Associating Web Leads to a Campaign
Mar 9, 2007We recently decsribed the process of setting up web-to-lead forms on your website. In addition, it is also quite simple to auto-associate inbound leads to a Campaign. Every Campaign record in Salesforce has a unique ID, which can be found by looking at the Camapign detail record:
Once you have the Campaign ID, simply insert an additional "hidden" field in your web-to-lead form that passes the campaign ID along with the form submission.
Republish your enhanced form to your website and Salesforce will take care of the rest! Every new lead submission from this form will be automatically associated to your Campaign.
Additionally, we recommend creating unique landing pages for every marketing program. This will allow you to optimize conversion rate by custom tailoring a landing pages to the offer(s) you present in your targeted email, advertising, events, or other. Every landing page can contain unique Campaign ID field and auto-associate new leads to the appropriate Campaign.
You can learn more about Salesforce's lead management features, and how Salesforce CRM Software as a Service can keep your sales lead processes optimized for sales growth.
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I added this on a later post but it is relevant here as well.
If you want to extend the functionality of your landing pages go here:
http://www.skatterbox.com/2007/03/easy-landing-pages-for-salesforcecom.html
This little trick can help you consolidate the amount of landing pages you need to use if you only use a single template.
Its worked really well for me.
Posted by: Luke Newton | March 27, 2007 at 09:06 PM
I created a web form where based on the Link used it passes the partner's prm user account. I then give a link to the partner for them to put on their web site. When a visitor browses the partners web site and clicks the link, the visitor is taken to a form to fill in which creates a lead in SFDC. Once done, the visitor then can run the web tool they clicked the link for. I want to automatically assign that lead to the partner since it was the link on their page that generated the lead.
I can't find a way to use the Web-to-Lead form to auto assign. I can create a custom field and place that in but there is no way to make a workflow rule to auto assign back to the partner.
Posted by: Brian | May 09, 2007 at 01:18 PM
Brian,
I think you auto-assign a lead to a partner if your partner can access leads in your SF account. We do this with our own sales reps.
In Set-up under App Setup>Customize>Leads, there is "AutoAssignment Rules." In there you can set up assignment to go to a rep or a queue based on a variety of filters based on the lead or campaign data.
Let me know if this gets you going. You should not have to use Workflow now.
First, set up a campaign in SF to reflect all leads that will come from the partners site.
Make the URL for your link (from your partner's page to your web form) pass the campaign code on the end (we use "?where=when the lead comes to your web landing page to fill out a form you'll need the URL to pass
Posted by: Tracie | June 08, 2007 at 02:55 PM
Brian,
Ignore the comments about setting up a campaign and then tracking it from the partners site. I started with that idea, then realized you wouldn't have to go through that if you had other fields you could work from in "Autoassignment Rules." Good luck.
Posted by: Tracie | June 08, 2007 at 02:57 PM
Hi,
We use the Web-to-Lead form, but instead sending it directly to the servlet.webtolead we send the info to a php and then to the servlet. I think thats why we are not able to get the leads to a certain campaign.
Could somebody help?
Thanks in advance,
Sait
Posted by: Sait | June 18, 2009 at 08:36 AM
Sales is Essential to any business and marketing is equally as essential.
You need a good marketing team and a good sales team.
We are a small company in Shropshire and our sales team is essential to our business to drive sales.
Posted by: Sharon | July 26, 2009 at 02:16 PM