Nate_Oosterhous

Level 7

Joined the community 04-03-2014

Level 7

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How to track a Referrer person in order to send emails to if the Lead ...

by Nate_Oosterhous 03-23-2015

Good Afternoon All!We have set up a referral form as you see below:We have created 4 fields which is what you see under the "Your information" form section above to display who the referrer was which means these are fields are populated on the referral leads record. See example below:The person who...

Discussions

1522 0 3

Lead Management
trigger.Web Page does not work

by Nate_Oosterhous 03-23-2015

Hello all,Situation: We have a contact us form that us used multiple times on our across our website with the same form ID. It is used on external web pages. We want to be able to drag a token into an alert to specify what webpage the form was filled out on so sales reps can know. Problem: We have...

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2503 0 6

Lead Management
Re: How to create a field that grabs the web page the form was filled ...

by Nate_Oosterhous 03-20-2015

Hi Sanford,Would I have our developer put that whole code just like it is with the asterisks and everything in the form we have embedded on multiple external web pages?

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7336 0 0
Re: How to create a field that grabs the web page the form was filled ...

by Nate_Oosterhous 03-19-2015

Hi Kenny,I tried that and it doesn't populate the field. It would be an external web page that we want to populate the field with because the form is on an external web page. Any ideas?

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7336 0 0
How to create a field that grabs the web page the form was filled out ...

by Nate_Oosterhous 03-19-2015

Hello Everyone!We are looking at creating a field that will grab the web page the form was filled out on. We then would like to add this as a token in and alert that goes to sales when a form is filled out? Do anyone have any ideas of how to accomplish this?

Discussions

8343 0 16

Lead Management
Re: Fills out form trigger constraint for web page does not work

by Nate_Oosterhous 03-19-2015

Hello again,{{trigger.Name}} pulls in the form's name and not the webpage the form was filled out on which is what we want. Any other ideas?

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4369 0 0
Re: Fills out form trigger constraint for web page does not work

by Nate_Oosterhous 03-19-2015

Hey Josh,Could you send a screenshot by any chance of an example?

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4369 0 0
Fills out form trigger constraint for web page does not work

by Nate_Oosterhous 03-18-2015

Hello Everyone,I need your help on this one. We have a contact us form that us used multiple times on our across our website. The same form ID. We want to be able to drag a token into an alert to specify what webpage the form was filled out on. Our ProblemThe form is on external webpages but whe...

Discussions

4790 0 9

Lead Management
Re: Creating a New Line Program Token to Organize a History Field

by Nate_Oosterhous 03-16-2015

Thanks Josh,I will continue to research. I haven't found anything yet that works.

Discussions

3998 0 0
Creating a New Line Program Token to Organize a History Field

by Nate_Oosterhous 03-10-2015

Hello Everyone!I really need your help on this one. Question: Does anyone know how to create a program token that would create a new line if added to inbetween tokens. I am looking to format a history field like the example below:Filled out Form on: 2015-03-10 13:00:00 Form Comments: This is the ...

Discussions

8142 0 47

Lead Management