Web-2-Lead Address
Web-2-Lead allows you to integrate common features of your website such as your “Contact Us” forms, directly into the Leads queue within Tracker so that you capture all the information in one place and can process it easily, alerting the relevant people instantly and automatically.
The Publish Jobs Address will differ based on whether your system is hosted in the US or UK environments and your Client Success Manager will be able to confirm this for you.
- For the US, the address will be https://evoportalus.tracker-rms.com/clientdatabase/newlead
- For the UK, the address will be https://evoportaluk.tracker-rms.com/clientdatabase/newlead
Note: The clientdatabase will be a unique name given to each client and can be obtained from your Client Success Manager.
How it works
By authoring a simple HTML web forms or amending your current web forms, you can send submissions directly to Tracker for processing and Tracker will then return the web user back to a Thank You page on your original website – as specified by you.
The form can be a standard HTML <form> with the action parameter set to the lead generation page of your Tracker system (please contact Support to obtain your dedicated address). For example:
<form name=”contactUs” method=”post” action=”url”>
Within the <form> and </form> tags, several <input/> objects can be placed to collect relevant information from the user to populate the lead record. These are as follows:
|
Input Name |
Type |
Description |
Required |
Length |
|
leadname |
Hidden |
The name of the lead as it will appear in the Lead list |
Mandatory |
50 |
|
department |
Hidden |
The Tracker department name that you want the Lead directed at (and who will receive the Notification) |
Mandatory |
50 |
|
territory |
Hidden |
The Tracker Territory name for which this Lead record applies |
Mandatory |
50 |
|
returnurl |
Hidden |
The URL to return the user to once the Lead record has been created |
Mandatory |
Unlimited |
|
leadfrom |
Text |
The name of the Person, Company or Organisation from which the Lead record originates |
Mandatory |
50 |
|
telephone |
Text |
The contact telephone number for the Person to which the Lead relates |
Optional |
50 |
|
|
Text |
The email address for the Person to which the Lead relates |
Optional |
50 |
|
Website |
Text |
The website for the Person to which the Lead relates |
Optional |
50 |
|
leadsource |
Text |
A text description of the source of the Lead (e.g. Search Engine, Website, etc) |
Optional |
50 |
|
leaddescription |
Text |
A more detailed description or collection of further information relating to this Lead that can be reviewed by the Tracker user |
Optional |
Unlimited |
|
companyname |
Text |
The name of the company for which the person works. This will auto-create a new client record or find an existing client record by the same name when the "createcompany" input field is set to "y" |
Optional |
Unlimited |
|
createcompany |
Text |
Instructs the lead process to auto-create a new client record if one by the same name does not already exist. Value is "y"
|
Optional |
1 |
|
firstname |
Text |
The firstname of the contact. This will auto-create a new contact record or find an existing contact record by the same email when the "createcontact" input field is set to "y" |
Optional |
50 |
|
surname |
Text |
The surname of the contact. This will auto-create a new contact record or find an existing contact record by the same email when the "createcontact" input field is set to "y" |
Optional |
50 |
|
createcontact |
Text |
Instructs the lead process to auto-create a new contact record if one cannot be found using the "email" field (if populated). Value is "y" |
Optional |
1 |
|
createresource |
Text |
Instructs the lead process to auto-create a new resource/candidate record if one cannot be found using the "email" field (if populated). Value is "y" |
Optional |
1 |
|
responsecode |
Text |
Corresponds to the Lead Response Code entered against the Lead associated Template in Tracker and will automatically send out this template on creation of the new Lead. Note: You must supply a userid in the "fromuserid" field for this to work |
Optional |
50 |
|
fromuserid |
Number |
The User Id for the user account from which any response code templates will be sent |
Optional |
n/a |
Example Contact Us Form
The following example form collects information from a Contact Us form and sends it to Tracker for processing:
<form name="contactUs" method="post" action="url">
<input type="hidden" name="leadname" value="Website Contact Us" />
<input type="hidden" name="department" value="Sales" />
<input type="hidden" name="territory" value="United States" />
<input type="hidden" name="returnurl" value="http://my.website.com/thankyou.htm" />
Please enter your name:
<input type="text" name="leadfrom" maxlength="50" />
<br />
Please enter your telephone number:
<input type="text" name="telephone" maxlength="50" />
<br />
Please enter your email address:
<input type="text" name="email" maxlength="50" />
<br />
Where did you hear about us?
<input type="text" name="leadsource" maxlength="50" />
<br />
What is the nature of your enquiry?
<textarea name="leaddescription" maxlength="255" rows="6" />
</form>