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Documentation J!Web-to-Lead Module PDF Print E-mail

How to install the J!Web-to-Lead Module
Download Manual PDF | View Manual PDF

If you’re not a Salesforce CRM user, be sure to register for a Free Trial before downloading the J!Web-to-Lead Module.

If you’re already a salesforce.com customer, here’s what you need to do:
Download the J!Web-to-Lead Module and save the zip file to your computer.

 

 

  • Login to Joomla and proceed to install the J!Web-to-Lead module using the Joomla administration panel, To access the administration panel use the http://yoursite.com/administrator/ link, but replace the yoursite.com with your real domain name.
  • Go to extensions tab and click on Install / Uninstall

 



4. On the Upload Package File section, click the Browse button and select the J!Web-to-Lead_1.0.zip that you saved to your computer in step 1, then click open and click on the upload file & install button to start the installation.



5. You should see the install module success message.

 

How to setup the J!Web-to-Lead Module

Enable the plug-in with the Module Manager under the Extensions tab menu in the Joomla admin menu bar.


Search for J!Web-to-Lead Module writing on the search filter and then click go.


Click on J!Web-to-Lead link, to access the configuration for the module.



Next, we need to configure the module position and location.
Set up the module position and the location where the module will be displayed, in this example we are going to set up the module on home with a position called jtolead
On the details separator, Check Yes on Enabled



and enter the custom position jtolead on the position list field.


Also on menu assignment section separator, select the section to display the J!Web-to-Lead Module module, for now we are going to leave this set to all , this means the module should display on all the pages with the custom position jtolead .


In the upper right corner you have the Module Parameters tab should be your Organisation ID


and also enter the retURL



, retURL is the url should go once someone send the form , there should be the contact success page.
To find your Salesforce Organization ID Login to salesforce.com Go to Setup > Company Profile > Company Information Copy The 15 digit number


 

Salesforce company Information section Paste your Organization ID field in your J!Web-to-Lead Module Settings Once you have completed all of this changes, click on and proceed with the last step to publishing the module on an article.
To publish the module on an article, just place the position label used in step 2 into a Joomla article of your choice, In our example we called our position “jtolead”, so the label needs to be:
Just put this label into any article without the quotes and save the article, this will load the form into the selected article.


 

New article under Article Manager



Result of default J!Web-to-Lead Module form on article

Advanced Parameters (Optional):
In Advanced Parameters you can setup the fields to display, change field labels, and set if a field is required. Additionally you can also setup a maximum of 10 custom Salesforce fields.

Custom Fields
For custom fields, you will need to change the label and enter the value for the API Name.
The API Name is the name of the custom field in your Salesforce Instance.
These names are typically followed with a __c extension.
For example, “mycustomfield__c” would the the API name for a custom field named mycustomfield, it also important to note that Salesforce.com field names are case sensitive.

 



To add custom fields to the Salesforce.com lead object, Login to salesforce.com Go to Setup > App Setup > Leads > Fields and click Lead Custom Fields & Relationships and then Click New, select the data type of custom field, like Phone (thinking the fields should have phone information) and click on Next.

Then enter the Field Label and Description for the new field, for our example Field Label, enter mycustomfield and a description for the field. Then click Next, we are now going to set the Field-Level Security for Profile, for this we just leave it the way it is for this example and click on Next and finally click Save & New.
Once the custom field is created,you can see the filed by going to Leads > Fields and click the name of your custom field we just created mycustomfield.

Here you can view the details of the filed, including the API name, mycustomfield__c. Now go back to the J!Web-to-Lead Module. Under Advanced parameters, find Custom 1 label change the label to what you want to show in the form, in this case we will use “My Custom Field” and for the API Name input enter the API name which for this example is mycustomfield__c. Set display to YES and Require to Yes.

 

Whit these steps, you have already create one custom field to make another one just follow the same steps again.

Once you done with all of these changes, click on save and and view your form to see the changes.

Other Parameters (Optional):
On this tab you can set the text for the submit button and change also the text for the require fields and error message.



On this section you have the option to change the css and make the fields, texts, errors and everything formatted as you want, its important know css to do changes on this section and if for some reason you need the old and default css you can copy it from the bottom of the other parameters section and paste it on the css field, click save to save your changes.


Download the J!Web-to-Lead Module and save the zip file to your computer.