Efficiently manage incoming leads using ArboStar’s website form integration options. This guide outlines both our traditional email parsing method and the request generation iframe form to help you choose the best solution for your needs.
Leads created from website forms using email parsing or ready-to-go form will appear in Leads → Requests.
Email Parsing
The email parsing method enables you to process leads generated from your website forms through automated email handling. This approach simplifies setup and ensures compatibility with existing systems.
Setup Instructions:
Configure Emails FROM and TO:
TO: Set your website form to send submissions to company_id@leads.arbostar.com (e.g., treecompany@leads.arbostar.com).
FROM: Ensure the form sends emails from your default company email address (e.g., info@treecompany.com). Please make sure this email is added to list of emails in ArboStar system.
Include the Following Fields in the Email Body:
Name
Email
Phone
Street, City, Postal/ZIP
Details (Add "--" to mark the end of the body).
Example Email Body:
Name: William Smith Email: william.test@gmail.com Phone: 7012345678 Street: 57 Main St City: Grenada Postal: 26055 Details: Hi there! I am looking for a quote. --
By default, the company’s office coordinates in the address will be used. Please update the address manually and select it from the autocomplete options for smoother logistics.
Ready-To-Go Form
The iframe form allows you to embed a lead generation form directly into your website. It offers a user-friendly interface and customization options, making it easy to capture and process leads.
Features:
- Users can fill in the form to provide their contact details, project address, and billing address. The option to use the same address for both is available with a simple checkbox.
- Users can select services, products, or bundles by adding items through a plus button. You can select what item will be available for your clients on the form by enabling "Show on Request Generation Form" setting on each service, product or bundle.
- Essential fields, such as Name, Email, Phone and Address, are required for submission.
Setup Instructions:
- Navigate to Company Management.
- Locate the Request Generation Script option. Here, you can preview the form and copy the provided HTML code for integration into your website.
- Use the "Preview and Copy" button to view the form and obtain the script code.
- Copy the script and insert it into your website as an HTML element. You can customize form size by editing width, height and change border style.
Example for Website Builders:
- WordPress: To add the form, navigate to the desired page or post, click on the “+” button to add a block, search for "HTML," select the "Custom HTML" block, and paste the iframe code into the block. Save or update your page to apply the changes.
- Wix: In the Editor, click on the “+” button, select “Embed,” and choose “Embed a Widget.” Paste the iframe code into the widget box and adjust the size or placement as needed. More details...
- SquareSpace: Go to the page where you want to add the form, click on an insertion point, and select “Code” from the block menu. Paste the iframe code into the Code Block, ensure the “Display Source” option is unchecked, and save the changes. More details...
- Google Sites: Open the Google Sites editor and navigate to the page where you want to add the form. Click on “Insert” in the menu, then select “Embed.” Choose the “Embed Code” option, paste the iframe code, and click “Next.” Adjust the placement and size of the embedded form as needed before publishing the site. More details...
By following these steps, you can seamlessly integrate the form into your website to start capturing leads effectively.