HTTP Web Form Post
With the paid version of CRM-FREE you can post forms directly from your web site into your database to capture new contacts. All you need to do is make a few changes to your form.
1. Change the url that the form post to: https://www1.mscc2.com/CRM-FREE/webform.php - this is a secure web page for your data to be submitted to.
2. Add a hidden field for the page you want visitors directed to after completing the form, for example
<input type="hidden" name="wredirect" value="http://www.yourdomain.com/thanks.html">Add a hidden field to identify your account:
<input type="hidden" name="n1srv" value="Account.ID">
Add a hidden field to assign a user (uid) to access record or a group (ugid) of users to be able to access the new contact. ID's can be found from the Settings tab and View / Edit Users. The ID is at the top of each user or group's record.
<input type="hidden" name="uid" value="User.ID">
<input type="hidden" name="ugid" value="UserGroup.ID">
3. Have the field names match the options below for the basic fields
first_name
last_name
company
comments
website
status
type
source
phone
home_phone
work_phone
day_phone
evening_phone
cell
fax
address
city
state
zip
4. Add a hidden field to create a note of all other fields captured in the form. This can also include the fields to create a note of all data entered. This field format can also be emailed alerting you of a new contact in your database. To set the email address(es) for the web form to send to click the My Account tab and then Your Database Info. You must have administrator permissions to enter the email address. For example:
<textarea name="note" style="display:none;">
First Name: [first_name]
Last Name: [last_name]
Phone: [phone]
Email: [email]
Product: [Product]
Quantity: [Quantity]
Total Price: [Total_Price]
</textarea>
Full Example of the form with the above fields as it would be on your website:
<form action="https://www1.mscc2.com/CRM-FREE/webform.php?n1srv=Account.ID" method="post">
<input type="hidden" name="wredirect" value="http://www.yourdomain.com/thanks.html">
<textarea name="note" style="display:none;">
First Name: [first_name]
Last Name: [last_name]
Phone: [phone]
Email: [email]
Product: [Product]
Quantity: [Quantity]
Total Price: [Total_Price]
</textarea>
First Name:
<input type="text" name="first_name"><br>
Last Name:
<input type="text" name="last_name"><br>
Phone:
<input type="text" name="phone"><br>
Email:
<input type="text" name="email"><br>
Product:
<input type="text" name="Product"><br>
Quantity:
<input type="text" name="Quantity"><br>
Total Price:
<input type="text" name="Total_Price"><br>
<input type="submit" name="submit" value="Submit Request"><br>
</form>
Contact Management
Contacts
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Import & Export
Capture from Web Forms
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Adding Notes
Adding Calendar Items
Linking to Contacts
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Linking to Contacts
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