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Vtiger Web Forms 5.0.3 - User Manual

From vtiger.com

Contents 1 Introduction 2 Installing vtiger Web Forms 2.1 System Requirements 2.2 Installation Prerequisites 2.3 Installing Lead or Contact Form 2.4 Installing Unsubscribe Form 3 Customer Support

[edit] Introduction

The vtiger Web Forms is an add-on package for vtiger CRM, an Open Source Customer Relationship Management project. You can use the vtiger Web Forms for the following purposes:

• Capture leads from Website
• Capture contacts from Website
• Enable Unsubscribe option in compliance with CAN-SPAM act

Working Principle

1. Your organization has implemented vtiger CRM for capturing Website visitors’ information through Online Lead or contact form. 
2. Website visitors submit their contact details through Online Lead form.
3. The Website visitor’s details are transferred to vtiger CRM server and create a lead or contact under Leads or Contacts module.
4. In vtiger CRM, administrator assigns leads or contacts to one of the sales representatives.
5. Now, your organization can use the lead/contact details for various business activities.

[edit] Installing vtiger Web Forms

• System Requirements
• Installation Prerequisites
• Installation Procedure

[edit] System Requirements

• Hardware: x486 with 256 MB RAM or higher with a minimum of 100 MB disk space
• Operating System: Windows 2000/NT/XP/2003
• Web Server: Apache version 2.0.40 and higher or Microsoft version IIS 5 and higher
• PHP: 4.2.x through 5.1.x.

[edit] Installation Prerequisites

• The vtiger CRM 5.x is installed in the back-end server
• Your Website is based on PHP 4.2.x through 5.1.x

[edit] Installing Lead or Contact Form

1. Download the vtigercrm-webforms-5.0.3.zip from the Sourceforge.net.
 
2. Extract the vtigercrm-webforms-5.0.3.zip file in your Website. After extracting, the file structure will be <Website Home>/<webforms>/ . You can also modify the directory structure as per your Website file conventions.

3. Modify the config.php file present under <Website Home>/<webforms>/Lead or <Website Home>/<webforms>/Contact as given below:

Server_Path: Specify the absolute path (URL) of the vtiger CRM server. For example, if your vtiger CRM server is running at http://vtigercrm.com/demo means you need to specify the Server_Path as given below:

$Server_Path = "http://en.vtiger.com/&quot;;

Now save the config.php file.

4. Modify the Look & Feel of the Online Lead form as per your Website requirements.

5. You may also change the complete layout of the Online Lead form according to your Website layout.

Now your Web-to-Lead form is ready for deployment.

Note: Follow the same procedure to create Web-to-Contact form.

[edit] Installing Unsubscribe Form

You can use Unsubscribe form for disabling mass mail

1. Download the vtigercrm-webforms-5.0.3.zip from the Sourceforge.net.
 
2.Extract the vtigercrm-webforms-5.0.3.zip file in your Website. After extracting, the file structure will be <Website Home>/<webforms>/unsubscribe. You can also modify the directory structure as per your Website file conventions.

3. Modify the config.php file present under <Website Home>/<webforms>/unsubscribe as given below:

Server_Path: Specify the absolute path (URL) of the vtiger CRM server. For example, if your vtiger CRM server is running at http://vtigercrm.com/demo means you need to specify the Server_Path as given below:

$Server_Path = "http://en.vtiger.com/&quot;;

Now save the config.php file.

4. Modify the Look & Feel of the Unsubscribe form as per your Website requirements.

5. You may also change the complete layout of the Unsubscribe form according to your Website layout.

Now your Unsubscribe form is ready for deployment.

Note: Follow the same procedure to create Web-to-Contact form.

[edit] Customer Support

Please post your valuable comments, feature requests, and issues in vtiger CRM Discussions (http://www.vtiger.com/discussions/) so that we can provide technical support for you.

Contact Information:

vtiger Systems India Pvt. Ltd.
Sree Narayana Complex,
11 Sarathy Nagar,
Vijayanagar, Velachery,
Chennai 600 042,
INDIA
Phone No: +91-44-4202-1990
Toll Free (USA & Canada): +1-877-788-4437

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