Create opportunities from web contact forms¶
Adding a contact form to a website makes it easy to convert visitors into leads and opportunities. After a visitor submits their information, an opportunity can be created automatically, and assigned to a designated sales team and salesperson.
Customize contact forms¶
By default, the Contact Us page on an Odoo website displays a preconfigured contact form. This form can be customized, as needed, to suit the needs of a specific sales team.
로 이동한 다음 화면 오른쪽 상단에 있는 편집 을 클릭하여 웹 에디터를 엽니다. 웹페이지 본문에 있는 양식 빌딩 블록을 클릭하면 오른쪽 사이드바에 있는 양식 환경 설정 메뉴가 열립니다. 오른쪽 사이드바의 발신자 섹션에서 다음 항목을 사용하여 문의 양식을 사용자 지정할 수 있습니다.
Action: the default action for a contact form is Send an Email. Select Create an Opportunity from the drop-down list to capture the information in the CRM app.
Sales Team: choose a sales team from the drop-down menu that the opportunities from this form should be assigned to. This field only appears if the Action field is set to Create an Opportunity.
Salesperson: if the opportunities should be assigned to a specific salesperson, select them from the drop-down menu. If no selection is made in this field, the opportunities are assigned based on the team’s existing rules.
Marked Fields: use this field to alter how the form handles marked fields. The default option is to treat marked fields as Required, which is the recommended setting.
Mark Text: choose how Marked Fields should be identified. The default character is an asterisk (
*).Labels Width: use this field to alter the pixel width of the labels, if desired.
성공 시: 고객이 양식을 성공적으로 제출한 후에 웹페이지가 어떻게 반응할지 선택합니다. 없음 은 양식이 성공적으로 제출되었다는 확인 메시지만 추가되고 고객 화면을 동일하게 유지합니다. 리디렉션 은 아래 URL 필드에 제공된 주소에 따라 고객을 새 웹페이지로 이동합니다. 메시지 표시 는 양식 대신 사전에 구성해 놓은 메시지를 대체하여 고객에게 최대한 빨리 응답해야 함을 알려줍니다.
URL: if Redirect is selected in the On Success field, enter the URL for the webpage, where customers should be directed after successfully submitting a form.
Visibility: use the drop-down menu to add any visibility conditions for this field, if desired.
중요
If leads are activated in CRM settings, selecting Create an Opportunity generates a lead instead. To activate leads, navigate to , and tick the Leads checkbox. Then, click Save.
Customize contact form fields¶
In addition to the settings for the form, the settings for each field can be customized, as well. With the web editor menu still open, click into a field to open the Field configuration settings section on the sidebar. The following options are available to customize a field:
Type: choose a custom field option or an existing field type.
Input Type: determine the type of information customers should input. Available options are Text, Email, Telephone, or Url. The selection made in this field limits the format that customers can use when entering information.
Label: enter the name for the field.
Position: choose the way the label is aligned with the rest of the form. The label can be hidden, above the field, to the left of the field, or right adjusted and closer to the field.
Description: slide the toggle to add a description for the field, which can provide additional instructions to customers. Click under the field on the form to add the description.
Placeholder: enter an example to help users know how to input information where formatting is important, such as a phone number or email address.
Default Value: enter a value to include in the form, by default, if the customer does not provide information in the field. It is not recommended to include a default value for required fields.
Required: slide the toggle to mark this field as required if it must be filled in for every submission.
Visibility: select when this field should be visible. Use the button on the left to choose whether to show or hide this field on a desktop users. Use the button on the right to choose whether to show or hide this field to mobile users.
Animation: select if this field should have any animation.
View opportunities¶
After a customer submits a contact form, and an opportunity is created, it is assigned based on the form settings. To view opportunities, navigate to .
참고
If leads are activated on the database, contact form submissions are generated as leads, not opportunities. To activate leads, navigate to , and tick the Leads checkbox. Then, click Save.
Navigate to to view the newly-created leads.
On the My Pipeline dashboard, click on an opportunity card in the Kanban view to open the opportunity record. The information submitted by the customer is visible on the opportunity record.
참고
As the contact form fields are customizable, the fields on the opportunity record, where the form information is stored, varies accordingly.
If the preconfigured contact form is used, the Subject field is added to the Title field, and the content in the Notes field, which is labeled as Your Question, is added to the Internal Notes tab.