Creating a Hidden ‘Lead Source’ in SugarCRM Web-To-Lead Forms & Building a Report off of Lead Source
SugarCRM has several powerful inbound marketing capabilities, but it’s a matter of knowing how to use them. One such capability is the ability to track a ‘lead source’ in the SugarCRM web-to-lead form. The idea is that when you link to a landing page, you have a hidden ‘lead source’ field embedded in your form to track where the lead came from. You can then build a report off of this field to see which sources are generating the most leads. This article will cover adding a hidden ‘lead source’ field to a SugarCRM web-to-lead form, and then reporting off of this field. Continue reading
A How-To Guide for Creating Sugar Lead Forms
SugarCRM web-to-lead forms are an incredibly powerful tool for inbound marketing. Forms can be used to promote content, like white papers and ebooks, or they can be used as general contact forms. For an example of how Sugar’s lead forms can be utilized, click the button at the bottom of this article (and perhaps sign up for a free 7-day trial of Sugar… eh, eh).
This article will cover how to set up lead forms and landing pages in Sugar. Sugar’s lead forms are fine out-of-the-box, but there are ways to optimize them for higher conversion. For your landing pages and lead forms to be the most effective and convert the most leads, it’s best to imbed your forms into your website. Here is a step-by-step on how to do this.