Generate leads into Salesforce from existing web-to-lead forms
FormVester for AppExchange is an advanced Web-to-Lead technology that helps marketers generate new Leads from existing online forms without the hassle of reprogramming them.
In addition, FormVester for AppExchange provides deep analysis of online forms performance, out of the box without any other configuration.
This article will show you how to quickly and easily set up FormVester in order to generate new leads into Salesforce from your website online forms.
Step 1: Activate your FormVester account for free
The first step into your successful web-to-lead form implementation is to install FormVester on your Salesforce Account.
The application is free and can be found at the AppExchange Directory.
To install the application, just logon to your Salesforce account, then go to the FormVester overview page on the AppExchange Directory and click on the “get it now button”. The Free FormVester application will be installed into your Salesforce interface.
The first thing you need to do after the the application is succesfully completed, is to set up your account. To do so, just click on the “FV Account” tab and enter your personal information. Although the account activation in not mandatory to start the analysis of online forms performance, it is required in order to be able to add or update leads in Salesforce.com.
Because the application exchanges information with the Salesforce.com API using the standard SOAP API Call, administrator needs to provide a username and password.
Step 2: Track your forms
Now that your account is activated, click on the “Forms Tracking” Tab to start configuring the data capturing function
First, click on the “New” button on the Websites List section to add a website domain.
You need to add all website domain names where the online forms are hosted so that the application can validates where the data is coming from.
Second, simply copy the provided JavaScript Snippet below and paste it as far down as possible in your website HTML code. Best practice suggests that it should be just before the closing </body> tag.
Now that the snippet code is placed, you are ready to scan the forms you want to get leads from.
Step 3: Map your Forms
Mapping Online Forms Fields will indicate to witch Salesforce.com Leads Standard or Custom Field the data will be added. You need to scan your webpage so the application will automatically find the different forms on your website. Then select the form you want to get leads from and map the fields to match them with the ones of Salesforce.
- 1: Scan your website pages to get your forms listed by the application
In the “Forms Mapping” Tab, simply enter the URL of the page where the online form you want to map is located. FormVester will search the page to find all possible forms on that page and will display the results in the table below.
The scan process not only pulls out the forms but also retrieves all the fields that constitute the forms. And if you enter a URL where a form starts and then continues on subsequent pages, these pages will also be scanned.
- 2: Select the form you want to map
In the results table, click the form name to select the Form that is going to be mapped.
You can now see the detail page of the form you are about to map.
At the top, general information such as Form Name and URL is provided.
Just below, all Forms fields are listed followed by any hidden fields the form may contain.
Finally, additional standard Salesforce.com fields are listed below in case this information may be need in the Lead tab but it is not available in the online form.
- 3: Map your form fields
To start mapping the form, click on the “edit button” on the top of the page.
You can now begin by changing the Label of the form to increase its relevancy and make it easier to find in the main form list.
Then you need to match your online forms fields with the ones of Salesforce.
On the left: you have the list of all your form fields.
In the middle: you have a picklist beside each field that contains all standard and custom fields under the Lead tab in your Salesforce.com account. You can then simply select it to be mapped to your online form.
At the right: if you have a multiple choice question on your online fields and you map it to a salesforce.com field with a picklist, an answers mapping link will appear. By clicking on this link, a popup window will open and you will be able to map the answer to the multiple choice question with the picklist value of your selected Salesforce.com fields.
Now that you have finished mapping your form, just hit the save button and you are done.
Specifications
- Form Hidden Field(s)
Essentially the same process is involved in mapping a hidden field; instead of having the visitor enter the value to be added in Salesforce.com, you specify it here. By default, FormVester for AppExchange will display the value that was associated with the hidden field in the HTML code. The flexibility of our application allows you to change it without having to modify your HTML code.
- Additional Salesforce Standard Fields
We have identified important standard fields in Salesforce.com that are not usually found in online forms: the Lead Source and the Lead Status. If you decide to map these fields, we will show you the picklist that you already have for those two fields in Salesforce.com and you will simply have to select the value you want to be added when a Lead is going to be added or updated.
- Automatically mapped fields
Some fields have already been automatically mapped. FormVester for AppExchange uses an intelligent mapping system than can recognize high probability fields that should be mapped together. If this is the case, the Salesforce field’s name will appear surrounded by ***. You can, however, still change this field’s mapping if you want to map it to another field.
Step 4: Get the results
Your FormVester application is now fully set up and you can start enjoying your new web-to-lead tool!
All new leads generated from your forms will be automatically listed in Salesforce under the traditional “Leads” tab.
You can furthermore enjoy the power and the effectiveness of the form analysis function of FormVester by clicking on the “Forms Analysis” tab.
Feel free to give us some feed back, we love hearing about FromVester users, and it will be a pleasure to answer any questions or bring more precisions.
AppExchange, FormVester, Salesforce, Web to Lead, webforms
