Results 1 to 3 of 3

Thread: Updating Campaign Contact using the Lead Capture Form

  1. #1
    southwestcrm is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    171

    Default Updating Campaign Contact using the Lead Capture Form

    Hi,

    I need to understand how Sugar deals with contacts who follow a link from a Sugar-generated campaign email to fill in the lead capture form following receipt of an email offer.

    I do not want a new contact created in the system since they already exist. I would like an ACTIVITYcreated which becomes linked to the LEAD who is making the enquiry.

    Am I using Sugar correctly?

    I have puchased a mailing list and imported them into the LEADS table. Is this the done thing? Should these have been imported as TARGETS?

    I am also sending the mailshot to existing customers who are stored in my ACCOUNTS and CONTACTS tables (under a seperate TARGET list). When they fill in the enquiry form, does Sugar generate a new LEAD for this existing contact in the database? Can an activity be generated instead?

    Am I making any sense?

  2. #2
    eskimo111273 is offline Member
    Join Date
    Apr 2008
    Location
    Dallas, TX
    Posts
    8

    Default Re: Updating Campaign Contact using the Lead Capture Form

    I was wondering about this exact functionality. Have you figured it out?

  3. #3
    tomkerswill is offline Sugar Community Member
    Join Date
    Jul 2006
    Posts
    58

    Default Re: Updating Campaign Contact using the Lead Capture Form

    I too would like to be able to include a link to a web lead capture form in a campaign email, and have it update the lead (rather than create a new one). Or even better (as the OP suggested) to have it create a call, though I guess that's more complex. Is there a way to do either of these?

    Thanks

    Tom

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. The lead creation form should not be in campaign management
    By bradym80 in forum Marketing/Campaign Management
    Replies: 1
    Last Post: 2007-09-06, 07:16 AM
  2. Lead Capture form send to Accounts or Contacts
    By creativeone in forum Help
    Replies: 1
    Last Post: 2007-04-25, 11:18 PM
  3. Guide for website lead Capture form
    By vkr2005 in forum Help
    Replies: 3
    Last Post: 2006-12-01, 09:00 PM
  4. Lead gathering from website contact form
    By obuwebco in forum General Discussion
    Replies: 21
    Last Post: 2006-06-09, 06:08 PM
  5. Non-email campaign management
    By tomv in forum Feature Requests
    Replies: 0
    Last Post: 2006-06-05, 06:13 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •