Merchant Central enables you to easily design modern web forms that your clients can use to submit their information and documents directly into the CRM.
The web forms can be designed using a WYSIWYG editor that doesn't require any experience in web development.
For a quick video introduction to the web form feature please click here.
Below is an example of a typical web form created in Merchant Central:
When a client submits the form then a new lead is automatically created in the CRM, assigned to the appropriate sales agent, and populated with the information that the client entered:
If needed, you can also disable the auto-import option, in which case the lead goes into a queue on the Manage Incoming Data page.
Administrators can then review the queue of received leads and decide whether or not to complete the lead creation process. By not auto importing, clients can review for possible spam or fraud before bringing a lead in.
More info: Web Forms - Incoming Data Page.
The documents that the client uploads on the web form (such as a voided check, driver's license etc.), are automatically saved on the new lead's Attachments tab and tagged with the appropriate document labels:
Submitted web forms are listed on the Web Forms tab, and they include information on sender's IP address:
The web form can also be linked to your e-signature applications, so that a new e-signature document (for example a merchant agreement) is automatically generated and sent to the client to sign once they submit the form.
More info: Web Forms - Enable E-Signatures
In addition to web forms you can also easily create landing pages that link to your web forms.
You can create multiple landing pages for different target audiences. Each landing page can be configured to open a web form that's completely set up for the specific target audience, and that sends new leads to predetermined users and groups.
More info: Web Forms - Create a Landing Page
Note: The web form displays your company logo on top of the page. The logo may be retrieved either from the group settings or the site settings page in the following order of precedence:
- If your web form has been linked to a user group, and the group has a logo set, then the group logo is used.
- If the web form is not linked to a group, then the 'New UI Logo' saved on the Logos and Domains page is used.
- If none of the above applies, then the 'Site Logo' saved on the Logos and Domains page is used.
Continue reading to learn how to: