Default values and tracking on Web to Lead forms

Written by ShamrockCRM on July 18, 2009 – 8:36 pm

If you have ever wanted to set default values for certain fields when someone is filling out a Web2Lead form on your website, you absolutely can.  For example, let’s imagine that you have 5 product pages on your website and you have a contact form on each page.  You could set a field called “Originating Web Form” to the value Product 1 or Product XYZ as seen below.  The user filling out this form would never see this field that is filled out behind the scenes, because it is a hidden field.

This allows you to set fields in Salesforce that might trigger different types of workflow rules or could be used for specific marketing tracking.  This is a great, easy way to prefill in data or track certain behavior.

The line below allows you to specify a hidden value that the user does not see.  This will default a field in called “Originating Web Form” with the value “Product XYZ Page.”  This will let you know that the user filled in the form on this specific product page. development web 2 lead

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Posted in, Web Development | 2 Comments » to SMS

Written by ShamrockCRM on July 12, 2009 – 12:37 pm

Have you ever wanted to notify your sales people in the field of new leads, immediately using SMS text messages? Well, this is not actually as hard as you would imagine.

Imagine that you have a call center accepting incoming phone calls, filling in certain bits of important data in a Web 2 Lead form and generating leads in the system. This data routes to the appropriate user based on Lead Auto Assignment rules. This is fine, but the person does not have the ability to check for new Leads constantly and would like to be auto notified by SMS. This can be done using “SMS Gateways.”  SMS Gateways are email addresses assigned to cell phone numbers that allow you to Email text messages to Users.

What we do in this situation is, upon creation and auto assignment of the Lead, we will fire off a workflow rule in to send an email alert. This email alert will go out to this SMS Gateway email address. You will either need to assign the User’s email as the gateway email or have some kind of trigger to auto query the SMS Gateway email and assign it to the Lead record for easy emailing with the Email alert. *I could always assist with this if interested.* Use an email template to include vital Lead fields, such as why they are contacting you, name and phone number.

Below is the information on how to find the appropriate SMS Gateway. This is assigned by carrier. Try it out by sending a test email to yours! Remember, you are limited to 160 characters.

AT&T (formerly Cingular)
Boost Mobile
Nextel (now Sprint Nextel)
Sprint PCS (now Sprint Nextel)
US Cellular
Virgin Mobile USA

If you need the gateways for the smaller US companies or International companies, email me and I will provide them for you.

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Posted in Business Analysis,, workflows | 1 Comment »