Sync Pages and Forms with your CRM – Leadfwd

The LeadFWD SymSync module makes connecting landing pages and forms with your CRM a breeze. The integration between our Landing Page Builder and your CRM database (via SymSync) enables users to create high impact lead generation forms that feed directly to their instance. Additionally, we allow landing page conversions to sync with Marketing Lists as well. We allow you to choose from one of nine of our flex templates, each with different designs and each with a different purpose in mind. In this article we'll explain each of the steps required to build a successful landing page and form.

Requirements

Pro Marketer Plan or Campaign Plan
Compatible CRM integration (Sugar/Suite/Salesforce) successfully installed and configured - or - Successfully import a Marketing List through our List Manager
Enable SymSync for at least one module: Leads, Contacts, Accounts or Targets

#1. Choose a CRM or Marketing List from 'Sync This Form With'

This will be the list that a new record is created as within your CRM or Marketing List. You will only be able to choose from modules that are configured with SymSync as CRM Lists in your LeadFWD platform as well as any Marketing Lists that you have imported. Don't know how to import Marketing Lists, click here!

Another thing you'll want to take full advantage of is sending an alert to any email address/es of your choosing. All you have to do is type in the email addresses separated by a comma. When the recipient fills out the form, an email alert will be sent out to your agents showing the name of the form, as well as all the form submission data your lead provided. That's handy!

Duplicate Records

In the event of a submission by a contact that already exists in your module, we will simply add a record to the existing targets timeline indicating that they completed the form. We will not create a duplicate record.

Example: if John Doe (john.doe@acme.com) already exists as a Lead record in your CRM and John converts on a form that is mapped to your Leads module, then we will simply record the event under the Landing Page reports as well as John's timeline.

#2. Customize the Color Scheme

So the next thing you're going to want to do is select your color scheme. You have the ability of creating a very specific color for each and every one of the sections of the form. Want to have some uniformity? Not a problem, just make sure to replicate the RGB value for every one of the sections so that the whole form will be the same color.

#3. Customize the Font Scheme

Next, you're going to want to move to the next tab of the landing page builder, which will be your Font Scheme. Here, you can select the size, style, and color of the font for your Main Title, Form Title, Field Title, and Field Description. Once that's been configured, you're ready to design the nuts and bolts of the operation.

#4. Customize the Form Field Information

The second step to successfully connecting a form to SugarCRM is to map your form fields to default and/or custom fields that exist within your CRM module. This is also true for default or custom data fields you create when using a Marketing List.

Under each field property

you will find a 'MAP FIELD TO' drop menu.

If the list is not showing all of the fields that exist for your module, that means the field(s) has not been configured under SymSync. You'll need to select them individually from SymSync by selecting to perform a Manual Sync and then selecting the missing fields.

If using a Marketing List and the field(s) has not shown up, then you will have to go into the List Manager--Select Marketing List and make sure you created the data field(s).

*Note- If you are using a multiple select form field (checkbox form field) and you want to map it to a multiple value field in SugarCRM (drop-down), you will need to match the label value exactly with the values in SugarCRM. To give an example, if your SugarCRM drop-down had the options of:

Example Test 1

Example Test 2

Example Test 3

In order to ensure that the mapping functionality will work, you would need to write the options for the Checkbox form field as follows:

Example_Test_1

Example_Test_2

Example_Test_3

So you see? It won't look as appealing to a lead. In order to prevent this, we highly recommend mapping your multiple select form fields (checkbox form field) to a simple SugarCRM [text] field. All that will happen is the form selections will map horizontally, separated by commas. You'll still get the mapping functionality, lead-scoring, and the ability to pull records into a workflow based on the value of the data field.

#5. Optional Customization

So you may notice with all of our landing page templates that there are "Content Blocks". These blocks allow you to make your landing page that much more awesome. With content blocks, you can embed Youtube Videos, import images and/or create tables. It will appear as a basic WYSIWYG editor when you click on a content block to edit.

If you would like to embed a youtube video, click on the youtube icon and you'll be taken to this screen:

As you can see, you can configure iframe size, start the video at a certain time, as well as enable suggested videos or privacy-enhanced mode.

If you would like to insert a table, click on the table icon (next to the youtube icon) and you'll be taken to this screen:

You can be very basic, or get into the real nitty gritty of designing a table. As you can see, the basic elements are there, but if you click on the advanced tab, then you can configure a style, any stylesheet classes, an Id and language direction.

Last but not least, you can simply import images into content blocks, seen here:

You can upload an image, or browse your creative sever for previously used images. Then all you have to do is make sure the dimensions are correct, as well as configure any of the other desirables and BOOM, you're all set to go.

Finally, once you're done editing your landing page, click on "Save and Preview" in the top right hand corner. You'll be taken to a preview of your completed form.

All you have to do is click "Finish and Publish" and you will be taken to the this screen. As you can see, we populate a custom URL for you to utilize in email campaigns, social media, etc. We also provide the code for our form fields for you to embed on your domain over any sort of style sheet your web developers have cooked up.

What's New

Additional enhancements V6 Release Summer 2016

Send Automatic Alerts to Email Address/es upon Successful Form Submission
Allow Conversions From Existing Targets Only
Disable Auto-Fill for Known Targets
Limit Total Submissions
Disable Field Editing for Known Targets
Populating Hidden Fields using [today] or [now] tags

These enhancements allow for greater flexibility and accessibility when leveraging our landing pages/forms.

Let’s detail out the specifics of each enhancement below.

Send Automatic Email Alerts upon successful submission

When adding email address/es into the on-submit field, an automated email alert will be sent to the designated email addresses notifying the recipient of the form submitted on, as well as all form information.

An impactful use case for the on-submit function is to notify sales agents of a newincoming lead.

Allow Conversions From Existing Targets Only

When selecting the checkbox “Allow Conversions From Existing Targets Only” you’re limiting this form to only accept submissions from existing records within LeadFWD. The email address will be used as our key identifier to detecting existing records.

A powerful use case for this enhancement arises when forms are intended for specific recipients or to control the creation of new data.

Disable Auto-Fill for Known Targets

When selecting the checkbox “Disable Auto-Fill for Known Targets” you’re removing any auto-fill functionality from the landing page. By default, landing pages will auto-fill fields from known targets within our platform. A known target is defined as a record with a unique tracking cookie embedded on their browser from either an email link click or a form conversion. Learn more about visitor tracking.

Limit Total Submissions

When selecting the checkbox “Limit Total Submissions” you’re prompted to select a submission limit on the number of total submissions your form will accept. Upon hitting the submission limit you’ll have the option to:

Show an Alert Message
Redirect to a Page
Hide Submit Button

This enhancement becomes beneficial when leveraging our forms for RSVP or event sign-up with a certain attendee capacity. Upon reaching the submission limit, your form will no longer accept new submissions and follow the options listed above.

Disable Field Editing for Known Targets

When selecting the checkbox "Disable Field Editing for Known Targets" you can define certain fields to be non-editable when data is auto-filled.

This enhancement is field specific, meaning you can leverage/activate this enhancement on individual fields. (ex. Remove access to edit name and email address field once auto-filled but allow mobile number field to be changed.)

This enhancement when leveraged is a powerful tool for those concerned with data integrity and cleanliness of data. You can remove the risk of known visitors using alternative email addresses and avoid unintended data changes in your CRM.

Populating Hidden Fields using [today] or [now] tags

You can now update a data field in either a CRM or Marketing List with the date or date/time a record converted on a form. The [today] tag must be mapped to date type field in the CRM while the [now] must be mapped to a date/time type field. Mapping either tag to the incorrect field type will result in an inaccurate timestamp of the conversion.

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