This 'Contact Us' form, once filled in, will populate a Person record and Opportunity into Mercury.
Please follow the steps below to add these to your site:
Copy the source code from the file linked here and paste it into your web page:
Update the following hidden input variables "values":
companyId - Set your Company ID here to push the contact to your company's CRM:
<input name="companyId" type="hidden" id="companyId" value="P20000" />
brokerId - Set this to your Broker ID:
<input name=" brokerId" type="hidden" id=" brokerId" value="CA00000" />
notificationEmail - Set the notification email to the desired email address (if you want someone notified by email when a lead is submitted):
<input name=" notificationEmail" type="hidden" id=" notificationEmail" value="[email protected]" />
The notifications will be sent to the listed Communications email address in Admin App.
notificationSms - Set the SMS notification to the desired mobile number (if you want someone notified by SMS when a lead is submitted):
<input name=" notificationSms" type="hidden" id=" notificationSms" value="0412000000" />
returnUrl - Set the return URL path for when the form has been successfully submitted:
<input name="returnUrl" type="hidden" id="returnUrl" value="http://......" />
categoryIds - Set the categories you would like to assign to the contact when it enters your CRM. To add multiple categories, separate them with a semicolon (;):
<input name="categoryIds" id="categoryIds" type="hidden" value="please add semicolon seperated values" class="hidnfield" />
Here is an example if you want to assign the MM tags:
<input name="categoryIds" id="categoryIds" type="hidden" value="MM - eMag; MM - rba; MM - sms" class="hidnfield" />
synctoDMH - Set the value in this line to "true" to ensure the contact data syncs automatically with Mercury CRM. Set it to "false" if you prefer not to sync automatically:
<input name="addtodmh" id="addtodmh" type="hidden" value="true" class="hidnfield" />
3. Submit a helpdesk ticket to [email protected] to activate these forms on your site. Please include the following information in your ticket:
Website url
Company ID (if you know it)