Web Lead Capture Sample Demo Directions
Web Lead Capture Sample Demo Directions
Demo Setup
This demo will actually insert data into your OnDemand demo account. In order to do this, you need to do a quick setup before running this demo the first time. Once you do it the first time, you will not need to do it for future runs of this demo.
On the first page of this demo, scroll all the way to the bottom of the page. Enter the email address (e.g. phillips@yourcompany.com) and password of a valid login to the OnDemand Demo Environment (your demo account). The value defaulted to in the "Server" field is for the OnDemand Demo Environment, so unless you want to point to a different environment, you can leave this value as is. If you want to point the demo to insert data into a different environment, you'll need to change this value to the new environment.
Once you enter your username and password info, click the "Save Values" button. This will ensure that the values you entered are pre-set for these fields the next time you run the demo. You can change the values of these fields at any time and press "Save Values" again to save the new values. For instance, you may need to do this if you want to run the demo where it inserts data into a different demo account (such as one you have customized specifically for a custmer), or if your password changes.
Information About Web Lead Capture with Siebel CRM OnDemand
Web lead capture can be implemented by customers through the Siebel Web Services OnDemand interface, enabling a Siebel CRM OnDemand customer to allow visitors to their web site to enter their information in a web form and to have that information stored in Siebel CRM OnDemand as a new Lead record. Siebel provides a working sample of this functionality that customers can customize for their own use. The sample includes an HTML web form for capturing end-user data, and a server component that inserts the data into CRM OnDemand via the Web Services OnDemand interface, and directions on how to customize and deploy the application.
The HTML form is based on HTML style sheets, so that its look can be quickly changed to match the look of the customer's web site. Alternatively, the data capture section of the form is self-contained and may be cut-and-pasted directly into an existing customer web page. The sample form provides support for all out-of-the-box Lead fields. When customized, any of these fields may be removed from the form, and additional custom fields that the customer has created in OnDemand may be added to the form.
The sample includes simple data validation for the form fields, which can be customized to meet customer-specific validation requirements. It also provides the customer the option of specifing whether or not new leads are automatically assigned to an OnDemand user after creation, using the company's pre-defined Lead Assignment Rules. In addition, the server application allows a lead to be automatically associated with a particular Campaign in OnDemand, based on a source code value that is either entered by the end-user (e.g. a promotion code), or is otherwise passed to the server application by the web lead capture form.
The web lead capture sample is available free to any Siebel CRM OnDemand customer, by calling Customer Care, or submitting an on-line Service Request through the Customer Care portal in Siebel CRM OnDemand.
Running the Demo
This demo is quite simple. It shows the sample web lead capture form that Siebel makes available to customers. You enter some data into the form fields - for instance, enter a First and Last name, and a Company name, and perhaps select an Industry from the picklist - and then press the Submit button. This will insert a new lead with this information into your OnDemand Demo Environment account. Then, in OnDemand, you can go to the Homepage or Lead Homepage and will see the new lead listed there (you may need to re-click the tab to re-load the page to see the new lead that was created). Click on the lead in OnDemand to see the details that you entered in the form.
Note that if you enter a Promotion Code in the form, the lead will be associated with the appropriate Campaign in OnDemand too. When creating the lead, it will look for a Campaign where the Promotion Code entered in the form matches the "Source Code" value of the Campaign. If no Promotion Code is entered, the lead will not be associated with a Campaign. You should also ensure that the list of valid picklist values for a Lead's "Source" field contains the value "Web Site". This value is included in OnDemand's default picklist values, but if you have removed it for some reason, the demo will not work properly.
Be sure to point out the following benefit of this sample form: It's based on HTML cascading style sheets (CSS), so a customer can quickly change it's visual look such as colors, font characteristics, etc. by making single-line changes to the style sheet. Alternatively, the style sheet can even be changed to just point to the company's pre-existing styles, so the form can be quickly adapted to look like their web site. Generally, the form is very simple to customize. Show the "NewCo" demo for an example of how this form has been inserted into a mock customer's web site.
Changing the fields in this form is very easy too. It's all just HTML, so it's a matter of just deleting fields that are not of interest, re-organizing the others, and even adding additional custom fields that the customer may have added to the lead object in OnDemand.