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Thread: Auto Designer for Lead Web Capture form

  1. #1
    etabs is offline Sugar Community Member
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    Default Auto Designer for Lead Web Capture form

    I am currently using Sugar Professional Version 4.5.0h (Build 1239) and would like to build some webforms to feed into the leads module. From what I understand, there is an auto designer for this built into the campaigns module. but I can't seem to find it in the shortcuts menu while I am in the campaign module. The options that I see are:

    Create Campaigns
    Campaign
    Create Target List
    Target Lists
    Targets
    Create Email Templates
    Email Templates
    Import Targets
    Saved Searches

    Can anyone give me a hand in letting me know that I'm missing?

    Thanks,
    Aaron

  2. #2
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Auto Designer for Lead Web Capture form

    Hi Aaron,

    Lead capture form wizard was introduced in version 4.5.1

  3. #3
    etabs is offline Sugar Community Member
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    Default Re: Auto Designer for Lead Web Capture form

    Quote Originally Posted by Markku
    Hi Aaron,

    Lead capture form wizard was introduced in version 4.5.1
    Thanks Markku I had a feeling that would be the case. Aside from upgrading, which I'll be doing shortly, what is the easiest way to get these forms set up?

    Thanks again,
    Aaron

  4. #4
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Auto Designer for Lead Web Capture form

    I guess you can use /Examples/ExampleLeadCapture.php as a starting point.

    Best,

    - Markku

  5. #5
    lifetimewebhost.com is offline Junior Member
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    Smile Re: Auto Designer for Lead Web Capture form

    Quote Originally Posted by Markku
    Hi Aaron,

    Lead capture form wizard was introduced in version 4.5.1

    What are the steps to access the wizard in Sugar OS 451?

  6. #6
    lifetimewebhost.com is offline Junior Member
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    Thumbs up Re: Auto Designer for Lead Web Capture form

    Quote Originally Posted by lifetimewebhost.com
    What are the steps to access the wizard in Sugar OS 451?

    Never mind I found the method to Create Lead Form to utilize the Web to Lead feature. To start the the Lead Capture Wizard just do the following.

    Click Campaigns
    Click Create Lead Form

    This requires Sugar CRM 4.5.1 OS or greater

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