Capturing Leads with a Webform

BigContacts offers a " webform  connector" feature that allows you to connect a webform from your website to the BigContacts system so that when a contact completes and submits the form on your website, it instantly creates a new contact record in your BigContacts system.

PLEASE NOTE:  In order to successfully connect your  webform  you will need to work with someone that knows HTML code. This person will need to insert the unique form code (and merge fields) in your form in order to connect it with BigContacts.

In addition to loading the lead to your account, you can also choose to have the system...

  1. Assign the new contact to a team member
  2. Assign a task for  team member to follow-up
  3. Create a sales opportunity
  4. Begin sending automated emails to the new contact

1) Activate a new web form in your BigContacts account:

  • Click on the Admin Tab and in the "Manage Templates" section, click on the "Webforms" link
  • Click on the orange "Add WebForm" button 
    • In the "Name" field, enter the name of your  webform.  Example  webform  name: Free Trial Form
    • In the "Assigned to" field, use the  dropdown menu to select the person on your team whom you would like the contact to be assigned to when the contact is created
    • Check the "Assign Task" box.  Although this is an optional selection, it is usually a good idea for a task to be created with any new web form submission.
    • In the "Task Name" field, enter the subject line of the task you would like to see when a contact submits this  webform . As you are working  through  your task list you will see these tasks. Example Task subject line: New Web Lead
    • Use the  dropdown  menu labeled "Assign task to" to select which member of your team you would like this task to be assigned to
    • Check the "Create Opportunity" box if you want a sales opportunity to be automatically created for you.  In other words, check this box if you want to add contacts that submit this  webform  to your pipeline or process.
    • If you checked the "Create Opportunity" box, use the  dropdown  menu labeled "Opportunity stage" to select what stage you would like the opportunity to be in when this contact is created. 
    • If you checked the "Create Opportunity" box, also use the  dropdown  menu labeled "Opportunity product" to select what main product you would like the opportunity to have when this contact is created.
    • When finished reviewing the webform settings, click on the orange "Add WebForm" button to save your changes and create your unique form code!
    • Finally, take note of the unique form code and the merge fields (See Image Below for where to find merge values) and give this to your web person, or if you are the web person, use these to connect the web form to your website by adding them to the appropriate places in your HTML.

IMPORTANT NOTE:

If you choose the option label "Check referrer", you will want to make sure that the URL matches exactly the URL of your web form. You must have an exact match including any "www" or "/" in the URL or this will not allow the form to be submitted.

 _______________________________________________________________________________

2) Build your web form

Here is an example of HTML code for a basic form:

 

 

  

 

 

 

 First Name

 Last Name

 Email

 

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3) Choose the data fields on your form that you wish to pass into your BigContacts account

Standard Data Fields and their merge values


PLEASE NOTE: When using these merge values you must put double brackets on each side.  Example: {{first_name}}

Merge fields for the personal information in a Contact record located under the “Personal Info” tab)

The field name in the contact record                   Webform HTML code snippet

First Name                                                           

Last Name                                                           

Address                                                                

Address 2                                                             

City                                                                        

State                                                                      

Postal Code                                                         

Home Phone                                                       

Email                                                                 

Merge fields for the business information in a Contact record (located under the “Office Info” tab

The field name in the contact record                  Webform HTML code snippet

Business Name                                                   

Address                                                                  

City                                                                          

State                                                                        

Postal Code                                                           

Country                                                                   

Please Note:  While Merge fields will appear with brackets before you send the email, they will display the actual data in that particular field of the contact record when the email is received by your contact.  For  example:  {{first_name}} will appear as {{first_name}} before you send the email, but if "John" is in the "first name" field then "John" will display when your contact sees the email. 

Custom Data Fields and their merge values

Custom data fields - To obtain the correct form names you will need to merge the data from the web form into your custom fields:

  • Click on the Admin tab
  • In the "Manage  my  Account" section, click on the "Customize Account" link
  • Click on the "Custom Fields" sub-tab
See Image below