You speak – we listen. Many of you have requested a capability known as Web to Lead Forms. Over the weekend we introduced this new capability and in this newsletter we’ll walk you through what they are.
Web to Lead Forms provides a way for you to include a form on your website to capture both new contacts and new leads and have that information stored directly into Simple Sales Tracking. Each time a new piece of information is collected, you’re automatically notified via email.
Step 1 – Build the Form
Login to Simple Sales Tracking and click the new “Web to Lead” link at the top of the page. From there, select each field you want to include in your form and optionally change the text that describes each one. Once complete, click the “Build” button.
Step 2 – Preview the Completed Form
After clicking the “Build” button, further down the page you’ll see a preview of what your new Web to Lead form looks like. If you need to make further changes, do so, then click the “Build” button again.
Step 3 – Copy and Paste the Html Code
You’ll notice next to the Preview a textbox labelled Html Code with some text in it. Copy that Html Code into the code of a webpage on your website and the form will be there.
Step 4 – Enable Web to Lead Forms
As a security measure, your account administrator (the first account created by default when you signed up), will have to select a check box on the Admin page in order to enable the Web to Lead forms to work.
You’re Done! Create as many Web to Lead forms as you like. Remember to test them to make sure they’re capturing the data the way you want it.
Please note Web to Lead Forms are available to Full Account holders only. If you’re using a Limited Account, consider upgrading today!
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