We have added the ability to pre-fill the fields available on the <your_instance>/sales/apply form.
Please note this only works if you have the Sales Leads module activated on your instance.
This feature is only available on HeroTill version v1.21.09 onwards.
The idea is that should you have a website (eg. wordpress) with an application form. The application form can look however you design it to look.
The application form’s fields should then get the values the user types in and populate the values as parameters in a URL when the user clicks on “Apply Online” on your website. Then it will take them to your HeroTill’s system “Apply Online” screen with all the values prefilled as was filled in on your website.
Your_HeroTill_Instance_Domain/sales/apply?leadsource=Website&mobile=0799999999&email=joesoap@beemail.com&idnumber=9001025046087&
contactname=Joe%20Soap&comments=This%20is%20a%20comment&companyname=test%20company&
type=Company&street=21%20kerk%20street&suburb=Bodorp&city=George&postalcode=6529
You can pre-populate the HeroTill sales application form by supplying parameters below.
The following parameters are available to be supplied:
- type Company / Individual
- contactname
- companyname
- mobile
- idnumber Identity Number
- leadsource Where did the lead originate from? Banner, Facebook, Website etc.
- comments Comments for Sales Persons
- gps Should be in the following format: -33.92274, 18.68861000000004
- street
- suburb
- city
- postalcode
- country
See example URL below
https://demo.datatill.com/sales/apply?leadsource=Website&mobile=0799999999&email=joesoap@beemail.com&idnumber=9001025046087&
contactname=Joe%20Soap&comments=This%20is%20a%20comment&companyname=test%20company&
type=Company&street=21%20kerk%20street&suburb=Bodorp&city=George&postalcode=6529
You are welcome to click on the link to see how in populates the HeroTill sales application form.
(https://demo.datatill.com/sales/apply?leadsource=Website can be yourinstance/sales/apply?leadsource=Website )
Result of URL:
Other ways of integrating sales leads with your website:
- Public quote links to apply online with a prefilled quote. The link can be used on website “Apply” buttons or even PDF links: https://support.herotill.com/public-links-on-quote-templates/
- There is an API available to submit the sales lead directly to the database from your website’s form.
- Alternatively you can add an apply button on your website that links to your HeroTill online application form. (<your_instance>/sales/apply)