Capturing Leads with a Webform
BigContacts offers a "
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...
- Assign the new contact to a team member
- Assign a task for
team member to follow-up - Create a sales opportunity
- 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. Examplewebform 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 workingthrough 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.
- In the "Name" field, enter the name of your
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.
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2) Build your web form
Here is an example of HTML code for a basic form:
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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
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
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
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