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WEB CAPTURE MODULE

Examples and how to test. WEB CAPTURE MODULE. Configuration. Web lead format. Subject: Web Lead BODY of email: [#COMPANY_NAME#] Mega Corporation [#CONTACT_TITLE#] Ms [#CONTACT_FIRSTNAME#] Nikki [#CONTACT_LASTNAME#] Burrows [#CONTACT_EMAIL1#] n.burrows@megacorp.biz

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WEB CAPTURE MODULE

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  1. Examples and how to test WEB CAPTURE MODULE

  2. Configuration

  3. Web lead format Subject: Web Lead BODY of email: [#COMPANY_NAME#] Mega Corporation [#CONTACT_TITLE#] Ms [#CONTACT_FIRSTNAME#] Nikki [#CONTACT_LASTNAME#] Burrows [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#ISHOMEADDRESS#] False [#ADDRESS1#] 554 Market Street, Ste 904 [#ADDRESS2#] [#CITY#] San Francisco [#STATE#] CA [#CODE#] 94104 [#COUNTRY#] USA [#COMPANY_PHONE#] 415-123-4567 [#COMPANY_KEYWORD#] Web Lead [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2 [#CONTACT_PHONE1#] 415-999-9999 [#CONTACT_USER01#]<shirt size> XL [#CONTACT_USER02#]<favourite sport> AFL [#CONTACT_USER03#]<team> Sydney Swan [#CONTACT_BIRTHDATE#] 08/04/1984 [#CONTACT_NOTES#] need a great CRM that is easy to use Use the same merge codes as you do for email and Word merge. Optionally, for better readability, you can include the custom caption in <> brackets. Whatever is between <> brackets will be ignored

  4. Subscribe/Unsubscribe format Subject: Newsletter Subscribe BODY of email: [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2 Subject: Newsletter UnSubscribe BODY of email: [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_KEYWORD#] Newsletter2

  5. Sales Opportunity format Subject: Sales Lead BODY of email: [#COMPANY_NAME#] Mega Corporation [#CONTACT_TITLE#] Ms [#CONTACT_FIRSTNAME#] Nikki [#CONTACT_LASTNAME#] Burrows [#CONTACT_EMAIL1#] n.burrows@megacorp.biz [#ISHOMEADDRESS#] False [#ADDRESS1#] 554 Market Street, Ste 904 [#ADDRESS2#] [#CITY#] San Francisco [#STATE#] CA [#CODE#] 94104 [#COUNTRY#] USA [#COMPANY_PHONE#] 415-123-4567 [#COMPANY_KEYWORD#] Web Lead [#CONTACT_KEYWORD#] Newsletter1 [#CONTACT_PHONE1#] 415-999-9999 [#CONTACT_USER01#]<shirt size> XL [#CONTACT_USER02#]<favorite sport> NFL [#CONTACT_BIRTHDATE#] 08/04/1984 [#OPPORTUNITY_SUMMARY#] This is where you collect a 1-line description of what they want [#OPPORTUNITY_FORECAST#] Not Forecasted [#OPPORTUNITY_Category#] Opp Category1 [#OPPORTUNITY_USER01#] 5 [#OPPORTUNITY_USER02#] Data for user-2 field [#OPPORTUNITY_YesNo1#] YES [#OPPORTUNITY_YesNo2#] NO [#OPPORTUNITY_DESCRIPTION#] This is where you collect the multi-line description of what the web lead wants Line 2 description Line 3 description

  6. How to implement & test • You don’t have to have your web form fully designed in order to test the emails that the Web Capture module will be processing • Once you have created the email account for Web Capture processing you can use your email application (e.g. Microsoft Outlook) to send test emails. The important thing to remember is that the emails you send must be in text format, not in HTML or Rich text format. • When you’ve successfully tested all the email templates you intend to use, simply pass them on as specificationsto the web designer

  7. Receiving the web information

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