Difference between revisions of "Web Forms"
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| − | Commence OnDemand offers a WebForm API Implementation to capture | + | Commence OnDemand offers a WebForm API Implementation to capture '''Leads''' from your website. The implementation is in two parts – '''Designer''' and '''API'''. |
| − | + | # '''WebForm Designer''' | |
| + | This allows ADMINISTRATOR type of users to generate WebForms which can be then added to website using WebForm API. The WebForms can be easily designed using drag-and-drop features provided by WebForm Designer. The system also provides pre-defined list of WebForms. | ||
| + | The WebForm Designer can be accessed by navigating to, | ||
| − | + | '''Quick Links -> Administrator -> System Tools -> WebForm Designer. ''' | |
| − | b. Design new WebForm – The New WebForm button in the right panel will allow user to create new WebForm. | + | The WebForm Designer is divided in two panels, the left panel shows the list of WebFields that can be added to WebForm and the right panel shows the list of already defined WebForms. Following are the different features that WebForm Designer provides, |
| − | + | a. '''List of WebFields''' – The left panel shows the list of WebFields that can be used to design a WebForm. The list of WebFields consists of system fields for LEAD ACCOUNT & LEAD CONTACT. It also includes custom fields defined for both LEAD ACCOUNT & LEAD CONTACT. | |
| − | c. Setting WebForm Properties – The WebForm properties window can be opened by right clicking on desired WebForm and selecting “Properties…” menu option. | + | b. '''Design new WebForm''' – The New WebForm button in the right panel will allow user to create new WebForm. |
| − | + | c. '''Setting WebForm Properties''' – The WebForm properties window can be opened by right clicking on desired WebForm and selecting “Properties…” menu option. | |
| − | d. Adding WebFields to the WebForm – The user can drag desired WebFields from the left panel and drop those on this new WebForm. The designer also allows user to change the sequence of WebFields added to the WebForm. | + | d. '''Adding WebFields to the WebForm''' – The user can drag desired WebFields from the left panel and drop those on this new WebForm. The designer also allows user to change the sequence of WebFields added to the WebForm. |
| − | + | e. '''Setting WebField Properties''' – The WebField properties window can be opened by right clicking in WebForm Tree panel on desired WebField and selecting “Properties…” menu option. | |
| − | e. Setting WebField Properties – The WebField properties window can be opened by right clicking in WebForm Tree panel on desired WebField and selecting “Properties…” menu option. | + | f. '''Saving a WebForm''' – The WebForm can be saved by right clicking on desired WebForm and selecting “Save WebForm” menu option. To save any WebForm, at least one WebField must be added |
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| − | f. Saving a WebForm – The WebForm can be saved by right clicking on desired WebForm and selecting “Save WebForm” menu option. To save any WebForm, at least one WebField must be added | ||
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| + | # '''WebForm API''' – This allows user to integrate already designed WebForms in the website. Following are the steps to integrate a WebForm in any web page: | ||
a. Open the WebForm Designer in Commence On-Demand. | a. Open the WebForm Designer in Commence On-Demand. | ||
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b. In the WebForm Tree on the right side of the designer, select the desired WebForm that need to be integrated. | b. In the WebForm Tree on the right side of the designer, select the desired WebForm that need to be integrated. | ||
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c. Right click on the WebForm and select “Generate WebForm…” menu option. | c. Right click on the WebForm and select “Generate WebForm…” menu option. | ||
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d. This will open a popup window: | d. This will open a popup window: | ||
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e. Copy all contents from the text field next to Script Tag label and paste it in your web page at the desired location. | e. Copy all contents from the text field next to Script Tag label and paste it in your web page at the desired location. | ||
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f. Similarly, you can also copy all the contents from the text field next to Style Tag label and paste it in your web page under HEAD tag. | f. Similarly, you can also copy all the contents from the text field next to Style Tag label and paste it in your web page under HEAD tag. | ||
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g. Save the changes made to your web page and try accessing it using browser. | g. Save the changes made to your web page and try accessing it using browser. | ||
Revision as of 06:24, 1 October 2012
Commence OnDemand offers a WebForm API Implementation to capture Leads from your website. The implementation is in two parts – Designer and API.
- WebForm Designer
This allows ADMINISTRATOR type of users to generate WebForms which can be then added to website using WebForm API. The WebForms can be easily designed using drag-and-drop features provided by WebForm Designer. The system also provides pre-defined list of WebForms. The WebForm Designer can be accessed by navigating to,
Quick Links -> Administrator -> System Tools -> WebForm Designer.
The WebForm Designer is divided in two panels, the left panel shows the list of WebFields that can be added to WebForm and the right panel shows the list of already defined WebForms. Following are the different features that WebForm Designer provides, a. List of WebFields – The left panel shows the list of WebFields that can be used to design a WebForm. The list of WebFields consists of system fields for LEAD ACCOUNT & LEAD CONTACT. It also includes custom fields defined for both LEAD ACCOUNT & LEAD CONTACT. b. Design new WebForm – The New WebForm button in the right panel will allow user to create new WebForm. c. Setting WebForm Properties – The WebForm properties window can be opened by right clicking on desired WebForm and selecting “Properties…” menu option. d. Adding WebFields to the WebForm – The user can drag desired WebFields from the left panel and drop those on this new WebForm. The designer also allows user to change the sequence of WebFields added to the WebForm. e. Setting WebField Properties – The WebField properties window can be opened by right clicking in WebForm Tree panel on desired WebField and selecting “Properties…” menu option. f. Saving a WebForm – The WebForm can be saved by right clicking on desired WebForm and selecting “Save WebForm” menu option. To save any WebForm, at least one WebField must be added
- WebForm API – This allows user to integrate already designed WebForms in the website. Following are the steps to integrate a WebForm in any web page:
a. Open the WebForm Designer in Commence On-Demand. b. In the WebForm Tree on the right side of the designer, select the desired WebForm that need to be integrated. c. Right click on the WebForm and select “Generate WebForm…” menu option. d. This will open a popup window: e. Copy all contents from the text field next to Script Tag label and paste it in your web page at the desired location. f. Similarly, you can also copy all the contents from the text field next to Style Tag label and paste it in your web page under HEAD tag. g. Save the changes made to your web page and try accessing it using browser.