FAQ: How do I create a web form for Maximizer?
By Graeme Niss
Creating a Web-to-Lead Form
To complete this procedure, you must have the import privilege set to Allow and the required permissions for inserting and updating Address Book entries and User-Defined fields.
1. In the left navigation pane, move your mouse over Administration, and select “Web-to-Lead Forms” from the pop-up window. The Web-to-Lead Forms dialog box will open.
2. Select “Create a new form”, and click “Next”. The Web-to-Lead Forms Properties dialogue box will open.
3. Enter a Name for the form. You can also enter a description and adjust the Full Access and Read Access fields if necessary, and click “Next”.
By default, the Full Access and Read Access settings for new Web-to-Lead Forms are set to the current user. If you want other Maximizer CRM users to be able to view or edit the Web-to-Lead Form, you must select the appropriate users or security teams in the Full Access and Read Access fields. For example, if you are creating a Web-to-Lead Form that your manager will review or modify before it is uploaded, you should ensure the access settings allow your manager to access the Web-to-Lead Form. The Web-to-Lead Form Import Type dialog box opens.
4. Select the type of Web-to-Lead Form you want to create, and click “Next”.
If you want to create new Address Book entries when your Web-to-Lead Form is submitted, select “Create New Address Book Entry” and choose how you want the new entries to be created in Maximizer CRM when the form is submitted.
Select “Company and Contact” if you want new entries submitted through the form to be created as Company and Contact entries in Maximizer CRM. If you want new entries submitted through the form to be created as Individuals, select “Individual”.
If you want new entries submitted through the form to be created as sales leads, select “Create Entries as Leads”.
– Or –
If you want to update existing Address Book entries when your Web-to-Lead Form is submitted, select “Update existing Address Book entry”. The Web-to-Lead Form Fields dialog box opens.
5. Select the fields you want to include in the Web-to-Lead Form. Add a field to the form by selecting the field in the Available Fields list and clicking the >> button to add it.
Remove a field from the form by selecting the field in the Fields in the Web-to-Lead Form list and clicking the << button to remove it.
6. Modify the display names of the fields in the Web-to-Lead Form, as well as modifying the order in which they appear.
Modify the text in the Display Name on Form field in the Fields in the Web-to-Lead Form list to change the way the fields in the Web-to-Lead Form appear. For example, you could change the label of the “Phone 1” field to something more descriptive for your customers like “Home Phone”.
Select a field in the Fields in the Web-to-Lead Form and click the “Move Up” or “Move Down” button to change the order in which a field appears in the Web-to-Lead Form.
7. Select any fields in the Web-to-Lead Form that you want to be mandatory, and click “Next”.
To make a field in the Web-to-Lead Form mandatory, check the Mandatory option next to the field in the Fields in the Web-to-Lead Form list. All of the fields in the Web-to-Lead Form that are marked as mandatory must be filled out by your customers before they can submit the form.
If you have selected to create new Company and Contact entries through your Web-to-Lead Form, you must include the Company and Last Name fields in the Web-to-Lead Form and you must make them mandatory. If you have selected to create new Individual entries through your Web-to-Lead Form, you must include the Last Name field in the Web-to-Lead Form and you must make it mandatory.
The Web-to-Lead Notification and Submission dialog box appears.
Notification emails sent when the Web-to-Lead Form is submitted count towards your daily email limit if you are using Maximizer CRM Live. If you expect a large number of form submissions each day you should consider not sending notification emails and instead save submitted entries to a favourite list that you review regularly to avoid exceeding your email limit.
8. Choose how you want to be notified when the Web-to-Lead Form is submitted.
Select the “Add to this favourite list” option if you want entries submitted through the Web-to-Lead Form to be added to a favourite list. Click the ellipsis button to select the favourite list that you want the new or updated entries added to.
Select the “Send email to” option if you want a system-generated notification email sent each time the Web-to-Lead Form is submitted, then enter the email address that you want the notification email sent to. If you want the notification emails sent to more than one person you can enter multiple email addresses separated by commas or semicolons.
9. Enter the address of the web page to show after the form is submitted, and click Finish.
Enter the URL of the landing page you want to display after a customer submits the form in the URL to show after the form is submitted field. For example, you could display a thank you page, or you could display a page that allows the customer to download promotional materials or brochures, or you could simply redirect the customer back to your company’s homepage. If you leave this field blank, a generic thank you page is displayed after a customer submits the form.
The Web-to-Lead Form HTML dialog box appears.
If the password of the user who created the Web-to-Lead Form changes, or if the fields in the Web-to-Lead Form are changed, you must re-generate the HTML for the Web-to-Lead Form and update the page on your website with the new HTML source.
10. Save the HTML for the Web-to-Lead Form and upload it to your website.
The generated HTML source for the Web-to-Lead Form is displayed in the text field in the Web-to-Lead Form HTML dialog box. Copy-and-paste the HTML source into your preferred HTML editor and save it as an HTML file. Provide the HTML file to your webmaster to upload it to your website and create links to the form from other pages on your website so that your customers and leads can access it.
If you have created a Web-to-Lead Form to update existing Address Book entries, you must provide individual links to each Address Book entry that you want to use the form. The link must contain unique identification information indicating which Address Book entry to update when the form is submitted. You can send links to your Address Book entries in Maximizer, directly by email or with an email campaign.
