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Lead Routing Example

You will need a form on a page on your public website to allow your visitors to enter the required fields and also allow them to enter the optional fields if you want to store extra information regarding the Lead. Specify method=POST in the form tag. In the “action” parameter of the form tag, fill in the URL of your channelsuite install followed by ”/API/Leads/”, for example:

action="http://<your channelsuite install>/API/Leads/"

When the user clicks on save, the form will be posted to the channelsuite server.

In the following example, we allow for a prospective Lead to enter all the information they want to provide.

<form action="http://<your chnnelsuit install>/API/Leads/" name="editForm" id="editForm" method="post" enctype="multipart/form-data" onSubmit="return checkRequired()" >
<span class="fineprint"><label><input id="saveRecord" name="saveRecord" value="0" type="checkbox">&nbsp;Display data without saving</label></span>
<input type="hidden" name="directPostKey" value="get_a_directPostKey_from_your_account_manager">
<input type="hidden" name="source" value="testSource">
    <table border="0" name="outerTable" cellspacing="0" cellpadding="2" style="float:left;">
                    <tr>
                        <td align="right">
                            <label>Company Name:</label>
                        </td>
                        <td >
                            <input value="" name="company" type="text" id="company" maxlength="50" >  *
			</td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>Contact:</label>
                        </td>
                        <td >
                            <input value="" maxlength="25" id="contact" name="contact" type="text"> *
                        </td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>E-mail:</label>
                        </td>
                        <td >
                            <input value="" maxlength="50" id="email" name="email" type="text"> *
                        </td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>Phone:</label>
                        </td>
                        <td >
                            <input value="" name="phone1" id="phone1" maxlength="20" type="text"> *
                        </td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>Interest:</label>
                        </td>
                        <td >
                            <input value="" name="interest" maxlength="20" type="text">
                        </td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>Campaign:</label>
                        </td>
                        <td >
                            <input value="" name="campaign" maxlength="20" type="text">
                        </td>
                    </tr>
    </table>
    <table border="0" name="outerTable" cellspacing="0" cellpadding="2" style="float:left;padding-left:30px;">
		    <tr>
                        <td align="right">
                            <label>Street:</label>
                        </td>
                        <td >
                            <input value="" maxlength="50" name="street1" type="text">
                        </td>
                    </tr>
                    <tr>
                        <td align="right">
                            <label>City:</label>
                        </td>
                        <td >
                            <input value="" maxlength="50" name="city" type="text">
                        </td>
                    </tr>
		    <tr>
			    <td align="right"><label for="country">Country:</label></td>
			    <td><select id="countryCode" name="countryCode" onchange="stateWidgetCallback();">
			    <option value=""> Select... </option>
			    			    <option value="2"> Afghanistan </option>
			    			    <option value="3"> Albania </option>
			    			    <option value="4"> Algeria </option>
			    			    <option value="5"> Andorra </option>
			    			    <option value="6"> Argentina </option>
			    			    <option value="7"> Armenia </option>
			    			    <option value="8"> Australia </option>
			    			    <option value="9"> Austria </option>
			    			    <option value="10"> Azerbaijian </option>
			    			    <option value="11"> Bahamas </option>
			    			    <option value="12"> Bahrain </option>
			    			    <option value="13"> Bangladesh </option>
			    			    <option value="14"> Barbados </option>
			    			    <option value="15"> Belarus </option>
			    			    <option value="16"> Belgium </option>
			    			    <option value="17"> Belize </option>
			    			    <option value="18"> Benin </option>
			    			    <option value="19"> Bhutan </option>
			    			    <option value="20"> Bolivia </option>
			    			    <option value="21"> Bosnia and Herzergovinga </option>
			    			    <option value="22"> Botswana </option>
			    			    <option value="23"> Brazil </option>
			    			    <option value="24"> Brunei </option>
			    			    <option value="25"> Bulgaria </option>
			    			    <option value="26"> Burkina Faso </option>
			    			    <option value="27"> Burundi </option>
			    			    <option value="28"> Cambodia </option>
			    			    <option value="29"> Cameroon </option>
			    			    <option value="30"> Canada </option>
			    			    <option value="31"> Cape Verde </option>
			    			    <option value="32"> Cayman Islands </option>
			    			    <option value="33"> Centeral African Republic </option>
			    			    <option value="34"> Chad </option>
			    			    <option value="35"> Chile </option>
			    			    <option value="36"> China </option>
			    			    <option value="37"> Colombia </option>
			    			    <option value="38"> Comoros </option>
			    			    <option value="39"> Congo </option>
			    			    <option value="40"> Costa Rica </option>
			    			    <option value="41"> Croatia </option>
			    			    <option value="42"> Cuba </option>
			    			    <option value="43"> Cyprus </option>
			    			    <option value="44"> Czech Republic </option>
			    			    <option value="45"> Denmark </option>
			    			    <option value="46"> Djibouti </option>
			    			    <option value="47"> Dominica </option>
			    			    <option value="48"> Dominican Republic </option>
			    			    <option value="49"> Ecuador </option>
			    			    <option value="50"> Egypt </option>
			    			    <option value="51"> El Salvador </option>
			    			    <option value="52"> Equatorial Guinea </option>
			    			    <option value="53"> Eritrea </option>
			    			    <option value="54"> Estonia </option>
			    			    <option value="55"> Ethiopia </option>
			    			    <option value="56"> Fiji </option>
			    			    <option value="57"> Finland </option>
			    			    <option value="58"> France </option>
			    			    <option value="59"> Gabon </option>
			    			    <option value="60"> Gambia </option>
			    			    <option value="61"> Germany </option>
			    			    <option value="62"> Ghana </option>
			    			    <option value="63"> Greece </option>
			    			    <option value="64"> Grenada </option>
			    			    <option value="190"> Guam </option>
			    			    <option value="65"> Guatemala </option>
			    			    <option value="67"> Gineau-Bissau </option>
			    			    <option value="66"> Guinea </option>
			    			    <option value="68"> Guyana </option>
			    			    <option value="69"> Haiti </option>
			    			    <option value="70"> Honduras </option>
			    			    <option value="71"> Hungary </option>
			    			    <option value="72"> Iceland </option>
			    			    <option value="73"> India </option>
			    			    <option value="74"> Indonseia </option>
			    			    <option value="75"> Iran </option>
			    			    <option value="76"> Iraq </option>
			    			    <option value="77"> Ireland </option>
			    			    <option value="78"> Israel </option>
			    			    <option value="79"> Italy </option>
			    			    <option value="80"> Jamaica </option>
			    			    <option value="81"> Japan </option>
			    			    <option value="82"> Jordan </option>
			    			    <option value="83"> Kazakhstan </option>
			    			    <option value="84"> Kenya </option>
			    			    <option value="85"> Kiribati </option>
			    			    <option value="86"> Korea (North) </option>
			    			    <option value="87"> Korea (South) </option>
			    			    <option value="88"> Kuwait </option>
			    			    <option value="89"> Kyrgyzstan </option>
			    			    <option value="90"> Laos </option>
			    			    <option value="91"> Latvia </option>
			    			    <option value="92"> Lebanon </option>
			    			    <option value="93"> Lesotho </option>
			    			    <option value="94"> Liberia </option>
			    			    <option value="95"> Libya </option>
			    			    <option value="96"> Liechtenstien </option>
			    			    <option value="97"> Lithuania </option>
			    			    <option value="98"> Luxembourg </option>
			    			    <option value="99"> Macedonia </option>
			    			    <option value="100"> Madagascar </option>
			    			    <option value="101"> Malawi </option>
			    			    <option value="102"> Malaysia </option>
			    			    <option value="103"> Maldives </option>
			    			    <option value="104"> Mali </option>
			    			    <option value="105"> Malta </option>
			    			    <option value="106"> Marshall Islands </option>
			    			    <option value="107"> Mauritania </option>
			    			    <option value="108"> Mauritius </option>
			    			    <option value="109"> Mexico </option>
			    			    <option value="110"> Micronesia </option>
			    			    <option value="111"> Moldova </option>
			    			    <option value="112"> Monaco </option>
			    			    <option value="113"> Mongolia </option>
			    			    <option value="114"> Morocco </option>
			    			    <option value="115"> Mozambique </option>
			    			    <option value="116"> Myanmar </option>
			    			    <option value="189"> NA </option>
			    			    <option value="117"> Nambia </option>
			    			    <option value="118"> Nauru </option>
			    			    <option value="119"> Nepal </option>
			    			    <option value="120"> Netherlands </option>
			    			    <option value="121"> New Zealand </option>
			    			    <option value="122"> Nicaragua </option>
			    			    <option value="123"> Niger </option>
			    			    <option value="125"> Norway </option>
			    			    <option value="124"> Nigeria </option>
			    			    <option value="126"> Oman </option>
			    			    <option value="127"> Pakistan </option>
			    			    <option value="128"> Palau </option>
			    			    <option value="129"> Panama </option>
			    			    <option value="130"> Papa New Guinea </option>
			    			    <option value="186"> Paraguay </option>
			    			    <option value="131"> Peru </option>
			    			    <option value="132"> Philippines </option>
			    			    <option value="133"> Poland </option>
			    			    <option value="134"> Portugal </option>
			    			    <option value="187"> Puerto Rico </option>
			    			    <option value="135"> Qatar </option>
			    			    <option value="136"> Romania </option>
			    			    <option value="137"> Russian Federation </option>
			    			    <option value="138"> Rwanda </option>
			    			    <option value="139"> Saint Lucia </option>
			    			    <option value="140"> Samoa </option>
			    			    <option value="141"> San Marino </option>
			    			    <option value="142"> Saudi Arabia </option>
			    			    <option value="191"> Scotland </option>
			    			    <option value="143"> Senegal </option>
			    			    <option value="145"> Sierra Leone </option>
			    			    <option value="146"> Singapore </option>
			    			    <option value="147"> Slovak Republic </option>
			    			    <option value="148"> Slovenia </option>
			    			    <option value="149"> Solomon Islands </option>
			    			    <option value="150"> Somalia </option>
			    			    <option value="151"> South Africa </option>
			    			    <option value="152"> Spain </option>
			    			    <option value="153"> Sri Lanka </option>
			    			    <option value="154"> Sudan </option>
			    			    <option value="155"> Suriname </option>
			    			    <option value="156"> Swaziland </option>
			    			    <option value="157"> Sweden </option>
			    			    <option value="158"> Switzerland </option>
			    			    <option value="159"> Syria </option>
			    			    <option value="160"> Taiwan </option>
			    			    <option value="161"> Tajikistan </option>
			    			    <option value="162"> Tanzania </option>
			    			    <option value="163"> Thailand </option>
			    			    <option value="164"> Togo </option>
			    			    <option value="165"> Tonga </option>
			    			    <option value="166"> Trinidad and Tobago </option>
			    			    <option value="167"> Tunisia </option>
			    			    <option value="168"> Turkey </option>
			    			    <option value="169"> Turkmenistan </option>
			    			    <option value="170"> Tuvalu </option>
			    			    <option value="171"> Uganda </option>
			    			    <option value="172"> Ukraine </option>
			    			    <option value="173"> United Arab Emirates </option>
			    			    <option value="174"> United Kingdom </option>
			    			    <option value="1" selected> United States </option>
			    			    <option value="175"> Uruguay </option>
			    			    <option value="176"> Uzbekistan </option>
			    			    <option value="177"> Vanuatu </option>
			    			    <option value="178"> Vatican City </option>
			    			    <option value="179"> Venezuela </option>
			    			    <option value="180"> Vietnam </option>
			    			    <option value="181"> Virgin Islands </option>
			    			    <option value="183"> Zambia </option>
			    			    <option value="184"> Zimbabwe </option>
			    			    </select> *</td>
		    </tr>
		    <tr>
			    <td align="right"><label for="state">State/Province:</label></td>
			    <td id="statecell"></td>
		    </tr>
                    <tr>
                        <td align="right">
                            <label>Postal Code:</label>
                        </td>
                        <td >
                            <input value="" name="zip" maxlength="10" type="text">
                        </td>
                    </tr>
    </table>
    <br style="clear: both"> 
     <table border="0" name="outerTable" cellspacing="0" cellpadding="2">
    <tr>
                        <td valign="top">
                          <label>How did you<br>hear about us?:</label>
                        </td>
                        <td >&nbsp;
                            <select name="how">
                              <option value="">Make a Selection</option>
                              <option selected="selected" value="Referral">Referral</option>
                              <option value="I am a customer">I am a customer</option>
                              <option value="Trade Show">Trade Show</option>
                              <option value="Company Website">Company Website</option>
                              <option value="Search Engine">Search Engine</option>
                              <option value="Trade Publication">Trade Publication</option>
                              <option value="Other">Other</option>
                            </select>
                        </td>
    </tr>
    <tr>
                        <td valign="top">
                            <label>Comments:</label>
                        </td>
                        <td >&nbsp;
                            <textarea name="custom_flds" cols="80" rows="5">Add custom comments to the Lead here.</textarea>
                        </td>
    </tr>
        <tr>
                        <td valign="top">
                        </td>
                        <td> <span style="display:none;visibility:hidden;">
                               <label for="comments">
                               Ignore this text box. It is used to detect spaambots.
                               If you enter anything into this text box, your submission
                               will be rejected.
                               </label>
                               <input type="text" name="comments" size="1" value="" />
                             </span>
                            <p>&nbsp;&nbsp;<input id="submitButton" value="Save" type="submit">
                        </td>
    </tr>
     </table>
</form>
ld-example.txt · Last modified: 2011/04/21 20:17 by jason