Question
Contact Form Best Practices
Hey Guys -
We currently just have an email address on our 'contact us' webpage, and I'm going to switch that to a Marketo form to save us from manually inputting 'contact us' leads into Salesforce / Marketo. Here's what I'm going to do -- just wanted to check to make sure I'm following any best practices.
1) Create a Text Area (Long) field in SFDC on leads / contacts (and connect them) called "Comments" or something similar. Make that field Read Only so salespeople don't put notes in there we don't want publically displayed in case an existing lead visits the form.
2) Create a Marketo form including basic information fields + this Comments field.
3) Use that form in a landing page
Any other tricks / tips out there?
We currently just have an email address on our 'contact us' webpage, and I'm going to switch that to a Marketo form to save us from manually inputting 'contact us' leads into Salesforce / Marketo. Here's what I'm going to do -- just wanted to check to make sure I'm following any best practices.
1) Create a Text Area (Long) field in SFDC on leads / contacts (and connect them) called "Comments" or something similar. Make that field Read Only so salespeople don't put notes in there we don't want publically displayed in case an existing lead visits the form.
2) Create a Marketo form including basic information fields + this Comments field.
3) Use that form in a landing page
Any other tricks / tips out there?