Examine the use of a Salesforce native web-to-lead feature that allows marketing professionals to capture up to 500 leads per day from their own website. Also, learn how to set up the form.
- [Instructor] Marketing professionals are always on the lookout for new prospects, and your company's website is a proven way to capture leads from someone who has already expressed an interest in what you're doing. Be sure to invite these highly qualified prospects to reach out to you using a web form. The beauty of this is that Salesforce allows you to set up a web-to-lead form which automatically adds the prospect directly into your Salesforce account, and provides immediate visibility of that lead. You can capture up to 500 leads per day with the web-to-lead feature.
Let's have a look at it. First, we need to be signed in, and we're starting at the Home tab. Let's go ahead and click on the gear cog icon and then click Setup. From this new tab, let's go ahead and search over here on the quick find. We'll type the word web. From here, let's select the web-to-lead feature. Now, over here, let's click on Create Web-to-Lead Form. Now, what we can do here is we can push fields back and forth.
The available fields are the ones that we can add to the form, and the selected fields are already on the form. Let's go ahead and make some changes. I'm going to remove a couple of fields, and I'm going to go ahead and add one field, which is the phone number field. You can also move fields up and down by selecting them and clicking on these buttons right here, up and down. Now, after users submit to your web-to-lead form, they'll be taken to a URL, and that URL is like a thank you page that you can set up. I have a very simple one here, and I've already set it up on my computer just for the demonstration.
Obviously your team can make a more stylish and interesting form than this. I'll go ahead and copy the URL, and I'll flip back over and I'll paste it in here under the Return URL section. Before we continue, I want to mention that ReCAPTCHA is recommended for use with the form to prevent automated computers from posting on your organization's forms online. It's also a free service offered by Google. I recommend you check it out, and you can learn more by visiting the URL on the screen.
I won't be using ReCAPTCHA, that way we can speed up the demonstration, so I'll uncheck this box and I'll click Generate. Now, we have the code here for our form. We can have our web designer make this part of a website, and they can pretty up the form and make it look better and more professional. We'll use a simple form just to test and make sure it's working correctly by going ahead and selecting all of this code, and we'll copy it. Now, once I've copied it, I've got that code sitting in my clipboard.
I can now use a plain text editor called Notepad to show how the form works. Now, Notepad comes pre-bundled with my Windows computer's operating system. For Mac users, this would be called Text Edit. Now, I'll go ahead and open up Notepad. I'll press on the Windows button, and I'll type the word Notepad. And once I do that, I can see the Notepad app right here. I'll go ahead and open it up. I'll paste in the code for my web-to-lead form, and then I'll use the File option and I'll click Save As.
I'll need to save as an HTML form, so I'll go ahead and change this to All Files. Now I'll go ahead and give it a name. And I'll put an HTML extension, that way it'll open up in Chrome, my web browser. Then I'll click Save. Let's go ahead and close Notepad, we don't need that any more. We'll minimize our browser here, and we can go ahead and open up the test form. Now I'll go ahead and click Submit.
And here's our confirmation page. Now let's head back over to Salesforce, and we'll do a search for Nathan in our leads. I can now see the lead in our system. And there it is. Now I'll head back over to Setup and I'll show one more option. Let's go back to the web-to-lead feature over here on the left-hand side, and then let's click on Edit. Over here we can turn the form on and off using this checkbox. We can also set the default user, who will own all of the leads generated from the form.
We can click on the finder here, and we can change the username and select the user that will own all the leads when they come in from the website. Now, over here is where we can set the default email template that can be associated with the form to send the new prospect an email after they've submitted their information on the form. When we're done, we can click Save. Leads generated this way will possess the default status specified by the lead status pick list and they're marked as unread by default.
To quickly locate these leads, the assigned user can view their unread leads within the Leads tab under Views. The web-to-lead capture feature is a great way for Salesforce marketing professionals to gain a competitive advantage and to streamline lead capture from the web.
- Connecting with sales teams
- Using workflows for success
- Leveraging community resources
- Digital commerce solutions
- Best practices for email marketing
- Scoring leads
- Managing the lead life cycle
- Finding new prospects for marketing initiatives
- Measuring campaign success