Web Form Builder
Today we’re introducing the web form, or Web-to-Lead/Web-to-Contact functionality in Zurmo CRM. The use case example for this post is based on Joanna Rohrback, and her company Prancerise. Now Joanna does not have Zurmo and we’re not really sure how she is managing the influx of leads pouring onto her site, but we’re going to talk about how a web-to-lead form could help her out.
But before we saddle up, let’s go over the basics.
What is the concept of web-to-lead? It’s pretty straightforward. You have a website. You have a form, like “Contact Us”. Visitors fill out their information and then a couple of things can happen. In most cases, you will likely receive an email with the information that your visitor has filled out. If you want to keep track of your inbound contact requests, you’ll be dragooned into importing data from these automated emails to your CRM system.
Joanna needs to keep a tight reign on her inbound leads. Last week her website got so much traffic, it would have been impossible to get a leg up. She doesn’t even have a web-form, let alone a solution that would have moved those leads to a database system.
Let’s come up with a solution for her. What are some fields she could have? How about the following:
Basic contact info like Name, Email address, Phone Number.
Okay we’re off to a good start. But what else might she need?
The media are fussin’ like a mare in heat to get in touch with her, so she probably should have a separate designation for them. How about a drop down or a pick list for the the category under which each inquiry falls?
Maybe something like this:
Check all that apply: 1) I’m making a Media Inquiry, 2) I’m interested in private lessons, 3) I’d like to buy the book.
Okay we’re on the final stretch.
All Joanna needs to do is create these custom fields, build her webform in Zurmo, and paste the code on her Contact Us page. When a new lead comes in, they will automatically be herded over to her CRM and categorized accordingly.
If she’d like, she can set up workflow that spurs into action and sends out an email to her new colts, based on their respective categories. For example, people expressing interest in the book could receive an email with a link to purchase it on Amazon. Or maybe a follow-up task with a due date for her PR person is automatically created when someone selects “Media Inquiry”:
Admins can create and configure web forms in the settings area. They look like this:
You and the horse you rode in on can select available fields to be displayed in the form, which are automatically mapped accordingly when the new record is created. Notice our custom field for Joanna included below:
Congratulations, you have just won your spurs and you won’t be put out to pasture.