How do I capture leads from website?

July 2, 2013 06:47am by Apptivo FAQ

Posted In: Leads
  

Answered on December 8, 2015 02:18am by Kanimozhi Lakshmanan

In order to collect leads from web site, you need to have your own website which should be in wordpress platform. App is most closely integrated with Wordpress, where you can download a plugin from your CMS, and build your "Contact Us" form using wordpress.  You should create some static fields such as last name which is a mandatory field inside Leads App, first name, address, email etc. You can also create your own fields which should be similar in Leads App. 

Edit fields from wordpress

  1. You can choose the fields thats is to be displayed in Contacts Us form.
  2. Enable fields, display order and type that you would like to display in Contact Us form.
  3. When the user submits information through Contact Us form, you will also receive email notification. The sample contact us form is shown in the image below:
    Contact us form

Notify email for lead creation

You will receive email notification, if the user submits the information through "Contact Us" form as shown in the image below:
Email for the lead creation

For instance: Here, the lead source "Web Site" is a default lead source in word press (Note: You create your own custom lead source).
Contact form fields
You need to enter your email address in "Notify Email id" of particular lead source "Web Site" in Leads app. Go to leads app -> Settings -> lead sources.
leads

View leads collected from website

When people contact you through web forms/contact forms on your website they are captured as leads in Leads App. The values passed to the specific fields will be carried into App, To view their information use the following steps:

  1. Log in and access Leads App from universal navigation menu bar.
  2. You will see the Leads dashboard with news feed.
  3. You can view the lead information collected from website as shown in the image below:
    leads
  4. The lead notes will also be updated with the IP captured.
    leads
 

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