Method’s web to lead app is a great solution for anyone who wants to spend less time capturing sales info and more time closing sales. With the app, you can embed a public form on your website to capture new leads 24 hours a day. When a potential customer fills out the form, Method automatically logs their information in your CRM and sends an email to your sales team.

We’re pleased to announce that we’ve recently released several updates to the web to lead app to improve our users’ lead management experience.

What Has Changed in the Web to Lead App?

New form preferences

When you create or edit a web to lead form, you will see several new preference options. These preferences give you greater control over how your form behaves and how the data submitted through the form is tracked in Method.

Here are some of the new preferences available:

Opportunity Stage: Set the default stage for opportunities created from the submitted web to lead form. Previously, this was always set to Prospecting.

Lead Source: Set the default source for leads created from the submitted web to lead form.  Previously, this was always set to Web.

Redirect to a URL after submission: When checked, leads will be redirected a certain URL after the form is submitted. When unchecked, a thank you message will be displayed. Previously, a thank you message was always displayed.

Send an email to the Customer or Lead / Send an email to the Assigned To user: When checked, an email will be sent to the lead and/or the assigned Method user after the form is submitted. Previously, you could not opt out of sending these emails.

Create multiple forms with unique URLs and preferences

Previously, the web to lead app was only set up to manage one web to lead form. Now, you can create multiple forms within the app. Let’s take a closer look at how this works.

Can each form show different data fields?

By default, each form will show the same standard data fields (name, phone, email, etc.). For advanced users who wish to add or remove certain fields from one of their forms, this can be done by creating a copy of the “Customer Form” screen and customizing that copy.

In the future, all users will be able to manage which fields are shown on which forms directly within the web to lead app — stay tuned!

What are the benefits of creating multiple forms?

Previously, your single web to lead form captured lead information and it was assigned to one Method user with one lead source. But what if you wanted to distinguish between different lead sources, or assign some leads to different users?

With the updated web to lead app, you can create multiple web to lead forms, each with its own URL and unique preferences like those described above. This gives you greater control over how you track and manage your leads within Method.

When could you use multiple forms?

Here’s an example: imagine you’re running lead generation campaigns on Twitter and Facebook. Naturally, you want to track which leads come in through each platform. You also want to divide the workload amongst your sales reps, so Alanna handles the Twitter leads and Errol handles the Facebook leads.

Now it’s easy to set this up! Simply create two forms and set your Lead Source and Assigned To preferences as desired. Each page will have a unique URL that you can share on the designated social platform. When someone clicks one of these links and submits the form, Method will automatically label and assign the new lead appropriately.

View form response metrics

When you open your web to lead app, you will see a list of all of your forms. This list displays new metrics for each form, including number of views, number of responses, and response rate. These metrics can help you assess how each of your forms is performing.

If you have any questions about the updated web to lead app, check out our help center or contact our team!

The post New! Updates to the Web to Lead App appeared first on Method.

If so, then we have good news for you. Did you know you can use Method’s web to lead form and embed it in your WordPress site?

Method’s Web to Lead Forms

Method’s web to lead forms are lead generation tools that allow interested website visitors to leave their contact details through a ‘Contact Us’ form. The contact will immediately be entered into your CRM as a new lead. They will have a sales opportunity created for them which you can manage via Method’s Opportunity App, and a follow-up activity will be created to ensure your staff reaches out!

Web to lead forms are part of the Sales Opportunity Pack in Method. Once you have access to this app, you can create a lead generation form to put on your WordPress site. Method’s Help Center will guide you through the process of setting up your web to lead form.

Adding a Lead Generation Form to Your WordPress Website

Get the Web to Lead Form Link

Once your web to lead form is active, you will need the link to embed in your website. This link can be found by clicking Setup on your Web to Lead App.

The web to lead form preferences will give you a link which you need to copy.

Keep this link, you will need it for later.

Embed the link in a WordPress Page

Your web to lead form page can be created on any page; however, you should create a new page to place the form in.

The next step is embedding the link copied from above via an iframe. An iframe is an HTML technique used to display or embed one web page inside another web page.

1) Within the WordPress page you created, select the Text tab to make sure you are not using the Visual mode:

2) Within the textbox, you should type in your iframe with your link for the src:
<iframe src=”https://miurl.cc/jdRG8VmI” style=”width: 460px; height: 1000px; border: 0;”></iframe>
(Replace link in blue)

3) You are welcome to style the iframe further, but it should have a minimum width of 406 pixels.

4) Feel free to Preview to ensure your page works to your satisfaction.

5) When you are ready to make your page live, hit Publish.

And you’re done!

You now have Method’s lead generation form embedded in your WordPress website, and it’s set up to collect your leads straight into Method CRM!

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