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If you’re looking to grab web leads from your website and feed them straight back into your Microsoft Dynamics CRM, look no further! PowerWebForm is a wonderful add-on that allows users to build their forms in CRM, post those web forms on their website, and the form submissions feed straight back into CRM! Users can choose to create leads, or any other CRM entity, when a web form is submitted.
Let’s say you have a landing page for an offer, where you’re asking visitors to fill out a form to take advantage of that offer. When someone fills in the form, that information will be automatically entered into CRM, and a lead (in this example) will automatically be created based on that web form submission. Let’s take a step-by-step look at how to do this.
On the lead that’s created, there are two fields that you want to fill in automatically: the Lead Source and the Source Campaign. This will allow you to see that this lead was generated by filling in a web form for this particular offer. However, you don’t want the person filling in the form to have to fill on those fields, or to see those fields. This is where hidden fields can come in handy. When creating the web form field in CRM, you will want to choose the hidden field type. We’ll start with the Lead Source field:
1. So on your web form in CRM, create a new form field, choose the hidden field type, and put web in the default value field.
2. Then map it to the Lead Source field in CRM. Your web form field would look like this:
3. Then, you’ll want to create another form field for the Source Campaign. Since this web form is a part of an offer, you will likely have a campaign in CRM set up for this offer.
4. You’ll want to open the campaign record, and pop it out of the window using the button in the upper right corner.
5. Then, in the URL, you will want to grab the guid, or unique identifier, of the campaign. If you look in the URL, the value you want to grab is between the %7b and the next % sign.
6. Now, create the form field, place the guid in the default value field, and put campaignid in the field label field of the record.
7. Then map the form field to the Source Campaign field in CRM.
8. Create the rest of the form fields as you normally would, save the form, and preview it. If everything looks ok, place the form on your offer page, and you’re ready to rock! Now, every time someone fills in that web form, a lead will be automatically created in your CRM system. The Lead Source will be web and the Source Campaign will be Ad Campaign.
For more information on PowerWebForm, or to get started with your free 30 day trial, check out the PowerWebForm web page.
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