Lookup company phone numbers with a click. Often leads will come into salesforce.com with out correct phone number data, for any number of reasons (the lead capture form was filled out with bad/incomplete data, etc.). However, people often don’t have a problem providing their zip code, or high level address information.

This tool lets you still turn these leads into workable records by doing a quick lookup online, using a custom link to Google Local, which acts like an online yellow pages.

Lookup company phone numbers with a click. Often leads will come into salesforce.com with out correct phone number data, for any number of reasons (the lead capture form was filled out with bad/incomplete data, etc.). However, people often don’t have a problem providing their zip code, or high level address information.

This tool lets you still turn these leads into workable records by doing a quick lookup online, using a custom link to Google Local, which acts like an online yellow pages.

If you have multiple web-to-lead forms on website you might want to automatically pass hidden data behind the scenes. For example, what web page generated the lead, was it a search engine referral, or what email campaign did the prospect respond to?

There are two ways to do this. Create a hidden custom lead field in the web-to-lead html or auto-assigning a campaign (also with a hidden field).

Here are some html samples of the different cases:

1) Here’s just a standard input field created by the web-to-lead html generator (simple text box to enter Company name in this case):

Company: <input name="company" id="company" type="text" size=20 maxlength=80><br>

2) To submit a custom lead field with a Web-to-Lead submission, but hidden from user:

<input type="hidden" name="00N30000000lNRn" id="00N30000000lNRn" value="Sample Hidden Input">

(* Note that the ‘name’ and ‘id’ values are the sfdc assigned ID of the custom field…not the text name you give the custom field when you created it. ‘value’ is just whatever data you want auto-submitted into this field to show on the resulting lead record)

3) Auto-assign a campaign, hidden from user (shows in the Campaign History related list on the lead record)

<input type="hidden" name="Campaign_ID" id="Campaign_ID" value="70130000000106z">

<input type="Hidden" name="member_status" value="Responded - Attending">

Again, the sfdc assigned ID of the campaign is used as the ‘value’…not the text name.

John Meeker – Sales Engineer

If you have multiple web-to-lead forms on website you might want to automatically pass hidden data behind the scenes. For example, what web page generated the lead, was it a search engine referral, or what email campaign did the prospect respond to?

There are two ways to do this. Create a hidden custom lead field in the web-to-lead html or auto-assigning a campaign (also with a hidden field).

Here are some html samples of the different cases:

1) Here’s just a standard input field created by the web-to-lead html generator (simple text box to enter Company name in this case):

Company: <input name="company" id="company" type="text" size=20 maxlength=80><br>

2) To submit a custom lead field with a Web-to-Lead submission, but hidden from user:

<input type="hidden" name="00N30000000lNRn" id="00N30000000lNRn" value="Sample Hidden Input">

(* Note that the ‘name’ and ‘id’ values are the sfdc assigned ID of the custom field…not the text name you give the custom field when you created it. ‘value’ is just whatever data you want auto-submitted into this field to show on the resulting lead record)

3) Auto-assign a campaign, hidden from user (shows in the Campaign History related list on the lead record)

<input type="hidden" name="Campaign_ID" id="Campaign_ID" value="70130000000106z">

<input type="Hidden" name="member_status" value="Responded - Attending">

Again, the sfdc assigned ID of the campaign is used as the ‘value’…not the text name.

John Meeker – Sales Engineer

Every wondered how to associate a specific campaign with leads captured on your website? It’s a pretty common question.  

Essentially you need to create a different web-to-lead "jump page" for each campaign you'd be running...

The following code will need to be included in the HTML of the web-to-lead page in order to associate the leads submitted with the campaign:

<input type="HIDDEN" name="Campaign_ID" value="7013000000004ko"></select><br>
<input type="HIDDEN" name="member_status" value="responded"> 

When someone adds their information from this web-to-lead page, it will link their lead record with the campaign based on the campaign ID field, with a responded status for that campaign.

For a full explanation view the post in the online community.  You might also reference the Measuring Marketing Effectiveness presentation from Dreamforce.

Every wondered how to associate a specific campaign with leads captured on your website? It’s a pretty common question.  

Essentially you need to create a different web-to-lead "jump page" for each campaign you'd be running...

The following code will need to be included in the HTML of the web-to-lead page in order to associate the leads submitted with the campaign:

<input type="HIDDEN" name="Campaign_ID" value="7013000000004ko"></select><br>
<input type="HIDDEN" name="member_status" value="responded"> 

When someone adds their information from this web-to-lead page, it will link their lead record with the campaign based on the campaign ID field, with a responded status for that campaign.

For a full explanation view the post in the online community.  You might also reference the Measuring Marketing Effectiveness presentation from Dreamforce.

Defining your processes is fundamental to the success of your organization. If you can map out how the customer flows through the lead lifecycle it’s easy to customize salesforce.com to fit your business. You can determine where you need web-to-lead forms, how leads should be routed, what is the standard follow up process, and where you need to create reports to measure progress. You'll also find that this is a very valuable tool when it comes to training new reps and aligning different business units.   

This presentation is available in PowerPoint.

Defining your processes is fundamental to the success of your organization. If you can map out how the customer flows through the lead lifecycle it’s easy to customize salesforce.com to fit your business. You can determine where you need web-to-lead forms, how leads should be routed, what is the standard follow up process, and where you need to create reports to measure progress. You'll also find that this is a very valuable tool when it comes to training new reps and aligning different business units.   

This presentation is available in PowerPoint.

If you’re a salesforce.com customer there's no excuse for not using the standard website integration to capture leads, profile their interest and more efficiently service customers. It takes minutes to set up, requires very little technical knowledge, and makes an enormous impact on user adoption.

This presentation below addresses basic setup and strategy for new users and then dive into advanced integration topics including referral tracking and using cookies to recognize return visitors.

Website Integration with Salesforce.com

If you’re a salesforce.com customer there's no excuse for not using the standard website integration to capture leads, profile their interest and more efficiently service customers. It takes minutes to set up, requires very little technical knowledge, and makes an enormous impact on user adoption.

This presentation below addresses basic setup and strategy for new users and then dive into advanced integration topics including referral tracking and using cookies to recognize return visitors.

Website Integration with Salesforce.com

If you’re involved with your companies web or email marketing, it’s worth subscribing to Jakob Nielsen’s Alertbox.

This article is a great example of his work. “B2B websites must support a more complex buying process than B2C sites. Three key goals are to make a buyer's shortlist, offer a downloadable advocacy kit, and build a reputation for great service.” Read More

If you’re involved with your companies web or email marketing, it’s worth subscribing to Jakob Nielsen’s Alertbox.

This article is a great example of his work. “B2B websites must support a more complex buying process than B2C sites. Three key goals are to make a buyer's shortlist, offer a downloadable advocacy kit, and build a reputation for great service.” Read More