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Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/24/2010 4:25:25 PM |
I'd like to be able to set some additional values on a form submit, such as "leadStatus" -- but hidden so the user doesn't see it (using hidden form type). I tried setting this one: but the form submission would then give this error (but I think the form was still submitted into the database):
After a few tries, now it seems I've broken the Lead page? https://zd.bluecamroo.com/dashboard/Lead =
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Drew 6/24/2010 6:04:03 PM |
Hi Ben, The error would be returned because "Lead Status" uses an integer value to relate to the customize text that you provide under your status options. What I would suggest though is to setup some Workflow Rules to accomplish what you are after. 1. Under "Company Setup" go to the Automation > Workflow Rules section. 2. Create a new workflow rule and select "Leads" as the section. 3. Name your Workflow Rule, choose "When record is added" as the option when to apply the Workflow Rule, then use the search options to "find where Lead Source is equal to the lead source that you selected for your Web to Lead form to use". 4. Choose "Object modification" as the action to initiate, then click Next. 5. Add a new object, select "Change field value" as the option, then set Field Name equal to "Not contacted". Click Save and Close and then click the "Finish" button. Now when any new Web to Lead that uses that specific Lead Source is added, the system will automatically change the value to what you chose in the Object Modification portion. If you need any help creating this, just let us know.
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/24/2010 6:07:11 PM |
Thanks for the info & instructions. And fixing our Leads page! Also, do I need to clean the values being submitted, or do you handle this on your end? |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/24/2010 6:50:16 PM |
Problem... I've added a Workflow Rule that does 2 things: "Send an Message" and "Object modification" (where Lead Source equals Website). The message part works great. But I think the object mod is breaking the record. I set it to 'Change Field Value' of 'Status' to 'Not Contacted'. And since I've added this object modification, now I get an error trying to view web-submitted records, such as: https://zd.bluecamroo.com/dashboard/Lead/LeadDetail/22 |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/25/2010 7:10:13 PM |
Ok that Lead #22 opens now, but new ones I submit have the same problem (for example https://zd.bluecamroo.com/dashboard/Lead/LeadDetail/23). Is this being worked on? |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Drew 6/25/2010 8:48:56 PM |
Hi Ben, Drew |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/25/2010 11:18:42 PM |
I deleted those and submitted a new one... unfortunately its still broken. Btw, all of these tests including newest one do not have the Lead Status set to "Not Contacted" per that workflow rule. |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/28/2010 6:03:26 AM |
Seems to be working now. Thanks! |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 6/28/2010 6:08:26 AM |
I noticed this though-- sometimes it fills in the Company name with the First/Last name. Is that what it is supposed to do? |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Drew 7/7/2010 2:42:33 PM |
Hi Ben, Are you including the company name field in your web-to-lead form? |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 7/7/2010 2:45:40 PM |
Yes. All of the fields I have: First Name |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Drew 7/7/2010 2:51:09 PM |
Okay, so in this case if a user does not fill out the Company Name field when submitting the form, BlueCamroo will automatically insert the First and Last name of the lead as the company name. Within BlueCamroo, the Lead/Company Name field is a mandatory field. Drew |
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Re: Web-to-lead. Setting additional, hidden values & I broke it
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Ben Jordan 7/8/2010 3:41:36 PM |
Good info. Thanks for your help! |