Do you want to convert your website traffic into quality leads? Are you currently collecting leads and manually transferring them to your CRM? Did you know you can use Method’s Web To Lead form and embed it in your WordPress site?

Method’s Web-to-Lead App

Method’s Web to Lead App will allow interested website visitors  to leave their contact details through a ‘Contact Us’ form. The details 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!

The Web To Lead App is part of the Sales Opportunity Pack. Once you have access to this app, you can create a web to lead 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.

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.

Lead generation form for WordPress and Method:CRM

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=”http://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 and looks to your satisfaction.

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

 

And you’re done!

You now have Method’s Web to Lead form on your website, and it’s set up so you can collect your leads straight into Method:CRM!

 

Posted by Errol

Errol is the Product Education Specialist for Method. He writes articles and creates videos to help you understand Method. In his spare time, he chronicles his life as a father in a daily webcomic: http://myneighborerrol.com.

Leave a reply