Creating a Web-To-Lead CRM form
Grow Your Revenue with highly personalized email campaigns
In the WebJaguar CRM module, we give the customer the tools to create:
- Lead generation
- Contact Form Builder
- CRM management
- Convert leads to customers
- Distribute leads into the different sales teams members (internally)
- And more…
Here in the Admin, under the CRM tab, we can manage:
- Accounts
- Contacts
- Tasks
- Forms
- Fields
- Groups
If you are running an advertising campaign, such as a Google Adwords campaign or any other type, these campaigns are setup to generate leads, and these leads are directed to you. Traditionally leads come in the form of an email submission. That data has to be translated into your CRM. With WebJaguar, not only do form leads arrive via email to your inbox, they also are automatically submitted to your CRM database. If you receive dozens or hundreds of leads per day, it becomes a very large task to manually input user data.
First step is to setup a Form
Visit Admin > CRM > Forms
Once your form is created, the form code can be pasted onto any page on your website. You can also paste the form code onto a blog, etc…
Next Step, is to edit the hidden form fields, to track user feedback:
- Track Code – enter a custom value here. The track code allows you to track specific campaigns or offers
- Lead Source – enter a custom value here. This gives you the ability to understand where the lead came from. (Ex: form, signup, blog, sales campaign, etc…)
- Group ID – enter the groupID value here. Your leads that signup using this form will automatically be assigned to this groupID
Finally, embed (paste) the form code onto any website page on your site or add the code to an external blog.
Visit a category page and paste the form code into the HTML Code input box.
Update and save. You form will show on your page, as shown below:
Track form submissions:
- Form data will be emailed to the form recipient
- Form data will be stored automatically in the CRM > Contacts
All form leads, are collected into a generic account name called – Leads. These leads can be converted into CRM Accounts and Contacts.
