Updated Feature – Embedding Custom Forms in Email Messages

One of the great features of LeadMaster is custom forms.  Custom forms allow the user to add a variety of fields to a blank form and then attach that form to a record. This is an extension of the basic application and allows for customization for individual requirements. One of the unique features of Custom Forms is that it allows for the “extension” of the application’s basic search capabilities to many of the fields on the Custom Forms.

With this enhancement we’ve changed the way custom forms can be embedded into an email message and sent from LeadMaster.  The custom form can either be an existing form where the recipient can update the data on the existing record, or it can be a new form and the form with the recipients data will be attached to the existing record.

This enhancement make LeadMaster an excellent platform for surveys.

There are 5 types of custom forms:

Supplemental Form – developed using point and click to create the fields and optionally map the new fields to existing fields in the database.   Can be attached to a profile when records are manually added to the application or anytime after adding a record.  Existing records can have forms attached using the global update feature.

Web Form – developed the same way as Supplemental Forms but can be made available for direct web input into the database.

Sales Update Form – developed the same way as Supplemental Forms but can be linked “in-line” into the Sales Update page (instead of just being an attachment via a pop-up this form appears as if it is part of the actual Sales Update page) and can be made variable by individual campaign

Feedback Form – this form appears “in-line” at the end of the Sales Update page and can contain a series of questions regarding the lead (used for Sales Feedback purposes)

Sales Opportunity Form – this form appears in the Sales Opportunity section of the Edit Profile and Record Update page and can be customized for a particular workgroup

Custom Forms can be embedded in email messages created from the following:

1. From the ‘Accounts’ and ‘Search Results’ pages and from the ‘More Info’ menu for a specific record – ‘Send Email’ option:

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

b. You can insert a link in the email message body to an existing ‘Web’ or ‘Supplemental’ custom form from the record which when opened will display the current data for the custom form an allow the email recipient to update the custom form.

c. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

2. From the ‘Accounts’ and ‘Search Results’ pages and from the ‘Options’ menu – ‘Send Email’ option:

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

b. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

3. From the ‘Contacts’ and ‘Contact Search Results’ pages and from the ‘Options’ menu – ‘Send Email option:

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

b. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

4. From the ‘Sales Update’, ‘Edit Profile’ and ‘View Profile’ pages and from the email link associated with the envelope image for a contact:

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

b. You can insert a link in the email message body to an existing ‘Web’ or ‘Supplemental’ custom form from the record which when opened will display the current data for the custom form an allow the email recipient to update the custom form.

c. You can insert a link in the email message body to an existing ‘Web’ or ‘Supplemental’ custom form from the contact which when opened will display the current data for the custom form an allow the email recipient to update the custom form.

d. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

5. From the ‘eMarketing’ / ‘Launch an Email Campaign’ page:

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

b. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

6. From the ‘Automation and Workflow Management’ feature, ‘Send Email’ action page

a. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the record.

7. From the ‘Lead Nurturing Tracks’ feature, ‘Email Step’ page

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

b. You can select an email message template which can include a link to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to the contact.

8. From ‘Administration’, ‘Email Message Templates’ feature, ‘Add / Edit Email Message Template’ page

a. You can insert a link in the email message body to a blank ‘Web’ or ‘Supplemental’ custom form which when completed will attach to either the record or the contact depending on where the email message template is used.

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