Introduction to Web form integration

Web form integration provides scheduling right after submitting a lead generation form, and is used primarily to provide a unique scheduling experience for different types of prospects. Scheduling is the ideal contact method for your serious prospects who are ready to engage. It is best used in two use cases, one, when you wish to offer scheduling only to your top leads (i.e. you segment prospects based on their web form choices), and two, when you wish 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 quick and seamless scheduling experience.

Web form integration is a flexible feature that can be configured to fit your specific business case. Below are key concepts when considering integrating your web form with ScheduleOnce.

All prospects vs. top prospects

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

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

Publishing method

Web form integration offers two publishing methods, Website embed and Website button. When using the Website embed publishing method, your Customers will be asked to choose a time for the meeting, immediately after completing the form. By using this method, scheduling appears as an integral part of the lead generation flow. When using the Website button publishing method, your Customers will see a scheduling button on the thank-you page, allowing them to actively choose to make a booking. Clicking the button indicates that these Customers are more engaged and more committed to the booking process. This positively affects the booking conversion rate.

Web form type

When 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 (e.g. Wufoo), a 3rd party landing page app, a web form that is part of a marketing automation app (e.g. Infusionsoft forms) or a web form you build in-house. When using a web form or landing page app, you need to make sure the form can pass the submitted data via URL to the selected thank-you page. Some web form apps support this functionality out-of-the-box (w.g. Wufoo's Templating feature), however, some applications do not. In the latter case, you will need to either write some code (server-side or Javascript) to collect and pass through the form data to ScheduleOnce, or build a web form from scratch that includes this functionality.

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

Integration method

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. 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. Web form integration using CRM record ID, however, 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.

Was this article helpful?
Thank you for your feedback!