Companies often contact us with basic questions about website name/lead capture forms. To our surprise, many Salesforce customers are unaware of the standard web-to-lead functionality that comes out-of-the-box with every salesforce account.
There are a few simple steps to get started with website lead capture:
(1) Enable Web-to-Lead functionality
Enabling web-to-lead is a simple step that should take only a few sceonds. Log into Salesforce and navigate to the setup area for web-to-lead (Setup > Customize > Leads > Web-to-Lead). From here click on the hyperlink to enable web-to-lead for your organization. You will be required to assign a default user as the lead creator for new inbound leads.
(2) Create a Web-to-Lead form
Salesforce does not host web pages for customers, but we do our best to make the process of creating a web-to-lead form as simple as possible. From the web-to-lead setup area, you can get started by selecting the hyperlink labeled Generate the HTML. You will be asked to select the Lead fields that you want to capture on your website, and specify a return URL. The return URL is a web page where you direct visitors after they have filled out your web-to-lead form. This is often a "thank you" page, a "download whitepaper" page, or something similar.
(3) Cut and Paste the HTML
Salesforce will generate a working HTML page that contains the web-to-lead form you generated. It's not very beautiful, but it works! From here, you can copy and paste the HTML and load it onto your site, or send it over to your web designer to apply your corporate stylesheet. Here is a sample web-to-lead appearance after applying a corporate stylesheet:
(4) Get Smart with Landing Pages
A landing page is simply a web-to-lead page that is highly tailored to a specific offer. As a best practice, instead of driving users from programs to your homepage, we recommend that you create for every marketing program you run. In addition, you can include Salesforce Campaign IDs in your web-to-lead forms and automatically associate inbound leads with email, search, telemarketing, or other programs.
