How to Create a Page That Will Automatically Add Leads/Prospects to Your CRM

This tutorial will guide you through how to create a form page that will allow those who sign up to automatically be added to your CRM under a specified Source and Lead Type.

NOTE: Please have the page you would like to add the Contact Me form to already created.  To learn how to create a new website page click here.

To get started login to your CRM.

Click on Websites from your main menu and then select the domain name you will be adding to form to.

Click on Use in Website Editor.

NOTE: Another screen will open.  Do not close the screen.

Find the previously created page you would like to add the form to and click on it. In this example, we will be adding the form to a page titled "First Time Buyer".

This is what the current First Time Home Buyer page looks like.

Click on the Content Editor button on the right hand side of your screen.

TIP: If you do not see the Website Editor buttons that means you didn't correct turn on the Website Editor in previous steps.

You will know that your Content Editor has been turned on when you see a dashed box around the page content.  

Click anywhere in the dashed box to start.

Now click on the Source button.

Before making any changes to the source code, you will need to click back to the CRM screen.  

NOTE: Keep in mind you are just going to be switching to view the CRM tab.  DO NOT click back or close this screen.

Now that you are viewing the CRM, click on Website Forms on the left side menu.

Please highlight and copy the text in the grey box.

Now switch back to the website editor tab.

It will bring you back to the Source page for the page we are adding the Contact Form to.

You will now be pasting the code you just copied into the bottom of this source page.

CUSTOMIZE THE DEFAULT SETTINGS

1. Return Message

This is the code for the Return Message:   <input name="ReturnMessage" type="hidden" value="Thank you, we got your message and will get back to you as soon as possible." />

The default return message is "Thank you, we got your message and will get back to you as soon as possible."  When someone submits their information this box will pop up.  You can edit the message or you can leave it as it i

1. Return Message

For this example I will be changing the Return Message to: "Thank you for requesting more information regarding the buying process for First Time Buyers.  You should be receiving your first email shortly.  Should you have any questions feel free to contact me at 905-712-1001."

To make this change, you will be revising the content in the source code.  To make sure you are changing the right part of the coding, find where it says ReturnMessage then you will see where it says value=.  Whatever is in between the quotation marks will show up in the return message box.  

NOTE: You are able to click OK at the bottom to save your changes, however by doing so you will need to click on the source button again to enter this screen.  

2. Email Title

This is the code for the Email Title  <input name="EmailTitle" type="hidden" value="This is the title of the email you want to see when you get this type of email" />

This is the registration email that will be sent to you whenever a new lead registers or submits their information from the particular page that you are entering the form on.   See below for the example email.

2. Email Title

I will be changing the EmailTitle to First Time Buyer Campaign Registration.  To make this change, you will be revising the content in the source code.  To make sure you are changing the right part of the coding, find where it says EmailTitle then you will see where it says value=.  Whatever is in between the quotation marks will show up as the Title/Suject of the email you receive.  

NOTE: You are able to click OK at the bottom to save your changes, however by doing so you will need to click on the source button again to enter this screen.  

3. Campaign/Source Name

This is the code for the Campaign/Source name  <input name="Campaign" type="hidden" value="Lead From Custom Form Page" />

This is the source type that is assigned to the lead when it enters your CRM system automatically.  See below for the example.

3. Campaign/Source Name

I will be changing the Campaign name  to First Time Buyer.  To make this change, you will be revising the content in the source code.  To make sure you are changing the right part of the coding, find where it says Campaign then you will see where it says value=.  Whatever is in between the quotation marks will show up as the Source name for the contact.

NOTE: You are able to click OK at the bottom to save your changes, however by doing so you will need to click on the source button again to enter this screen.  

4. Lead Type

This is the code for how you want to label the Leads Type  <input name="LeadType" type="hidden" value="Lead From Custom Form Page" />

This is the Lead Type that is assigned to the lead when it enters your CRM system automatically.  See below for the example.

4. Lead Type

I will be changing the Lead Type Name  to Home Buyer.  To make this change, you will be revising the content in the source code.  To make sure you are changing the right part of the coding, find where it says Lead Type then you will see where it says value=.  Whatever is in between the quotation marks will show up as the Lead Type  name for the contact.

 

When you are done, click on OK to save the changes.

Click anywhere outside of the content box and click OK to save the changes.

This is what the form will look like on your page.

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