Solve360 Discussion Forums

Solve360 Web Forms

Dec 20, 2009 03:11am photogenec Sentinel 34 posts	With Solve360, we have the ability to customize our Contact, Company, and Project forms. I suggest a similar functionality to create embedded web forms in our business web sites. Submittal data from embedded Solve web forms would flow directly to the application. An auto-generated email message would alert Solve users that a web form submittal was received, awaiting review. Like Solve email processing, web forms information would automatically flow to existing contact or company records. A new Web Form activity would be created and logged. Web Forms with no existing entries would flow to new records. Contact and Company records could automatically be tagged with a specific web forms tag for easily filtering and response.

Dec 20, 2009 05:10am adrian@vm Lyncean 354 posts	You can achieve this through the API at the moment using a traditional setup like a ‘web-to-lead’ form. I use one on my contact page (though I should probably rework it) at http://www.gobigtree.com/getintouch.html This automatically adds a new lead into solve, auto tagged and auto templated, cheers adrian

Dec 20, 2009 01:14pm Engineering SpecialOps Administrator 4121 posts	Clients are using the API in many interesting ways; most are very similar to your example. In Norada’s own case, visitors to http://www.norada.com use a form to create a trial account. This form creates their trial account, but also calls the API to create a record inside our our very own Solve360 account: - create a contact record with custom fields, specific ownership and category tags - inserts a template of activities which kicks off a series of scheduled emails as part of our lead-nurturing campaign It has an option to send email notifications, but since everything flows inside the account nicely i.e. we monitor the flow of leads, we have that function commented out. At some point we may be looking into offering web-form directly from our servers. It would be a bit simpler to setup, but would have less flexibility / options than what is possible today using the API directly.

Dec 20, 2009 11:14pm photogenec Sentinel 34 posts	How would I be able to come up to speed on the API for web forms generation and management?

Dec 21, 2009 09:35am Engineering SpecialOps Administrator 4121 posts	All the information you need about the Solve API is available here. Our examples use the common server scripting language PHP and the cURL command line utility for testing. On the API Introduction page you’ll find an example that will do almost everything e.g. posting a contact, setting ownership, setting tags, inserting template, sending emails etc). If your web server uses PHP it’s essentially a copy and paste task and you won’t need to know much about programming. The example works like this: you create the web form as you normally would, when someone completes it is saved (POSTed) to your server as normal, at that point the new script takes the values from the POST and sends them to Solve according to your login details and ownership, tags, and template parameters.

Dec 21, 2009 10:09am photogenec Sentinel 34 posts	Thanks much.

Jan 13, 2010 12:10am jasonbarone Apprentice 9 posts	The API information is probably way over most of our heads. It’s also an added cost to have configured for us. I would love to see Web Lead forms.