Web Lead Forms offer you a mechanism by which your own potential customers can fill out their details on your website and have this create a Lead record in The Layer for you to follow up on.
Details recorded includes:
Contact information of the user filling out the form
Details on up to two existing contracts that will form expiries
To help you incorporate a web lead form with your site, The Layer offers the Web Lead Helper. This tool, accessed from Settings, details the supported data fields and other information needed.
The purpose of this helper is to provide a reference from which HTML snippets can be copied and pasted into your own site's code.
The following will be detailed:
Most lead properties
Lead custom fields
The latter are variables that are not shown to your customer but are required for a functioning form. These are detailed in their own section.
The video guide before will give you a detailed look at this feature.
The Sample Form section provides HTML for a form that includes all of the fields and variables mentioned in the helper. This can be copied and pasted into the website's source to create a very basic form. Alternatively, parts can be selected for inclusion in an existing HTML document.
Please note that the code here covers only the means to create simple controls that provide a means for the customer to enter their details. There is no code that will dictate validation or presentation.
The API and IdHash code must be included as they are presented.
The two URL fields allow you to enter the address for both a successful and failed submission.
The helper page indicates the mandatory fields for a lead in The Layer. The code in the sample form will also highlight these with an asterisk.
It is important to note, however, that these fields are not actually mandatory for the sake of a successful web lead submission.
We suggest that you add your own validation code to your site in order to dictate which fields you require to be populated.
You may also wish to replace the default sample date field inputs with date picker controls. If any invalid dates are entered, the date of submission will instead be used.
You may elect to include fields that allow the user to enter details for two of their existing contracts. These will be converted into expiries in The Layer.
Providers and plans will be matched with the options in your instance of The Layer, where possible.
If the provider name does not match any of your existing ones, it will be added temporarily to that particular lead only.
If the Plan Type does not match your Product Types, it will still be entered in the Plan Name field. If it does match, it will be entered in the first field, which will be shown in any lead work stack views.
Tip: For this reason, you may wish to use a drop-down list containing your own product types when setting up the form on your website.
Below is an example of entered values, and how these translate to expiries in the system.
For the first example, the plan and provider fields match a plan type and supplier in The Layer, so those values are assigned.
Lead Source - potential to support multiple forms
Source is a hidden value that should be defined in your form. This will populate the field of the same name against the lead record. As a hidden form, this will not be available for the user to change.
The default value is Web, but you may want to change this. If you are intending to use multiple forms, you can set a different values in each one to indicate which web form was used.
<input name="Source" id="Source" type="hidden" value="Web" />