PowerWebForm Has Been Enhanced to Create Sweet Landing Pages

Take your web forms to new heights with our latest enhancement, landing pages! PowerWebForm is one of PowerObjects' most popular PowerPack Add-ons for Microsoft Dynamics CRM. Users love the convenience of having their web form submissions feed directly into their CRM, and even create new records if needed!

With our latest enhancement to PowerWebForm, users can now turn their web forms into landing pages. Landing pages are a great way to urge a call to action for your website visitors to provide you their information. Landing pages are typically used to exchange something for the prospect's information. For example, many companies use a landing page to capture visitor's information in exchange for downloadable content.

Using the landing page feature in PowerWebForm, you can create a stylized page with a call to action and have the information feed directly into your CRM. Users still get the same benefits as the traditional web form in PowerWebForm, such as having the web form create a new record for their chosen entity (custom or out-of-the-box), duplicate detection, notification emails, and more.

This enhancement is excellent for marketing teams. Our internal marketing team uses them regularly, since they are so easy and fast to make. They are great for quick campaigns or events. Not to mention it takes some of the work load off our web design team! Here's an example of a landing page we created to promote our eBook, Getting Started with Marketing Automation and CRM.

The landing page designer is simple and easy to use. Follow the intuitive designer and build your first landing page in mere minutes!

Landing Pages

Landing Pages

Want to check out landing pages for yourself? Download the latest version of PowerWebForm to get started! If you're not currently using PowerWebForm, download the solution today and start your FREE 30 day trial.

Happy CRM'ing!

Make a Love Connection: Finding the Right Marketing Automation Tools in CRM for Your Business

Marketing automation is a lot like online dating isn't' it? You put yourself out there and hope that you get the results or love matches that you were hoping for. Wouldn't it be great if there was a way to target the exact type of relationship partner you wanted and automate the stages of that relationship from the "just getting to know you" stage all the way to life-long partner? Love would be so simple if you could sit back and let everything just take care of itself! Unfortunately, love doesn't quite work that way, but your marketing automation can! In today's blog, we will take a look at four tools in CRM that you can use to get started with marketing automation. Let's dive in!

So, what is marketing automation? PowerObjects' Dean Jones describes marketing automation is as a one-on-one conversation. At this point you're probably saying, "There is no way I can have a one-on-one conversation with all my customers and prospects." You are correct, however, we can make it appear as though you are. Marketing automation does not start with a bulk message (although indirectly it can), it starts with an action. For example, say a customer filled out a web form asking for information on training. This action can trigger a marketing conversation about "education offerings". Maybe a person attends a webinar about a new product. This could trigger a marketing conversation about a "new product". What if a person fills out a shopping cart, but never submitted the order? This could trigger a marketing conversation about completing the order. The point we are trying to make here is that the conversion should be defined in advance so that the correct conversation can be triggered by an event that starts the conversation for each prospect or customer at any point in time. Let's take a look at four tools in CRM that can get you started with these actions, events, and conversions.


1. Email

Email is probably the most common marketing automation tool, and CRM makes sending both bulk and single email campaigns pretty painless. Using CRM, you can create marketing lists built on specific criteria to send targeted information to your contacts or leads. Tools like PowerMailChimp even allow you to build emails in MailChimp and then send them using CRM. Email is a great tool to use for sending newsletters, surveys, and any other electronic communication you can think of. Using workflows in CRM, you can set up emails to be automatically sent to contacts based on an action they've taken. For example, if they fill out a web form, you can use a CRM workflow to send a confirmation email automatically. Use a tool like PowerEmail to track open and click rates, too!

2. Web Traffic

Monitoring your web traffic is great way to see who is visiting your website and learn what content they are viewing. What's great about CRM, is that if a customer or prospect is already in your CRM system, you can track if they visit your website, too! Tools like PowerWebTraffic make this super simple. The data you get from monitoring your web traffic can be used to implement a specific marketing campaign for example. Or use it to see what services your audience is most interested in to create content targeted towards that audience. After all, it's a heck of a lot easier to market to someone you already know knows you than to blindly send communications to anyone who might be interested.

3. Web Forms

If you use web forms on your website, it's best practice to import those back into CRM immediately. This way you can track them as new leads or see if they are already in your system. Using a tool like PowerWebForm, you can automate this process. You can even track that web form on the contact's CRM record so that you can always reference when and where they became a lead or contact from. Web forms allow you to "gate" resources or materials that your marketing team has put together so that instead of just giving something away for free, you have a way to gauge who is using the tools you work so hard to provide.

4. SMS

When marketing, it's important to communicate with your audience in the way that they prefer, and some people really love getting a simple text. Automated SMS messages are a quick and easy way to send reminders about events or to use as a fun way to communicate with attendees at a conference. Maybe you set up a fun game using PowerTrivia as a way to increase brand awareness or set up a coupon code to be sent out at a certain date and time. The marketing potential in SMS messages is infinite, and since they are so easy to set up, especially with a tool like PowerSMS, why not take advantage of that flexibility?

Check out what else Dean has to say about marketing automation and CRM tools. Remember, marketing automation doesn't have to be a hassle. Use the tools you already have within CRM and don't be afraid to try something! You won't know what works and what doesn't unless you take the leap first. At the end of the day, the ultimate relationship is marketing automation and CRM. They truly are a match made in heaven!

Happy CRM'ing!

How to Track Web Traffic of Leads that Fill out a Web Form with Microsoft Dynamics CRM

PowerWebForm is an easy way to track data from a form on your website back to CRM. PowerWebTraffic is a great way to see what your customers are interested in from your website. Individually they are both very helpful, but working together they can be an even better tool. With the steps below, you can create a simple workflow to send an email from CRM when a form is submitted and in that email is a link back to your tracked page. Within minutes of a potential customer filling out a form, you will be able to see all the places they visited on your site.

To begin tracking web traffic, first, create a new process.

Create a new process to create web traffic in CRM

Give the process a name that will be easily identified when looking through the list later.  The entity will be a Web Form Activity and the Category will be a Workflow.

Create a process as a worfklow to track web traffic

The scope of this workflow will depend on the organization, but in this particular case we will change it to Organization.  This workflow needs to start each time a Web Form Activity is created so we will leave this as the default.

Select organization as the scope

The first step of the workflow is to wait 3 minutes to ensure PowerWebForm has fully created the Web Form Activity.  This is more than enough time but better safe than sorry!  To create this step, click on Add Step > Wait Condition.

Add a wait condition

Give the wait condition an easily understood name and then click on the condition.

Select a timeframe for the condition

On the screen that appears, have the Process timeout for duration of 3 minutes.  Click Save and Close.

web forms crm

Back on the workflow screen, click directly on the “Select this row and click Add Step”.  This allows us to do a check of the Web Form Activity after the process has timed out for 3 minutes.  This check will look at the subject of the Web Form Activity and ensure the submission is for the appropriate web form on your website.

web traffic forms crm

Click Add Step and choose Check Condition.

web forms crm traffic

Give the check condition an easily understood name and then click on the condition.

web form check condition

On the screen that appears, choose Web Form Activity – Subject – Equals – [Subject of your Web Form Activity].  Web Form Activities from the same Web Form have the same subject so by looking for this, we can ensure the Web Form Activity that was created was for the Web Form we want to respond to.  This also allows you to have a workflow similar to this for multiple Web Forms.  Click Save and Close.

web traffic form crm

Now that we have our wait condition and check condition complete, we can create our email.  Click on “Select this row and click Add Step”.

track web traffic crm

Add the step to Send E-mail.  If you want to personalize each email that goes out, you could create an email without sending it.

crm web traffic

Give the Send Email step an easily understood name and click Set Properties.

crm web forms

Fill in the email with the appropriate information.  The To field will be what the Web Form Activity is regarding so set this as a dynamic value.  Add the hyperlink of the appropriate website in the body of the email.  Don’t worry about adding the tracking token from PowerWebTraffic as CRM will do this automatically. The email will look similar to this when you are done!  Click Save and Close when you are comfortable and Activate your workflow.

web forms crm

Now you can sit back and watch as potential customers tie their CRM record to the clicks on your site!

Happy CRM’ing!

Webinar: Web Forms are not Just for Leads

Web Forms are not Just for Leads – see the Power of the Data When Combined with Microsoft Dynamics CRM

Join us June 14, 2012 10 a.m. CDT. 

As part of our goal to constantly add value to Microsoft Dynamics CRM , PowerObjects is continuing on in our webinar series that we lovingly call the PowerObject's CRM How-to Webinar Series (I know, the name is creative, right?). This particular webinar will be the third in that series.

In the past we have talked about  taking your email newsletters to the next level by using Microsoft Dynamics CRM, and the power of doing surveys in Microsoft Dynamics CRM.

This 30-minute webinar will cover how to utilize Microsoft Dynamics CRM to collect not only leads, but other data via web forms.

What you'll learn:

- Quick explanation of the PowerWebForm add-on

- Different ways to use web forms

- Setting up a web form

- Why collect web form data in CRM?

- What to do with web form data once it's in CRM

Register Now!


About the Speaker

Cecilie Svensgaard is the manager of PowerPack, PowerObjects' value-adding Microsoft Dynamics CRM add-ons. She is passionate about helping PowerPack customers, and really enjoys exploring the add-ons to help users get the most out of their PowerPack experience. Cecilie holds a degree in Business Administration from the University of Minnesota Duluth. When she's not enjoying the wonders of CRM, Cecilie likes to spend time outside, work out, spend time with her family and play with her two cats.

Dear JoeCRM #8

CRM ExpertDear JoeCRM

My company needs to collect lead information on our website using a web form. I have installed and configured PowerWebForm but I need a little help on how I can implement a form on my website.

Thanks,

Marketing Dude

Dear Marketing Dude,

I will walk you through three different ways you can implement PowerWebForm in your environment.

To get started, open up the record that you have created in PowerWebForm. From here you can select the “Review and Deploy” button in the ribbon entity

crm and web forms

A pop up window will appear which will display how the form will look.

web forms for CRM

Now we will get into the three options of how to deployed PowerWebForm.

First Option:

Your first option is that you can copy the URL.  When you select this option, the URL is copied to your clipboard.

Dynamics CRM web form builder

You will receive a confirmation pop up that the URL was copied successfully.

PowerWebForm

Here is an example of how the URL will look. With a little bit of html wizardry you could add this URL to a custom button on your website.  This coding is not included in PowerWebForm and would need to be provided by the person or organization that handles your website.

https://cloud.crm.powerobjects.net/powerwebform/v1/powerwebform.aspx?t=f8CSjbeRFCPE%2F%2FndGsbYJbDF9wQydAVK0rXKPQ%2BQ0CPQaAZ92iVsY0CBw2ydml1S7vYizGdtUKvxDNijMTlALvwYBPGTbMqT%2Bhyav7f%2BYuS9rcp24jGPkB4ExUDIytcnKHzWIjuAoMPudG0Ob6%2BpGDpRISbmTDJQNODKETIfoak%3D&formId=powf_B4C407981C8EE111B5331CC1DEE89AC4

Second Option:

The second option is to copy the iFrame.

MSCRM web form builder

Once again you will receive a pop telling you that the iFrame has been successfully copied to the clipboard.

PowerWebForm

Below is an example of the iFrame code.  This code can now be added to your website.  The iFrame will look exactly how it displays in the preview option.

<iframe frameborder="0" id="powf_B4C407981C8EE111B5331CC1DEE89AC3" src="https://cloud.crm.powerobjects.net/powerwebform/v1/powerwebform.aspx?t=f8CSjbeRFCPE%2F%2FndGsbYJbDF9wQydAVK0rXKPQ%2BQ0CPQaAZ92iVsY0CBw2ydml1S7vYizGdtUKvxDNijMTlALvwYBPGTbMqT%2Bhyav7f%2BYuS9rcp24jGPkB4ExUDIytcnKHzWIjuAoMPudG0Ob6%2BpGDpRISbmTDJQNODKETIfoak%3D&amp;formId=powf_B4C407981C8EE111B5331CC1DEE89AC4" width="100%"></iframe>

Third Option:

This last option will take some technicalprogramming skill set.  If you have developer on staff this should be an easy task for them.

Select the Copy URL Option and then past the URL into Internet Explorer.

The form will display for you.

PowerWebForm

Right click on the form and select “View source”.

PowerWebForm

The code used to build and display the form is now available.  If you are a developer, you can now modify the look and feel of the form.

Please note that there are some required pieces in this code to update CRM so be careful on what you update and change.

PowerWebForm

No need to fear, JoeCRM is here!!! And, now you have three ways to implement a web form on your website!

Happy CRM'ing!

Psssst....you can try PowerWebForm free for 30 Days! Start your unrestricted trial today.

How to use a web form to collect subscribers for your eNewsletter using Microsoft Dynamics CRM

When people visit your website and subscribe to your newsletter, are you exporting data from one system and importing it into another? Exporting from your email service provider and importing into your CRM or some other system? What if someone signs up 10 minutes before you send out your newsletter? Wouldn’t you want them to receive the newsletter you are about to send?

By combining the Microsoft Dynamics CRM add-ons PowerWebForm and PowerMailChimp, you can now automatically create a list of people to send your newsletter.

How, you ask, can this be done?

Once you’ve built your web form in CRM and posted it to your web page (see PowerWebForm user guide for more details), you would create a dynamic marketing list that automatically pulls in all users who have filled out that particular web form. Every time someone fills out a web form, a web form activity is associated to that person in CRM, which makes it easy to pull together a list of those people. So, for example, everyone who has decided to subscribe to your newsletter using the “subscribe to newsletter” web form will automatically be pulled into this dynamic marketing list.

Note: The dynamic marketing list will automatically sync right before your PowerMailChimp blast (in this case a newsletter) is sent out. That way, no one is left out when your newsletter is sent out.

Navigate to your CRM, click on Marketing and Marketing Lists. Then click New. Set up your marketing list to be dynamic and select a MailChimp list to associate this marketing list to (see more details on how to set up your MailChimp account and user PowerMailChimp in the PowerMailChimp user guide).

Microsoft Dynamics CRM web forms

Go to “Add Marketing List Members” and set up your query:

Microsoft Dynamics CRM email service provider

Save and Close.

Navigate to the PowerMailChimp section of your CRM. Click on PowerMailChimp Blast and New. Fill in the required fields at the top , associate the Newsletter marketing list you’ve created (along with the other marketing lists you’d like to send your newsletters to) to the blast, select your template, and your newsletter is ready to go!

online web form Microsoft Dynamics CRM

That’s the combined power of PowerWebForm and PowerMailChimp!

Happy CRM’ing!

Web Form Submissions Straight into CRM

Want an easy way to capture data on your website and move it straight into CRM? With PowerWebForm from PowerObjects, you can! Whether you have a 'Contact Us' form or a 'Lead Gen' form, PowerWebForm finally gives you a way to affordably bridge the gap from your website to your Microsoft Dynamics CRM.

1. Create web forms in CRM

CRM Online Web Form

2. Add fields

CRM web form

3. Change the look and feel

Microsoft Dynamics CRM Lead to Web

4. Preview and Deploy

5. Post the form to your website

6. View the data in CRM

This tool is great for web site contact us forms, website landing pages and campaign response initiated activities. Now that this information is in your CRM you can act on it!

See the magic for yourself - try PowerWebForm FREE for 30 days. Happy CRM'ing!

Lead Forms for CRM 2011 Rock

How nice would it be if when a lead submitted a form on your website the information just appeared in Dynamics CRM? And even better, wouldn't it be great if this was an out of the box feature?

Well, in Microsoft Dynamics CRM 2011 it is. CRM online users get access to something called "Internet Lead Capture," a cool feature that allows a Microsoft Dynamics CRM user with no programming or development experience to create a web-based, personalized lead capture landing page that is tied directly to Microsoft Dynamics CRM.

For example, a basic landing page you might want to create is a "Contact Us" form where you ask your prospects basic contact information and a question or two about their business needs.

Then, as long as you're using an Internet Lead Capture landing page, when your prospect hits, "submit" the lead information flows into the "Internet Leads" area of Dynamics CRM where the lead is then assigned to a salesperson and followed up with.

And, of course, when the salesperson opens up the lead record for the first time, the corresponding CRM fields from the form are already populated.

Another plus, is that within Internet Lead Capture there are metrics that measure information like leads per month and landing page performance.

To get started creating your landing page, select the Internet Lead Capture icon in the Sales area of Dynamics CRM 2011 and select "Create a new landing page."

And…you're done! As soon as you select "finish" you'll have a live landing page out on the internet (which even helps improve your organization's web presence).

Now it's up to you to decide what to do with the leads. Assigning the leads to yourself or divvying them up among other users will create actual lead records in CRM (at this point the leads are in a kind of "lead limbo" until you make the next move and assign them). You also have the option to simply delete them from Dynamics CRM.

Full disclosure; once you dig into this you'll realize it's just the tip of the iceberg. After you start putting your custom CRM lead fields on personalized internet landing pages that in turn automatically populate your Microsoft Dynamics CRM system, you'll start to wonder what else is possible.

Whether it's creating alerts to notify users when a new lead capture record is created, designing a landing page for registration to events, creating surveys for your customers that add the results directly to their CRM record or creating a custom portal for your clients that they can use to update their own CRM records… the sky is the limit.

If you need a little inspiration let us know, because CRM is all we do. You can find your Microsoft CRM Experts here

Happy CRM'ing