Auto-populate leads from your own company website
SolarNexus provides the ability to automatically feed leads from a form on your website directly into SolarNexus. If you already have a form for prospective customers to provide their contact information on your website, you can simply replace it with the SolarNexus-provided form code. You may need to consult with your web developer to get this done.
From the Administration menu, select Lead and Project Data. and look for the Lead Capture Form section on the right hand side. Click on the Setup button.
First decide who should be assigned by default as the sales owner of all new leads that come in from the website. You can either leave this as [unassigned], or you may want your sales manager to be automatically assigned. The sales manager can quickly re-assign leads to sales users on the Sales screen. Next be sure to set the Default Lead Source to a value that clearly defines that the lead came from your company website.
Next you select the data fields that you wish to collect and their order. Then you generate the form's code. You can copy the generated code and paste it into your company's website code. Note that there is some code that goes before the </head> tag, and another section of code that goes where you want the form to be displayed. Your web developer should find this very easy. Note that the form may be styled to match your website.
Anti SPAM-bot "Honeypot"
The SolarNexus lead capture form feature comes with a hidden field that users won't see, but spam-bots will find and complete, allowing those submissions to be ignored.
Add a custom action after customer submits lead form on your website
Once you've added a SolarNexus lead form to your website, you may want to customize what happens after a customer submits the form. By default, the customer will get a popup alert with a simple thank you message. To customize the message or take another action like redirecting to another page, your web developer simply needs to update a bit of Javascript as described below.
When you generate a lead capture form in your SolarNexus account, by default the first part of it looks like this:
<!-- INSERT THE FOLLOWING SECTIONS BEFORE THE </head> TAG -->
<script>
function handleSolarNexusResponse() {
alert('Thank you! We will contact you as soon as possible.');
}
</script>
<script src="https://app.solarnexus.com/javascripts/external_form/capture.js?1493165899"></script>
<script src="https://app.solarnexus.com/javascripts/external_form/json2.js?1493165899"></script>
<link rel="stylesheet" media="screen" href="https://app.solarnexus.com/stylesheets/external_project_form.css?1493165899" />
As it notes, you should paste this into the <HEAD> section of the page the form is on.
After a customer fills out the form, clicks the Send button and the lead is successfully submitted, the handleSolarNexusResponse() method will be called. To customize the action taken after the lead is successfully submitted, all you need to do is insert the Javascript code for your custom action into this method.
For example, to redirect the customer to a "thank you" page on your website, you might implement handleSolarNexusResponse() as follows:
function handleSolarNexusResponse() {
window.location.href = "http://yoursite.com/thankyou";
}
Note that if you'd prefer, you may move handleSolarNexusResponse() into a separate Javascript file that gets included by the main page.