LeadCatcher

Root > 3. Customisation

 

 

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Lead Capture - Contact us panel


The contact lead functions are designed to:

1.  Allow you to automatically collect data via a page on your web site - typically so that a potential customer can request additional information.
2.  Allow existing customers/contacts the ability to "log on" to their own records to update/view specific information with permissions you determine as part of a "Portal".

Allowing a contact or potential customer the ability to update or register their information directly with your WiredContact site eliminates the extra steps for your users to add the information from emails, and other manual processes.  The typical flow for this activity would be:

1.  An existing Contact or Potential Customer is on your public website and wants to request more information.
2.  They click on the link you specify such as "More Information" link/icon that you have setup, this loads an Iframe to display the leadcatcher.htm

<p><iframe src="http://<your usual address in here >/wceweb.dll?function=lead&page=leadcatcher.htm" frameborder="0" noresize="noresize" width="300" height="300"></iframe></p>

3.  They enter the information that you want to gather - that information is captured automatically in your WiredContact database.

4.  They are redirected to a landing page back on your web site so they can continue with what they were doing before the "More Information" click. by way of an example we provide a form called lead_redirect.html

You may setup several different lead forms designed to capture different information, or to go to different landing pages.  For example, if you copy ContactLeadForm.html and Redirect.html to your main WiredContact folder on the server (wirede) you can type into a browser address field (from the server):  

http://localhost/wirede/wceweb.dll?function=lead&page=ContactLeadForm.html - which will show you an example lead form. 

Use this style URL from your public web site to give the contact the ability to enter their own contact information directly into your WiredContact database.  You can find more about this here C:\Inetpub\WiredE\Extras\ContactLeadForms

Examples of code are included within these files to show how to add notes, attach files, assign to users, etc.

ContactLeadFormLoginLanding.html
ContactLeadFormLoginLanding2.html
ContactLeadFormLoginLanding3.html

Once the contact has completed the form, they will be redirected back to your web site by the lead_redirect.html template.  Additionally, you can have an email sent to any address with the details of what was entered on the lead form for backup or informational purposes or to prompt a rapid response.

To allow a user to log in to their own record to see/update their own information:

Use a lead page similar to the ContactLeadFormLogin.html template (this is available on the server where your installation is located). 

Before a non-user is alowed to log in to their record, the wce_contact table must be setup with the "Lead Lock Field" and the "Lead Lock Open Value" (Admin...Site Settings...Table Defaults...wce_contact).  When the lead lock field is set (for example, create a field called LeadLock, VarChar - 1 character wide) and the value of this field on a contact matches the "Lead Lock Open Value" (you can use a checkbox on the contact.html page for example - <#checkbox field=leadlock checked="Y">) - then you can allow the user to enter credentials for one or two fields to see their record(s).  See the ContactLeadFormLogin.html template and the <#leadlogin tag to see how the uid/pw fields are specified.

uidfield (UserID field)

pwfield (password field)

When the "non-user" enters the correct criteria such as an account number for example - and their record has the correct value for the lead lock field - then they are passed to the page specified in the <#leadlogin tag.  From there, you may have multiple pages that can be viewed by the non-contact - one page at a time.  The pages can show entity table information (wce_contact) as well as subentity (wce_history) table information.  See the separate landing pages for more information.

The code below shows how to add the company name as part of the subject sent to the admin email address in LeadCatcher. In the example below, the subject will appear as 'Web Lead -' + CompanyName.

<#INPUT Field=Company options=rx onblur="document.forms[0].emailsubject.value = 'Web Lead - '+this.value;">

If you want this setup for you please contact your WiredContact office who will be pleased to help please send an email to support@wiredcontact.co.uk

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