Conundrum: Adding inbound web-to-lead responses to a new campaign

[Gersh]

So here's a challenge I'm facing now. When an inbound lead comes in to SFDC through web-to-lead, I'd like to add them to an Outbound telemarketing campaign, automatically. Since web-to-lead is a dynamic campaign, with new members being added all the time, it's unwieldy to have to continually export members from that campaign and import them into the inside sales campaign (with its unique member status codes).

Has anyone done this before?

There's a nice bottle of wine available for anyone who has figured out a way to automate this process!

- Steve
steveg@nuance.com

[Scot]

Steve,

Not elegant, but one solution would be to run a client daemon in the background which would watch for the arrival of new web-to-leads and move or clone them to the outbound campaigns.

You could select leads for processing either by remembering the last time the daemon was run and using the create time of the leads, or (I'd prefer it) changing a field in the original lead when the lead was processed. If you have a field not otherwise used for the web-to-leads, you could re-use that field, or you could add a new custom field for this purpose.

The negatives are:
1) There's a delay between arrival of the lead and referral, based on how often the daemon runs
2) It does require a client
3) It requires coding in the API (albeit, simple coding)

It would be nice if you could trigger the processing on the salesforce.com machine based on the event of the web-to-lead being entered, but the workflow rules available could produce an email message or a new task ... neither of which are better than the daemon.

I'll be interested in better solutions ....

Scot

[Jager]

Got this from the Salesforce.com knowledge base! Essentially you'd have to have a different web-to-lead "jump page" for each campaign you'd be running...

Here are the instructions:

If the URL to your campaign in salesforce is like the following:

https://na1.salesforce.com/camp/campaigndetail.jsp?id=7013000000004ko

You will need this part of the campaign URL: 7013000000004ko in order to associate leads captured via web-to-lead pages online.

To setup Web to Lead Capture:

1. Click on Setup | Studio | Customize | Leads | Web-to-Lead
2. Follow Steps 1-3 to configure your Web to Lead setup.

Click on the generate HTML option and ensure you select the 'Campaign' & 'Campaign Member Status' fields to ensure they are included in your HTML.

The following code will need to be included in the HTML of the web-to-lead page in order to associate the leads submitted with the campaign:

<input type="HIDDEN" name="Campaign_ID" value="7013000000004ko
"></select><br>

<input type="HIDDEN" name="member_status" value="responded">

This code will hardcode that webform with your campaign using hidden fields that the user will not see on the webform.

When someone adds their information from this web-to-lead page, it will link their lead record with the campaign based on the campaign ID field, with a responded status for that campaign.

NOTE: You are only able to associate the Lead with one Campaign through this method.

-Jager

[Scot]

I'm not sure, but I think that Steve wanted the Web-to-lead guys to enter into a single Web-to-lead campaign, and then ALSO be assocatiated with an outbound campaign. Thus
Mary ... comes in to the web-to-lead campaign, and is
Also linked to Andrea's followup campaign.

If only one campaign is desired, the posted example is, of course, better.

You can also have an html page which goes to different campaigns based on other fields which the user supplies in submitting the form.

In our case, the prospect picks a white paper from a pull-down list. The white paper name is part of the visible Web page. When they press the submit button, it runs some javascript which
1) verifies that they filled in all required fields
2) translates the white paper name into a campaign code
3) sets the hidden campaign variable in the form to this new code.

An example is http://www.selectbs.com/forms/whitepapers_form.htm

Scot

[Gersh]

Sadly, this is not what I'm trying to do.

As Scott points out, what I need is for a single web-to-lead respondent to be added to a SECOND campaign at the same time they submit the W2L form.

Thanks for the help file text, though!

- Steve

[Gersh]

Thanks, Scot. I'm trying to avoid having to run client-side anything with SFDC. It kind of goes against our whole religion of "No Software" (yes, we drank the kool aid!).

- Steve

[JCoppedge]

This should be relatively easy with Apex code... has anyone been able to accomplish this that can post code?