Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to set up autofill for lead page fields not filled in by the customer

Some fields used in bpm’online on lead pages may not be available in the customer web form. You can set up autofill for such fields depending on your landing page specifics and purpose.

We recommend that you start with setting up the autofill defaults for the [Need type] and [Need maturity] fields. For example, the subscription form for your hardware special offer can automatically be connected to the “Hardware” need type. Your web form for the customers who are ready to communicate in person or to place an order can be connected to the need maturity values: “Discovered” or “Sales-ready”.

On the [Default values] tab, you can set up the autofill defaults for the lead  page fields. You can set up the autofill feature for any field type including the mapped ones. If you do so, the default value will be filled in the lead page field only if the customer left it blank.

To set up autofill of the  lead fields:

1.Go to the [Default values] tab of the landing page. Click the btn_chapter_mobile_wizard_new_role.png button on the [Default values for the lead fields] detail (Fig. 1).

Fig. 1 Filling out the [Default values for the lead fields] detail

scr_landings_detail_on_default.png 

2.Select the [Need type] field (Fig. 2).

Fig. 2 Selecting a field that must be filled in automatically

scr_landings_choose_type.png 

3.In the [Value] field, select the value which will be used to fill in the need type, for example, "Need for our products” .

4.Click the [Save] button to save the new folder (Fig. 3).

Fig. 3 Saving the autofill settings of the fields

scr_landings_save_automatic_fields.png 

After the landing page form is submitted, the [Customer need] field will be filled in automatically.

Fig. 4 Lead page fragment

scr_landings_leed_automatic.png 

See also

How to set up redirection addresses for customers who fill out the landing page form

How to set up landing page using bpm'online on-site

How to create a landing page on your website

How to edit unique HTML code

How to add the modified HTML code to the code of the landing page on the website

Landing page setup FAQ

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