Below are the Web Developer instructions to implement forms on your website. Pass these instructions to your Web Developer.
Note: If using Wordpress JavaScript cannot be added to post content without a special WordPress Plugin that removes the filters that prevent unwanted code within the post content area, for the protection of the user. Connective use this plugin. https://wordpress.org/plugins/raw-html/
What is the Lead Capture form?
The Lead Capture form is a useful tool that enables you to capture important data from potential customers. It can be configured to match your branding colors and can easily be added to any space on your website. Learn how to add the Lead Capture form to your website by following these simple instructions.
Copy provided HTML code to your website
In the Admin tab, click Integrations from the left-hand panel.
Select the entire HTML code (pictured below).
Click Copy.
Go to your website and paste the HTML code where you want the Lead Capture form to appear.
Note: If you have a CRM using virtual branches you can generate a separate Lead Capture code for that branch. Grant a user in that branch Partner Level access. The branch lead capture code will be generated when that account accesses the Integrations section.
Note: Ensure the Lead Capture expiry date has not lapsed. Click Reset Token to move expiry date forward.
Adding the website into Mercury Nexus
Add the Lead Capture form to your website by following these steps:
In the Admin tab, click Integrations from the left-hand panel.
Paste the website page address of the website where the html form will be added to in the Allowed Domains text box.
Note, if your site is a WIX site you will need to add another url. Right click to view the source code and hit CTRL+F to search. Search for 'usr' and copy the url
It will look similar to this https://www.connective.com.au.filesusr.com/
Configure your company colors
You can change the primary, secondary and default colours to match your branding.
In the Admin tab, click Integrations from the left-hand panel.
Click on the Lead capture form colour picker link.
Along the bottom of the screen, you will see the Colour Pickers bar.
Choose the primary, secondary and default colors.
Click Submit
Choose how you would like to be notified
You can choose to be notified of a new lead via email or SMS.
In the Admin tab, click Integrations from the left-hand panel.
Type in your email address if you would like to receive email notifications.
Type in your mobile number if you would like to receive SMS notifications.
Click Save.
Note: If the Apply Now form is not loading on first click, try changing from the web design application internal URL to an external URL.
Note: The Lead Capture will create a new Contact and Opportunity each time a user submits using the form. It does not cross-reference existing records so can create duplicates.
If you are interested in adding a short contact us form to your page, see article: Contact Us Form