Salesforce.com

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Salesforce.com

• Web to Leads

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Web to Leads

• A web to lead provides users the ability to
  gather information from their website visitors
  which automatically tracks and stores in
  salesforce.
• You can use standard lead fields on this form
  such as name, address, email, phone number, lead
  source etc. in addition to any custom field.
• Salesforce provides you the ability to easily add
  a custom field such as program of interest to a
  form.
• If you have a basic understanding of html, you
  can also include hidden fields, identify a
  specific value for these fields, as well as
  format the form fields.

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Web to Lead-Best Practices

• Establish a Campaign in order to group the
  incoming form leads
• Be sure to include the following hidden fields
• Record type id so the lead data tracks to your
  salesforce group
• Web to lead check box to denote the origin of the
  lead
• Assignment Rules-determine lead ownership
• Use Assignment Rules to specify criteria on which
  to base the assignment
• If you wish to notify a group of users, create a
  queue (user group) (If one isnt already created
  for you)
• Create a customized email template to be sent to
  co-workers notifying them of the new lead (msg
  can contain merged fields including prospective
  contact info)

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Web to Lead-Best Practices

• Autoresponse (Optional)-If you would like to send
  the prospective student an email after completing
  the form
• Create an email template to be sent to the
  prospect. This msg can contain merged fields for
  a more personalized letter
• If you are using Google Analytics or Google
  Adwords be sure to add the tracking code to the
  web page of the form

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Marketing via Salesforce
Send email blasts
Online Advertising
Include URL directing leads to online form
Online form collects data and tracks in Salesforce
Create an automated email notification which s
immediately sent back to end user
Create a assignment rule that delegates an email
notification to a coworker to contact lead within
minutes
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Web to Leads

• Steps to Creating a Form

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Web to Lead

• Generate the Web to lead HTML code in the setup
  area of salesforce
• You will find the web to led feature under the
  App Setup category
• Then select customize ? leads ? web to lead

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Web to Lead
Use the Generate Web to Lead Form button to
access the creation area
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Web to Lead
Select your fields, specify the order, then use
the Use the Generate button to retrieve the
html code for your desired fields
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Web to Lead
Copy and paste the text into an html editor or
notepad to edit the code. Then add the final
code to the desired webpage.
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Tips for Editing the Code

• The first time you create a web to lead form you
  will need to edit the code that is generated .
• Once you customize the code you can use this as a
  template moving forward.
• You can generate code for additional fields as
  needed and simply add this code to your template
• Be sure to also update the campaign id when
  re-using the template
• It is a best practice to specify a campaign id in
  the code

You can find the campaign id at the end of the
campaign url. You can also add the campaign id
field to a report in order to locate the value
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Tips for Editing the Code

• You may also want to establish a member status
  value. For example you may want a lead (that
  completed the form) associated with a campaign to
  contain a value of Responded
• You may need to edit picklist fields as they will
  contain values associated with all record types.
  
• You will also need to edit the lead record type
  field as it lists all types affiliated with the
  org
• If desired you can change the field label or
  establish a required field with simple html edits

SCI-Please consult your data dictionary for a
list of acceptable values
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Web to Leads

• Assignment Rules

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Assignment Rules

• Prior to establishing an assignment rule be sure
  you have an email template setup. This template
  will be used to notify staff member(s) of a new
  lead
• If you wish to notify more than one user be sure
  to create a user queue (if one is not already
  established) with one generic email address (with
  multiple recipients) to route these emails to
  the group
• Be sure to include your lead record type as part
  of the filter criteria in the lead assignment
  rules.
• You should create multiple assignment rules if
  you would like to send out a customized Auto
  Response to the prospect based on the data
  entered (ex program of interest)

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Assignment Rules

• Create Assignment Rules in the setup area of
  salesforce
• You will find the Assignment Rules feature under
  the App Setup category
• Then select Customize ? Leads ? Assignment Rules

Please Note Access to the assignment rules area
does vary depending on your profile settings.
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Assignment Rules
Click New to create a new assignment rule
Please Note Access to the assignment rules area
does vary depending on your profile settings.
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Assignment Rules
Specify the sort order, set criteria, specify the
user to be assigned the lead and choose an email
template for the notification
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Web to Leads

• Auto Response Rules

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Auto Response Rules

• Prior to establishing an Auto Response rule be
  sure you have an email template setup. This
  template will be used to notify staff member(s)
  of a new lead
• If you wish to have multiple Auto Response
  messages based on the data entered (ex program of
  interest) be sure to create multiple customized
  email templates in advance for each response
• Be sure to include your lead record type as part
  of the filter criteria in the lead assignment
  rules.

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Auto Response Rules

• Create Auto Response Rules in the setup area of
  salesforce
• You will find the Assignment Rules feature under
  the App Setup category
• Then select Customize ? Leads ? Auto Response
  Rules

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Auto Response Rules
Click New to create a new Auto Response rule
Please Note Access to the Auto Response rules
area does vary depending on your profile settings.
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Auto Response Rules
Specify the sort order, set criteria, specify the
user in to appear as the sender of the message
(notifier name/email) which is required as well
as an email template for the message
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Web to Leads

• Email Templates

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Email Templates

• Salesforce provides the following categories of
  email Templates
• Personal (your use only)
• Public (available to group or org wide)
• There are 4 different types of Email Templates
  you can create
• Text
• HTML with Letterhead
• Custom HTML
• Visualforce

Please Note All users can create text email
templates, however access to the other options
vary depending on your profile settings.
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Email Templates

• All of these email templates can include
• Text
• Merge fields
• Attached files
• Email templates used in the following features
  must be both public and active
• Web-to-Lead
• Assignment rules
• Auto-response rules

Please Note All users can create text email
templates, however access to the other options
vary depending on your profile settings.
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Letterheads

• Create Preset Formats for your templates using
  Letterheads
• These preset features can include
• Text Settings
• Page color
• Section Dividers (border lines)
• Logo

Please Note All users can create text email
templates, however access to the other options
vary depending on your profile settings.
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Personal Email Templates

• Create a Personal Email Template in the setup
  area of salesforce
• You will find the Email Templates feature under
  the Personal Setup category
• Then select Email? My Templates

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Public Email Templates

• Create a Public Email Template in the setup
  area of salesforce
• You will find the Email Templates feature under
  the Personal Setup category
• Then select Communication Templates? Email
  Templates

Please Note All users can create text personal
email templates, however access to the public
templates vary depending on your profile settings.
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Email Templates
Click New Template button to create a new
personal email template
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Text Email Templates
Select Text email template and click Next.
Please note that options may vary depending
on your permission settings.
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Text Email Templates-Edit Mode
Use the available merged fields list to
customize your message
The red fields are required (the template unique
name field will automatically populate)
Select the type of email template you wish to
create and click Next. Please note that
options may vary depending on your permission
settings.
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Text Email-Sample
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Letterheads

• Create Letterhead in the setup area of
  salesforce
• You will find the Email Templates feature under
  the Personal Setup category
• Then select Communication Templates? Letterheads

Please Note All users can create Letterhead,
access varies depending on your profile settings.
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Letterhead Email Templates
Select HTML (using Letterhead) email template
and click Next. Please note that options
may vary depending on your permission settings.
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HTML Using Letterheads
The red fields are required (the template unique
name field will automatically populate)
The use of Letterhead is useful if you are
looking to standardize your templates with the
same format, logo, and appearance
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Letterhead-Edit Mode
Use the Edit buttons to modify the various
sections of the letterrhead
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Letterhead-Sample
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Using Custom HTML (without using Letterhead)
Select Custom (without using Letterhead) and
click Next
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Using Custom HTML (without using Letterhead)
The red fields are required (the template unique
name field will automatically populate)
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Using Custom HTML(without using Letterhead)-Edit
Mode
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Using Custom HTML(without using Letterhead)-Sample