About Web-to-Lead Forms

Updated 2 years ago by dustin keir

Using the Web-to-Lead Form wizard in Maximizer you can perform the following tasks:

  1. Collect information from customers and leads and create new Address Book entries based on the submitted information.
  2. Collect information from existing Address Book entries and update the existing entries in your Address Book based on the submitted information.
  3. Select the Maximizer fields, including user-defined fields that you want to appear on the Web-to-Lead Form.
  • For example, information entered in the Last Name field in a Web-to-Lead Form is inserted into the Last Name of the Address Book entry in Maximizer. If you have chosen a table or Yes/No user-defined field, a drop-down list is automatically created so customers can select available choices.
  1. Change how field names are displayed in Web-to-Lead Forms.
  • For example, if you want to include the Maximizer Address Book entry field “Phone 1" in a Web-to-Lead Form, you can choose a helpful label such as “Home Phone” to display when customers view the form.
  1. Designate mandatory fields.
  • If a customer fails to fill-in any fields in the form that are designated as mandatory, they are notified by an error message when they try to submit the form.
  1. Specify notification options for when a Web-to-Lead Form is submitted.
  • You can choose to have a notification email sent each time the Web-to-Lead Form is submitted to one or more email addresses of your choice.
  1. Designate a favorite list to add the new or updated entries to when the Web-to-Lead Form is submitted.
  • By adding the entries submitted through the Web-to-Lead Form to a favorite list they are easily accessible so that you can review the new entries, clean up any fields that were submitted incorrectly, remove any duplicate submissions, and follow-up on the submissions.
  1. Enter the address of a web page to redirect customers to after they submit the form.
  • You can enter the URL of any web page, for example a thank you page or the home page of your website.
  1. View or modify existing Web-to-Lead Forms in the Web-to-Lead Form Catalog, so you can update existing forms as the need arises.
  2. Create new Web-to-Lead Forms based on existing ones in the Web-to-Lead Form Catalog, so you can quickly create similar Web-to-Lead Forms without having to re-enter all of the form options.
  3. Customize the generated HTML of the Web-to-Lead Form, so you can adapt the look and feel of the form to suit the theme of your website or incorporate the Web-to-Lead Form into an existing web page.

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