1 / 7

Testing and Configuring Web Capture Module for Lead Management

This guide covers the configuration and testing of the Web Capture Module, focusing on how to handle web lead formats for email campaigns. It illustrates various email formats for capturing leads, including sales opportunities and newsletter subscriptions, complete with placeholders for contact details. The instructions emphasize how to test email functionality using a simple email application, ensuring that all tests are conducted in plain text format. After testing, you can share email specifications with your web designer for implementation.

ishmael-zamora
Download Presentation

Testing and Configuring Web Capture Module for Lead Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Examples and how to test WEB CAPTURE MODULE

  2. Configuration

  3. Web lead format Subject: Web Lead BODY of email: [#COMPANY_NAME#] Mega Corporation [#CONTACT_TITLE#] Ms [#CONTACT_FIRSTNAME#] Nikki [#CONTACT_LASTNAME#] Burrows [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#ISHOMEADDRESS#] False [#ADDRESS1#] 554 Market Street, Ste 904 [#ADDRESS2#] [#CITY#] San Francisco [#STATE#] CA [#CODE#] 94104 [#COUNTRY#] USA [#COMPANY_PHONE#] 415-123-4567 [#COMPANY_KEYWORD#] Web Lead [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2 [#CONTACT_PHONE1#] 415-999-9999 [#CONTACT_USER01#]<shirt size> XL [#CONTACT_USER02#]<favourite sport> AFL [#CONTACT_USER03#]<team> Sydney Swan [#CONTACT_BIRTHDATE#] 08/04/1984 [#CONTACT_NOTES#] need a great CRM that is easy to use Use the same merge codes as you do for email and Word merge. Optionally, for better readability, you can include the custom caption in <> brackets. Whatever is between <> brackets will be ignored

  4. Subscribe/Unsubscribe format Subject: Newsletter Subscribe BODY of email: [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2 Subject: Newsletter UnSubscribe BODY of email: [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2

  5. Sales Opportunity format Subject: Sales Lead BODY of email: [#COMPANY_NAME#] Mega Corporation [#CONTACT_TITLE#] Ms [#CONTACT_FIRSTNAME#] Nikki [#CONTACT_LASTNAME#] Burrows [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#ISHOMEADDRESS#] False [#ADDRESS1#] 554 Market Street, Ste 904 [#ADDRESS2#] [#CITY#] San Francisco [#STATE#] CA [#CODE#] 94104 [#COUNTRY#] USA [#COMPANY_PHONE#] 415-123-4567 [#COMPANY_KEYWORD#] Web Lead [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_PHONE1#] 415-999-9999 [#CONTACT_USER01#]<shirt size> XL [#CONTACT_USER02#]<favorite sport> NFL [#CONTACT_BIRTHDATE#] 08/04/1984 [#OPPORTUNITY_SUMMARY#] This is where you collect a 1-line description of what they want [#OPPORTUNITY_FORECAST#] Not Forecasted [#OPPORTUNITY_Category#] Opp Category1 [#OPPORTUNITY_USER01#] 5 [#OPPORTUNITY_USER02#] Data for user-2 field [#OPPORTUNITY_YesNo1#] YES [#OPPORTUNITY_YesNo2#] NO [#OPPORTUNITY_DESCRIPTION#] This is where you collect the multi-line description of what the web lead wants Line 2 description Line 3 description

  6. How to implement & test • You don’t have to have your web form fully designed in order to test the emails that the Web Capture module will be processing • Once you have created the email account for Web Capture processing you can use your email application (e.g. Microsoft Outlook) to send test emails. The important thing to remember is that the emails you send must be in text format, not in HTML or Rich text format. • When you’ve successfully tested all the email templates you intend to use, simply pass them on as specificationsto the web designer

  7. Receiving the web information

More Related