Q. How do I connect my website to SwiftCRM?
A. This is pretty simple. You will need to know some very basic HTML. This help file will show you how to connect your website “apply now” or “free consultation” or “get this free report” to feed leads into SwiftCRM. To automatically deliver a whitepaper or message, go to Admin >> Information Robotics >> Outgoing Messages, though step 1 is getting your website to create leads for you.
The steps are:
- Be sure the fields are named correctly as found in http://swiftcrm.com/blog/variables-for-web-forms/
- Add some hidden fields to tell SwiftCRM who you are (i.e. that these leads belong to you), what type the leads are (note: this also defines what “Lead-Type-Labels” are going to be looking for, i.e. if you create “Debt Settlement” leads, then use vLeadTypeField1 for “Total Debt Balance”)
- Post the leads to the correct location.
Here’s a complete working form example:
<form method="post" action="https://securecheckout.me/leadhandler.php\">
This is of course where you post TO. Note all fields are cApS SensitivE.
<input type="hidden" name="iSubscriberId" value="652">
This tells SwiftCRM whose leads these are i.e. what account to push them into. You can get your own number by going to Admin >> General Settings >> Integration Settings (See Account Number). If you want to direct these leads straight to another employee, we recommend you (i.e. the boss, the master account owner) use your own account them create a rule (Leads >> Leads Distribution Rules), however, it is possible to tie this to any account including sub-accounts (i.e. employees); view their numbers by going to Admin >> Add/Edit Sub-Accounts.
<input type="hidden" name="vThanksURL" value="http://YOURWEBSITE.com/NEXTPAGE.php" />
This is the page your visitor will see after they register.
<input type="hidden" name="vWeberFormId" value="" />
<input type="hidden" name="vWeberList" value="" />
These forms are optional. If you choose to, you can have visitors simultaneously opt-in to any Aweber list so you can mass-email them. Note SwiftCRM has it\'s own mass-email system included in the price and integrated into the CRM much more cohesively, so this is really a \"legacy system\" i.e. was created before we had those features. That said, some subscribers have an existing list and want to maintain it separately, so if that includes you, go ahead and insert these fields, name your list / form-id, and any visitor that opts into your web-form will be opting into both SwiftCRM (creating a lead and opting in on the SwiftCRM side) as well as Aweber. Relevant: Free Test Drive of Aweber by clicking here.
<input type=”hidden” name=”vType” value=”DS” />
This is the code for the type of leads you are inserting into the database. Each lead-type has a short code; for a full list see http://swiftcrm.com/blog/lead-types-for-auto-insertion/
<input type=”hidden” name=”vReferrer” value=”<?php echo $_SERVER[\'HTTP_REFERER\']?>”>
<input type=\”hidden\” name=\”vCurrentURL\” value=\”<?php echo ( (($_SERVER[\'HTTPS\'])?\’https://\’:\’http://\’).$_SERVER[\'HTTP_HOST\'].$_SERVER[\'REQUEST_URI\'])?>\”>
For these tags to work, your page must be named .php, NOT .htm or .html or any other page-type. This will help track the referrer (how your web-visitor arrived on this opt-in page, which helps you track traffic sources and potentially online advertising ROI), and also, the current URL (in case you have this form on a standardized portion of your website i.e. the header, footer, sidebar, where you create one form but it\'s on many pages). This is of course useful to optimize your website.
For those that use Google Analytics and goals setup, these last tags aren\'t really needed as you\'ll see it within your analytics reporting anyway.
Here is the complete working simple example to get you started:
<form method=\"post\" action=\"https://securecheckout.me/leadhandler.php\">
<input type=\"hidden\" name=\"iSubscriberId\" value=\"YOUR_ACCOUNT_NUMBER\">
<input type=\"hidden\" name=\"vThanksURL\" value=\"http://YOURSITE.com/NEXT_PAGE_URL.php\" />
<input type=\"hidden\" name=\"vWeberFormId\" value=\"\" />
<input type=\"hidden\" name=\"vWeberList\" value=\"\" />
<input type=\"hidden\" name=\"vType\" value=\"DS\" />
<input type=\"hidden\" name=\"vReferrer\" value=\"<?php echo $_SERVER[\'HTTP_REFERER\']?>\">
<input type=\"hidden\" name=\"vCurrentURL\" value=\"<?php echo ( (($_SERVER[\'HTTPS\'])?\'https://\':\'http://\').$_SERVER[\'HTTP_HOST\'].$_SERVER[\'REQUEST_URI\'])?>\">
<span class=\"optin11\"><br />
Name
<input name=\"vName\" type=\"text\" id=\"name\" size=\"16\" class=\"optinformfirst\"/>
Email
<input name=\"vEmail\" type=\"text\" id=\"from\" size=\"16\" class=\"optinform\"/>
<span style=\"cursor:pointer;\">
<input name=\"submit\" type=\'submit\' id=\"submit\" style=\"cursor:pointer; font-size: 18px; font-weight:600;\" value=\'GET HELP NOW! >>\'/>
</form>
