the HTML code value="xxxx" with xxxx representing the value you would like to populate the field with.
Hiding a field - if you would like to hide a field in the web to lead formyour web developer may be able to do this via updating the CSS or alternatively you can hide the section of the form by using a hidden attribute. Simply past <p hidden> at the start of the form and then </p> at the end.
Making fields mandatory - You can make submissions to certain fields mandatory by adding a required tag to the input.
e.g if you wanted to make the company name mandatory, you could do so by updating the filed as per below -
- Without "required tag" -
<label for="LeadName">Company</label><input id="LeadName" name="LeadName" type="text"/>
- With "required tag" -
<label for="LeadName">Company</label><input id="LeadName" name="LeadName" type="text" required/>