Introduction to web form integration

With web form integration, you can choose to provide scheduling to every prospect who fills out your lead generation form, or only to prospects who meet certain criteria. When your web form is integrated with ScheduleOnce, the Customer will be able to schedule a meeting immediately after submitting a form. 

Web form integration is a flexible feature that can be configured to fit your specific business case. Scheduling is the ideal contact method for your serious prospects who are ready to engage. It is best used in two use cases:

  • To offer scheduling only to your top leads. In other words, when you want to segment prospects based on their web form choices.
  • To offer scheduling to all prospects who fill out your form. 

Since prospects have already provided their details in your web form, they will not have to do so again in the Booking form. Customer data is passed from your web form directly to ScheduleOnce, allowing you to offer Customers a quicker scheduling experience.

In this article, you'll learn about key concepts to consider when integrating your web form with ScheduleOnce. 

All prospects vs. top prospects

Running an effective lead generation campaign often requires a separate flow for each type of lead.

For example, you might want to offer a scheduling option only to large enterprises, as they have a higher potential of becoming high-value Customers. To achieve this, you need to set up web form rules or conditions that, based on the lead's selections, will redirect the lead to a dedicated thank-you page which includes the scheduling option.

If you are using Wufoo as your web form, you can use a feature called Form Rules to choose where your prospects go after submitting their form. This feature provides the ability to set redirection rules based on form field conditions.You can use this feature to set up multiple thank-you pages and redirect your top prospects to a specific page that includes a scheduling option.

Publishing methods

Web form integration can be used with the Website embed and Website button publishing methods. 

Website embed

When you use the Website embed publishing method, your Customers will be asked to choose a time for the meeting immediately after completing the form. With this method, scheduling appears as an integral part of the lead generation flow. 

Learn more about Website embed

Website button

When you use the Website button publishing method, your Customers will see a scheduling button on the thank-you page. This allows them to actively choose to make a booking. When the Customer clicks the button, it indicates that they are more engaged and more committed to the booking process. This positively affects the booking conversion rate.

Learn more about Website button

Web form type

If you are considering integrating a web form with ScheduleOnce, you need to decide on the type of web form to use:

  • A 3rd party web form app (such as Wufoo).
  • A 3rd party landing page app.
  • A web form that is part of a marketing automation app (such as Infusionsoft forms).
  • A web form you build in-house.

If you use a web form or landing page app, you need to make sure that the form can pass the submitted data via URL to the selected thank-you page. There are plenty of web form apps out there and each has its benefits and drawbacks, but not all support our URL parameters and CRM record ID integration methods.

Some web form apps support this functionality out-of-the-box (for example, Wufoo's Templating feature), but some applications do not. If the application does not support this functionality, you will need to either write some code (server-side or Javascript) to collect and pass the form data through to ScheduleOnce, or build a web form from scratch that includes this functionality.

Integration method

Passing form data via URL is key to making a web form integration with ScheduleOnce work. ScheduleOnce supports two methods of web form integration, using URL parameters and using CRM record ID.

Web form integration using URL parameters

Web form integration using URL parameters refers to passing booking form data via URL to ScheduleOnce. In order for ScheduleOnce to extract the relevant information from the URL and populate the right booking form fields, the URL attributes must match ScheduleOnce field names. This method is supported by 3rd party web form apps such as Wufoo. 

Learn more about Web form integration using URL parameters

We form integration using CRM record ID

Web form integration using CRM record ID refers to passing a record ID via URL, making an API call to an integrated CRM app to retrieve the customer's information, and using it to populate the booking form. This method is supported out-of-the-box by Infusionsoft.

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