Web Lead Capture

Modified on Thu, 4 Jul at 4:47 PM

Magnetic provides a way of creating leads from a website form. Magnetic will process a form that sits on your website and redirects the user to a thank you page that you provide when they hit the submit button.

If you're not familiar with HTML please ask your website administrator/developer for assistance with this as the code will need to be added to your website and tested that it is functioning correctly.

Setting up the form

Setting up your form requires you to simply ensure that you are using the correct field names that Magnetic is looking for.

Magnetic will process the form, then redirect the user back to a thank you page of your choosing.

To ensure that Magnetic processes your form correctly, you'll need to set your <form> tag correctly. See sample below.

<html><head></head><body> 
<form action="https://app.magnetichq.com/Magnetic/Web2Opportunity.do" type="POST"> <input type="hidden" name="companyId" value="1"> <input type="hidden" name="createOpportunity" value="true"> <input type="hidden" name="ownerEmail" value="you@yourcompany.com"> <input type="hidden" name="followupDays" value="5"> <input type="hidden" name="tags" value="5"> <input type="hidden" name="tagsOpportunity" value="productx"> <input type="hidden" name="tagsContact" value="webform"> <input type="hidden" name="redirectUrl" value="http://www.google.com/"> <input type="hidden" name="343434" value="Value for custom field"> 
<table> <tr><td>Message</td><td><input type="text" name="comment"></td></tr> <tr><td>Contact Name</td><td><input type="text" name="fullName"></td></tr> <tr><td>Email</td><td><input type="text" name="email"></td></tr> <tr><td>Company name</td><td><input type="text" name="company"></td></tr> <tr><td>Mobile number</td><td><input type="text" name="mobile"></td></tr> <tr><td>Landline number</td><td><input type="text" name="landline"></td></tr> </table> 
<input type="submit"> </form> 
</body></html>

Undefined

Inside your form, please follow the naming conventions supplied in the table below. You may set any of the fields to hidden if you don't want your users to see them.

Form fields

Field Name	Required	Description
companyId	Yes	Find your company ID from within your account here
ownerEmail	No	Email address of the user who will own the opportunity. If left out the opportunity will be left unassigned.
fullName	No	Full name or first name of lead
email	Required if no fullName provided	Email of lead
company	No	Company name of the lead. If left out we will try add the user to the appropriate company or the Private company
opportunityName	No	Name of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName.
createOpportunity	No	Set to "true" if you want to create an opportunity
mobile	No	Mobile number of lead
landline	No	Landline number of lead
comment	No	A comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in.
followupDays	No	If present a followup will be set due in x days time
tagsOpportunity	No	Comma separated list of tags on the opportunity
tagsContact	No	Comma separated list of tags on the contact
redirectUrl	Yes	The URL to redirect the user back to on your site to say thank you.

Custom Fields

All custom fields that have been set up in your account can be populated from the form. The input must have the ID of the custom field which can be found on the page where the custom fields are managed. You must perform validation of the custom field inputs or we will fail them on the server when the data is posted. You can use hidden or visible elements.