Sales CRM Solutions
Landing Page Integration
A step-by-step guide for using the landing page ingegration tool to get the data from your web forms flowing into LeadMaster automatically.
If you are trying to post data directly to LeadMaster (the data doesn't come from a landing page) you'll find information on how to do that here - HTTP post.
The first thing you'll need to do is to have a landing page or web form on your web server. Sometimes in big companies it is difficult to get authorization to post landing pages. If you don't have access to your web server LeadMaster can host your landing page for you. Ok, so you've got a landing page. Now you're ready to integrate that with the LeadMaster system.
First create a custom form with the fields you want to capture from the landing page / web form.
Once you've created your custom form you're going to need to save it and compile it. You can check to make sure it's ready by looking the custom form list. In this case I've named the custom form - Landing Page.
Next click on the 'Custom Form to Web Form Mapping' tool and select the custom form you just desiged called 'Landing Page'.
There are two ways to match the fields on the landing page to the custom form, either automatically using the tool or by hand. I prefer by hand because there are simply too many web development tools to guarantee the format of the fields matches the tool. Matching by hand is easy enough, simply type in the content of the field ID on the web form and click add. Then match that to the custom form fields, which are displayed automatically.
Ok, you're almost finished. Now that you've got the fields mapped in the LeadMaster system you need to add some code to your landing page to tell it to send the data to LeadMaster. Don't worry, you don't need to write the code, LeadMaster does that for you. All you need to do is copy and paste. Here's the code the mapping tool has created.
You'll notice there's even a sample so that you can see where it goes. Now it's time to test it. I always recommend using a company name, otherwise your new record will only be visible in the contacts page. Here's a sample landing page with data.
Click submit and the data appears in LeadMaster within a couple of seconds.
It's easy. Give us a call and we'll walk you through it. Don't want to touch the code? No problem. One of our CRM consultants or partners can do it for you.
Now that you've got your data flowing into LeadMaster you're probably going to want to set up an auto responder to say thanks to the person who submitted the form and another one to let you know that new data has arrived. You do that with LeadMaster workflow automation. It is point & click easy.
Click here to send us an email and we'll send you a user ID & password to our system so you can see for yourself just how easy it is to manage your leads with LeadMaster. No strings attached.
Give us a call - 800-699-4164 and we'll connect you with one of our CRM experts. We've helped hundreds of companies just like yours. Don't waste another day. Give us a call - you'll be glad you did.