Logo
English (US) Español
Submit a request Sign in
  1. Verticalresponse
  2. Vertical Response Classic (VRC)
  3. Lists
  4. Opt-in Forms

How do I create a Web-to-Lead Form in Salesforce?

Avatar
Karissa
January 12, 2021 18:16
Follow
1. Enable Web-to-Lead functionality
Enabling web-to-lead is a simple step that should take only a few seconds. Log into Salesforce and navigate to the setup area for web-to-lead (Setup | Customize | Leads | Web-to-Lead). From here click on the hyperlink to enable web-to-lead for your organization. You will be required to assign a default user as the lead creator for new inbound leads.
rtaImage.png
2. Create a Web-to-Lead form
Salesforce does not host web pages for customers, but they do make the process of creating a web-to-lead form as simple as possible. From the web-to-lead setup area, you can get started by selecting the hyperlink labeled Generate the HTML. You will be asked to select the Lead fields that you want to capture on your website, and specify a return URL. The return URL is a web page where you direct visitors after they have filled out your web-to-lead form. This is often a "thank you" page, a "download whitepaper" page, or something similar.
rtaImage.png
3. Cut and Paste the HTML
Salesforce will generate a working HTML page that contains the web-to-lead form you generated. It's not very beautiful, but it works! From here, you can copy and paste the HTML and load it onto your site, or send it over to your web designer to apply your corporate stylesheet. Here is a sample web-to-lead appearance after applying a corporate stylesheet:
rtaImage.png
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • What does the term "Double Opt-in" mean?
  • Can I remove the VerticalResponse footer from my Opt-in Form?
  • Is there a way to control the layout of the opt-in popup?
  • Can I change the frequency of Opt-in Form Alerts?
  • What is the Web Sign-Up Form in my VerticalResponse account?
  • How do I create a Web-to-Lead Form in Salesforce?
  • What does single opt in mean?
  • Can I capture Salesforce leads from multiple web pages with a Web-to-Lead form?
  • Can I change the list associated with my Opt-In Form to another list?
  • What are Opt-In Forms?
See more

Can't find what you're looking for?

Let us help you!

Submit a request

Copyright © 2011-2022 VerticalResponse. All rights reserved.

Powered by Zendesk