it's possibe to add a field for example "phone field" in the interface for create a new Leads of marketo ?
Unfortunately there is no way to customize this Lead Creation widget.
What I'd suggest is to create a Marketo form and embed it on some internal page you have.
In this form you can include all the fields you want the marketers to fill out when they manually creating new leads - phone number for example.
TIP: Make sure you have some javascript installed on this page which removes the mkto cookie from the marketer's browser - otherwise, all his/her web activity will be associated with the newly created lead.
Related
I have a link that leads to a prefilled Google form, the prefilled form is editable and user can change the entries
I added a note not to change anything but of course user still has a capability to change it if they want to.
Is there a way to lock or restrict the user from editing the prefilled form?
The user need to see the fields with the prefilled content, but they should not be able to edit/modify it.
There is no way to use prefilled values with a standard Google Form without allowing the user to edit those values in the form. Consider creating a web app based form instead of a standard Google Form. See the Web App Demo for sample code.
In the event the prefilled values do not need to be viewed or edited, you can put the fields that that hold them in a section of their own. Then skip that section so that it is not visible to people who fill in the form.
I have a client that wants a property directory, but they want users to be able to favourite multiple properties - then view their favourite properties on separate page - then send all those properties to a single email address as part of an enquiry.
cannot see how to do this using agentpress framework
You have two options, the first is to save as properties in session. The second if users are logged in to Wordpress is to use admin-ajax to add the properties as a meta data of the user. So this way you can access these meta infos using get_user_meta();
Documentation:
https://codex.wordpress.org/Function_Reference/get_user_meta
https://codex.wordpress.org/Function_Reference/add_user_meta
https://codex.wordpress.org/Function_Reference/update_user_meta
I'm wondering if it's possible to use a saleforce form for registering users on wordpress so that when a user registers on the frontend their details are sent to saleforce CRM?
The answer would vary depending on what form tool, if any, you're using, but lately I've been using Gravity Forms and have had great success with connecting to Salesforce via a custom Gravity forms redirect confirmation.
Once you have a form built in Gravity Forms, go to Form Settings > Confirmations. Edit the default Confirmation and change to Type "Redirect". You'll want to post the form to Salesforce's Web-To-Lead API, so enter https://www.salesforce.com/servlet/servlet.WebToLead in the Redirect URL field.
You'll then pass the fields you need via a query string, so check the 'Pass Field Data Via Query String' box, then configure the query string with Salesforce field names and Gravity forms merge tags. There are a couple required parameters including the encoding, your Salesforce Company ID, and a return URL to redirect back to after the form is submitted.
Leave off the ? to begin the query string, so it looks like
encoding=UTF-8&oid=0123456789&retURL=http://example.com
then add fields such as first name, last name, company, country, etc. by adding a parameter for each and selecting the appropriate Gravity Form merge tag from the menu on the right. It will end up looking something like
&first_name={First Name:1}&last_name={Last Name:2}&company={Company:3}
You can also send data to custom fields in Salesforce if you find the field ID. The easiest way to do this is by creating a Web-to-lead form in Salesforce and copying the field's name.
All together, your confirmation should look something like this -
For bonus points, you could add a hidden field to the form for the Return URL and populate it dynamically on the page, either by pulling the current page URL, or adding a custom field to choose a Return URL dynamically.
If you're not using Gravity Forms, you can still use Salesforce's Web-To-Lead tool by creating your own form, or using theirs, and sending the data in a query string.
There are various plugins that allow you to send data to Salesforce from a form, such as WordPress-to-lead for Salesforce CRM.
It is also possible to use the Salesforce API to build a single signon, and register users to or from either service. I built one for SugarCRM, which you can view the code for it at Github to get an idea of how it might work with Salesforce.
I'm completely new to the whole WordPress scene so I kind of don't know the "WordPress way" of doing the desired task:
Create a form where a user would fill in some details (such as name, surname, upload a video or post a youtube iframe link)
Submit it, once it's done - an admin must verify that everything has been filled out correctly and after that the video can be seen on the website.
Should I write a plugin of some sort that would do that or how does it happen?
Thank you.
The Gravity Forms plugin allows you to do exactly what you're looking to do. With it, you can set up a form that creates a post and sets it to be 'Pending Review' in WordPress. This tutorial contains everything you need to know about what you'll need to do.
If you want to create a Custom Post Type (ie. 'User Page') to better separate user submissions, you'll need to employ this special add-on (as mentioned in the tutorial above).
Simple question for all of you here dealing with Drupal 6.x...
With Drupal's Add More module, is there a way to configure my webform so that there is no limit on how many of a specific fields I can add more of?
Please see my image for example:
For example, I'd like to enable the user to add as many titles as they would like. Is that doable?
Unfortunately, it's not currently possible to add unlimited "add another" functionality with webforms. And if this functionality does become a reality someday, I doubt it will be backported to the Drupal 6 version of the module. From the webform modules author (quicksketch):
there is no progress on this subject. The ability to support multiple
values requires a tremendous amount of re-architecting, including
changes to the way CSVs are generated, analysis, the database
structure, and the UI (both for administrators and users). I wouldn't
expect this feature to be added any time soon.
See this thread for more information:
http://drupal.org/node/354381
I would suggest using a node and the CCK module plus rules and views to collect this information.
Assumptions:
Anonymous users can fill out the current form
You need some way of retrieving the data that is submitted
Regular users of the site should not be able to view submissions
Very loose directions:
Create a content type and add all of the fields that your current webform contains to it. CCK has the ability to store unlimited values out of the box. On the field settings page, inside the Global Settings fieldset, select "Unlimited" for the "Number of Values" field.
Give anonymous users permission to Create [your-new-content-type] Content on the Role Permissions page.
Using the Rules module, create a new triggered rule that fires on "Content is about to be viewed" with an condition "Content has type [your-new-content-type]" and an action of redirect to homepage (or a custom error page that you created). (Note: this is a bit of a performance hit. There are better ways to restrict access to this content type, but for the sake of this tutorial, this was the easiest to explain)
Using the Views module, create a new view with Style set to Table. Add each of the fields in [your-new-content-type] in the fields section. Under "Access" choose "role" and select the role that is assigned to your user. Add a "page" display, give it a Path and save. This is the page you will use to view submissions.
Optional:
Use the Rules module to send yourself (or the submitter) an email when a node of [your-new-content-type] is created.