How to use Salesforce Web-to-Lead In Cs-cart
Web-to-Lead is an inbuilt feature of Salesforce which allows the site owner to collect up to 500 leads per day with the prospecting data from your company’s website visitors. You can also redirect prospects to other web pages that are critical to campaign success. To use this functionality, you don’t need to install any package of the salesforce. Web-to-Lead is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Create Web-to-Lead Basic Form
- Open your Salesforce org
- From Setup, enter Web-to-Lead in the Quick Find box, then select Web-to-Lead
- To create the form, click on “Create Web-to-Lead Form”.
- To edit form settings, add template & reCAPTCHA, You can follow this link: https://help.salesforce.com/articleView?id=setting_up_web-to-lead.htm&type=5
- Now you can customize your form fields & also you can set the return URL of the form.
- Return URL is a page where you want to redirect customers after form submission eq. “Thank You” page
- After form fields selection click on the “generate” button.
- Now copy the HTML code to add form in your website & click on the “Finished” button
Successfully, we have created a Web-to-Lead Form, Now we will learn here, How we will use this copied code in our Cs-cart Store to collect leads in my Salesforce Org.
Use HTML code on the Cs-cart to collect leads
- Open your Cs-cart Admin Panel
- To use this script in the Cs-cart store, we will create a page.
- To create a page, go to Websites -> Pages
- Now click on “+” icon & choose “Add page” to create a page
- Ok, now you are on a “New Page”.
- Choose “- Root level page – ” for the Parent page.
- Write “Customization” for Name text Field.
- Under “Description” click on left-top code icon & add copied code here.
- Choose “Status” as active & click on the “Create” button.
Now we will remove extra comment & tag from HTML script.
- Remove all comments From Code.
- Remove “Meta” tag From Code
- Add style for each input element.
Style="margin-bottom:10px; width:100%"
Now your code will look like this. Now, update your page
Add Page Navigation In Quick Menu of Cs-cart Storefront
- Open your Cs-cart admin panel
- Go to “Menus” under “Design” in the top bar.
Now click on “Quick Links” action dropdown & Choose “Manage Items”.
Now click on “Add item” to add a new menu item to show the “Customization” page link on Cs-cart Storefront.
Add menu item details here.
- Choose “- Root level -” for Parent Item.
- Write “Customization” for the Name text field.
- Select the “Customization” page for Generate Submenu.
- Now click on the “Create” button
It will look like this on the storefront of cs-cart. As the customer will fill this form & submit it, A new lead will be generated in salesforce org.
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