What Has Changed in the Web to Lead App?<\/strong><\/h2>\n\n\n\nNew form preferences<\/strong><\/h3>\n\n\n\nWhen 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.<\/p>\n\n\n\n![\"\"](\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\")
<\/figure>\n\n\n\nHere are some of the new preferences available:<\/p>\n\n\n\n
Opportunity Stage:<\/strong> Set the default stage for opportunities created from the submitted web to lead form. Previously, this was always set to Prospecting.<\/em><\/p>\n\n\n\nLead Source: <\/strong>Set the default source for leads created from the submitted web to lead form. Previously, this was always set to Web<\/em>.<\/p>\n\n\n\nRedirect to a URL after submission:<\/strong> 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.<\/p>\n\n\n\nSend an email to the Customer or Lead \/ Send an email to the Assigned To user:<\/strong> When checked, an email will be sent to the lead and\/or the assigned Method<\/a> user after the form is submitted. Previously, you could not opt out of sending these emails.<\/p>\n\n\n\nCreate multiple forms with unique URLs and preferences<\/strong><\/h3>\n\n\n\nPreviously, 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.<\/p>\n\n\n\n
Can each<\/strong> form show different data fields?<\/strong><\/h4>\n\n\n\nBy 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<\/a> that copy.<\/p>\n\n\n\nIn the future, all users will be able to manage which fields are shown on which forms directly within the web to lead app \u2014 stay tuned!<\/p>\n\n\n\n
What are the benefits of creating multiple forms?<\/strong><\/h4>\n\n\n\nPreviously, 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?<\/p>\n\n\n\n
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.\u00a0This gives you greater control over how you track and manage your leads within Method.<\/a><\/p>\n\n\n\nWhen could you use multiple forms?<\/strong><\/h4>\n\n\n\nHere’s an example: imagine you\u2019re 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.<\/p>\n\n\n\n
Now it\u2019s easy to set this up! Simply create two forms and set your Lead Source <\/strong>and Assigned To<\/strong> 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.<\/p>\n\n\n\n<\/figure>\n\n\n\nView form response metrics<\/strong><\/h3>\n\n\n\nWhen 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.<\/p>\n\n\n\n<\/figure>\n\n\n\nIf you have any questions about the updated web to lead app, check out our help center<\/a> or contact our team<\/a>!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"Don’t waste time manually entering new sales leads \u2014 instead, let your website do the heavy lifting. Here’s what’s new in Method CRM’s web to lead app.<\/p>\n","protected":false},"author":24,"featured_media":6562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[47,183,147],"class_list":["post-3790","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-news","tag-lead-management","tag-product-updates","tag-web-to-lead"],"acf":[],"yoast_head":"\n
New! Updates to the Web to Lead App — Method<\/title>\n<meta name=\"description\" content=\"Don't waste time manually entering new sales leads \u2014 instead, let your website do the heavy lifting. Here's what's new in Method CRM's web to lead app.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New! Updates to the Web to Lead App — Method\" \/>\n<meta property=\"og:description\" content=\"Don't waste time manually entering new sales leads \u2014 instead, let your website do the heavy lifting. 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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.<\/p>\n\n\n\n Here are some of the new preferences available:<\/p>\n\n\n\n Opportunity Stage:<\/strong> Set the default stage for opportunities created from the submitted web to lead form. Previously, this was always set to Prospecting.<\/em><\/p>\n\n\n\n Lead Source: <\/strong>Set the default source for leads created from the submitted web to lead form. Previously, this was always set to Web<\/em>.<\/p>\n\n\n\n Redirect to a URL after submission:<\/strong> 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.<\/p>\n\n\n\n Send an email to the Customer or Lead \/ Send an email to the Assigned To user:<\/strong> When checked, an email will be sent to the lead and\/or the assigned Method<\/a> user after the form is submitted. Previously, you could not opt out of sending these emails.<\/p>\n\n\n\n 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.<\/p>\n\n\n\n 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<\/a> that copy.<\/p>\n\n\n\n In the future, all users will be able to manage which fields are shown on which forms directly within the web to lead app \u2014 stay tuned!<\/p>\n\n\n\n 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?<\/p>\n\n\n\n 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.\u00a0This gives you greater control over how you track and manage your leads within Method.<\/a><\/p>\n\n\n\n Here’s an example: imagine you\u2019re 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.<\/p>\n\n\n\n Now it\u2019s easy to set this up! Simply create two forms and set your Lead Source <\/strong>and Assigned To<\/strong> 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.<\/p>\n\n\n\n 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.<\/p>\n\n\n\n If you have any questions about the updated web to lead app, check out our help center<\/a> or contact our team<\/a>!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":" Don’t waste time manually entering new sales leads \u2014 instead, let your website do the heavy lifting. Here’s what’s new in Method CRM’s web to lead app.<\/p>\n","protected":false},"author":24,"featured_media":6562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[47,183,147],"class_list":["post-3790","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-news","tag-lead-management","tag-product-updates","tag-web-to-lead"],"acf":[],"yoast_head":"\n![\"\"](\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/1540475331367-WebToLeadSetup1Border-1.png\")
<\/figure>\n\n\n\nCreate multiple forms with unique URLs and preferences<\/strong><\/h3>\n\n\n\n
Can each<\/strong> form show different data fields?<\/strong><\/h4>\n\n\n\n
What are the benefits of creating multiple forms?<\/strong><\/h4>\n\n\n\n
When could you use multiple forms?<\/strong><\/h4>\n\n\n\n
![\"\"](\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/image4.png\")
<\/figure>\n\n\n\nView form response metrics<\/strong><\/h3>\n\n\n\n
![\"\"](\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/image2-1.png\")
<\/figure>\n\n\n\n