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Thread: HOWTO: Edit a Campaign Lead Capture Form?

  1. #1
    baigeman is offline Sugar Community Member
    Join Date
    Dec 2007
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    40

    Default HOWTO: Edit a Campaign Lead Capture Form?

    The Create Lead Form feature in 4.5.1 is great to make a basic fool proof lead capture form. My problem is that after you make it you can't see it anywhere in the Sugar database and you can't edit it anymore in the WYSIWYG editor.

    Is there a way to manage and edit your Lead Capture Forms in Sugar?

    Also, is there any problem with using the Campaign lead capture form on a webpage as a web to lead form? I can't think of a reason why this would not work, but I just want to be clear.

    Thanks in advance.
    SugarOS 4.5.1h
    VMware on a LAMP
    3-5 users

  2. #2
    sapmin is offline Sugar Community Member
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    Default Re: HOWTO: Edit a Campaign Lead Capture Form?

    Quote Originally Posted by baigeman
    The Create Lead Form feature in 4.5.1 is great to make a basic fool proof lead capture form. My problem is that after you make it you can't see it anywhere in the Sugar database and you can't edit it anymore in the WYSIWYG editor.

    Is there a way to manage and edit your Lead Capture Forms in Sugar?

    Also, is there any problem with using the Campaign lead capture form on a webpage as a web to lead form? I can't think of a reason why this would not work, but I just want to be clear.

    Thanks in advance.
    The answer to both is absolutely you can.

    The form is saved on your server after you create it. You can down it and / or edit it as you need to. You can easily drop the code into another webpage, and modify it to fit right in with your site. Change the field sizes, titles, positions, all with out causing any issues with the lead submission.

  3. #3
    baigeman is offline Sugar Community Member
    Join Date
    Dec 2007
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    40

    Default Re: HOWTO: Edit a Campaign Lead Capture Form?

    Great, it is really good to know that you can mess with the look,size, etc, and integrate the form into a web page without a hitch.

    But there is not a way to see these lead capture forms inside the Sugar DB and re-edit them in the SUGAR WYSIWYG?

    Thanks again for the help
    SugarOS 4.5.1h
    VMware on a LAMP
    3-5 users

  4. #4
    Join Date
    Nov 2007
    Location
    Honolulu, HI USA
    Posts
    5

    Default Re: HOWTO: Edit a Campaign Lead Capture Form?

    I have done some editing and most of the time the is no hitch. However I am trying to intergrate the forms to a Wordpress Blog and always get an error. It says erro on page. I am trying to find out where the error is being logged so I can trouble shoot it.

    If I create the form by itself it is fine. I am now trying to create a seperate page outsside the blog that looks like to blog as a work around. I love the ability to instantly populate me SugarCRM data base with leads.

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