Custom Lead Capture Setup MarketSharp Custom Lead Capture allows leads from web sites and/or internet lead providers to flow directly into the database. MarketSharp creates the html code needed for the web site to capture lead data directly into MarketSharp. Potential customers are able to visit a company web site, enter their contact information and a lead record will be created in MarketSharp. To Add a Lead Capture Click the Admin link from the drop-down in the upper right corner of MarketSharp. Click Custom Lead Captures under the Lead Capture Setup box
Click Add Lead Capture
Enter the Internet Lead Provider Name, configure what the Lead Source should be, choose which Marketing Queue should be attached to each lead, and finally select who should be notified of new leads generated. Successful and error URL are used to redirect people on your company website to the appropriate page depending if their form submission was successful or not, so it is not always needed for all custom lead captures. You can leave these fields blank if you are setting up a lead capture that is not for the company website. After configuring the lead capture, click Save
NOTE: It is highly recommended that Activity Processes are attached to each lead capture. This could be something as simple as an email out to touch base. The sooner new leads are contacted, the better! Click Get HTML Code.
This code is used to push leads into MarketSharp. Provide the code to the appropriate person at the lead capture company you are integrating with to complete the integration. (Note: this is an important step! If the lead capture company does not have the HTML code, the integration will not be complete and leads will not come in to your Marketsharp account) They styling of the form may be changed as well. Test the new form using the Test Form link. Any information entered on the test form will generate with the words TEST DATA in the name.