Create Web Content: Go to settings>>ClickDimensions>>Web Content>>New
Enter an appropriate name, select the type of your web content, Lookup your domain; Under ‘Create new visitor as’ select Lead or contact, if required. Following types of web content can be created:
- Form (current scenario)
- Landing Page
In ‘Auto response email’ select a clickdimensions email template and under ‘email subject’, type a suitable subject. Once you are finish entering details, click ‘save’. Once saved, you can now design your web form by clicking on ‘design’. If you want your web form to be compatible and responsive for mobile devices, do select ‘yes’ in ‘Web Responsive’
On clicking ‘Design’, following screen will pop up
On your right you can see, available fields for web form. After making changes, save the form and click preview:
Once ready, you can embed URL in your website or blog, by clicking on ‘Embed’. For more details http://help.clickdimensions.com/embedding-web-content/
After your design is complete, click on ‘publish’
Posted Forms: Every time a form is submitted on the website, a ‘Posted form’ and a ‘lead’ record is created in MS CRM. Post Form is a ClickDimension entity. Posted form will include info about any related lead or contact or both. To know more http://help.clickdimensions.com/posted-form-records/
Limitation to achieve my objective: I could have used the lead record created after submission on website and converted it to a case via workflow automation of MS CRM. But Clickdimensions creates a lead in the system, with one email id just once; after which if any submissions come from the same email id, it will only update the existing lead record and not create a new lead. But as we know ‘Feedbacks/Cases/Complaints’ can come multiple times from the same email id; this didn’t work for me.
Solution: I used the ‘Posted forms’ instead of using leads. So I created a workflow in MS CRM, which was- On creation of ‘Posted form’, create a case in MS CRM. All details in this case are prepopulated from my Lead record which is linked to (lookup reference) Posted forms. Below screenshot might help:
Hope you find this post useful!
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Thank you for reading!