Create a Web-to-Lead Form

Updated 2 years ago by Celina Kwan

Web-to-Lead Forms collect information from customers and leads to create new Address Book entries and update existing ones.

To complete this procedure, you must have the Allow import privilege and the required permissions for inserting and updating Address Book entries and user-defined fields.
  1. In the left navigation pane, click Administration and select Web Forms from the pop-up window.

The Web Forms dialog box opens.

  1. Select Create a new form, and click Next.

The Web Form Properties dialog box opens.

  1. 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 Form Import Type dialog box opens.

  1. 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.

– 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 Fields in the form dialog box opens.

  1. 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 << button to remove it.

  1. Modify the display names of the fields in the form and the order in which they 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 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.

  1. To make a field mandatory, check the Mandatory option next to the field and click Next when finished.

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 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 make it mandatory.

The 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 favorite list that you review regularly to avoid exceeding your email limit.
  1. Choose how you want to be notified when the Web-to-Lead Form is submitted.

Select the Add to this favorite list option if you want entries submitted through the Web-to-Lead Form to be added to a favorite list. Click the ellipsis button to select the favorite 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 to you each time the Web-to-Lead Form is submitted. If you want the notification emails sent to more than one person you can enter multiple email addresses separated by commas or semicolons.

  1. 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 under 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 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.
  1. 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 that indicates 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.


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