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With +your website being the central hub of your online marketing campaigns, +you will naturally drive qualified traffic to feed your pipeline. When a +prospect lands on your website, your objective is to capture his +information in order to be able to stay in touch with him and to push +him further down the sales funnel. + +This is how a typical online lead generation process work : + +- Your website visitor clicks on a call-to action (CTA) from one of + your marketing materials (e.g. an email newsletter, a social + media message or a blog post) + +- The CTA leads your visitor to a landing page including a form used to + collect his personal information (e.g. his name, his email + address, his phone number) + +- The visitor submits the form and automatically generates a lead into + Odoo CRM + +.. tip:: + + Your calls-to-action, landing pages and forms are the key pieces of the lead + generation process. With Odoo Website, you can easily create and optimize + those critical elements without having to code or to use third-party + applications. Learn more `here `__. + +In Odoo, the Website and CRM modules are fully integrated, meaning that +you can easily generate leads from various ways through your website. +However, even if you are hosting your website on another CMS, it is +still possible to fill Odoo CRM with leads generated from your website. + +Activate the lead stage +======================= + +By default, the lead stage is not activated in Odoo CRM. Therefore, new +leads automatically become opportunities. You can easily activate the +option of adding the lead step. If you want to import your contacts as +leads rather than opportunities, from the Sales module go to +:menuselection:`Configuration --> Settings`, select the option **use leads +if…** as shown below and click on **Apply**. + +.. image:: ./media/website01.jpg + :align: center + +Note that even without activating this step, the information that +follows is still applicable - the lead generated will land in the +opportunities dashboard. + +From an Odoo Website +==================== + +Let's assume that you want to get as much information as possible about +your website visitors. But how could you make sure that every person who +wants to know more about your company's products and services is +actually leaving his information somewhere? Thanks to Odoo's integration +between its CRM and Website modules, you can easily automate your lead +acquisition process thanks to the **contact form** and the **form builder** +modules + +.. note:: + + another great way to generate leads from your Odoo Website is by collecting + your visitors email addresses thanks to the Newsletter or Newsletter Popup + CTAs. These snippets will create new contacts in your Email Marketing's + mailing list. Learn more `here `__. + +Configuration +------------- + +Start by installing the Website builder module. From the main dashboard, +click on **Apps**, enter "**Website**" in the search bar and click on **Install**. +You will be automatically redirected to the web interface. + +.. image:: ./media/website02.png + :align: center + +.. tip:: + + A tutorial popup will appear on your screen if this is the first time you + use Odoo Website. It will help you get started with the tool and you'll be + able to use it in minutes. Therefore, we strongly recommend you to use it. + +Create a lead by using the Contact Form module +---------------------------------------------- + +You can effortlessly generate leads via a contact form on your **Contact +us** page. To do so, you first need to install the Contact Form module. +It will add a contact form in your **Contact us** page and automatically +generate a lead from forms submissions. + +To install it, go back to the backend using the square icon on the +upper-left corner of your screen. Then, click on **Apps**, enter +"**Contact Form**" in the search bar (don't forget to remove the **Apps** tag +otherwise you will not see the module appearing) and click on **Install**. + +.. image:: ./media/website03.png + :align: center + +Once the module is installed, the below contact form will be integrated +to your "Contact us" page. This form is linked to Odoo CRM, meaning that +all data entered through the form will be captured by the CRM and will +create a new lead. + +.. image:: ./media/website04.jpg + :align: center + +Every lead created through the contact form is accessible in the Sales +module, by clicking on :menuselection:`Sales --> Leads`. The name of the lead corresponds +to the "Subject" field on the contact form and all the other information +is stored in the corresponding fields within the CRM. As a salesperson, +you can add additional information, convert the lead into an opportunity +or even directly mark it as Won or Lost. + +.. image:: ./media/website05.jpg + :align: center + +Create a lead using the Form builder module +------------------------------------------- + +You can create fully-editable custom forms on any landing page on your +website with the Form Builder snippet. As for the Contact Form module, +the Form Builder will automatically generate a lead after the visitor +has completed the form and clicked on the button **Send**. + +From the backend, go to Settings and install the +"**Website Form Builder**" module (don't forget to remove the **Apps** tag +otherwise you will not see the modules appearing). Then, back on the +website, go to your desired landing page and click on Edit to access +the available snippets. The Form Builder snippet lays under the +**Feature** section. + +.. image:: ./media/website06.png + :align: center + +As soon as you have dropped the snippet where you want the form to +appear on your page, a **Form Parameters** window will pop up. From the +**Action** drop-down list, select **Create a lead** to automatically +create a lead in Odoo CRM. On the **Thank You** field, select the URL of +the page you want to redirect your visitor after the form being +submitted (if you don't add any URL, the message "The form has been +sent successfully" will confirm the submission). + +.. image:: ./media/website07.png + :align: center + +You can then start creating your custom form. To add new fields, click +on **Select container block** and then on the blue **Customize** button. 3 +options will appear: + +.. image:: ./media/website08.png + :align: center + +- **Change Form Parameters**: allows you to go back to the Form + Parameters and change the configuration + +- **Add a model field**: allows you to add a field already existing in + Odoo CRM from a drop-down list. For example, if you select the + Field *Country*, the value entered by the lead will appear under + the *Country* field in the CRM - even if you change the name of + the field on the form. + +- **Add a custom field**: allows you to add extra fields that don't exist + by default in Odoo CRM. The values entered will be added under + "Notes" within the CRM. You can create any field type : checkbox, + radio button, text, decimal number, etc. + +Any submitted form will create a lead in the backend. + +From another CMS +================= + +If you use Odoo CRM but not Odoo Website, you can still automate your +online lead generation process using email gateways by editing the +"Submit" button of any form and replacing the hyperlink by a mailto +corresponding to your email alias (learn how to create your sales alias +:doc:`here `). + +For example if the alias of your company is +**salesEMEA@mycompany.com**, add +``mailto:salesEMEA@mycompany.com`` +into the regular hyperlink code (CTRL+K) to generate a lead into the +related sales team in Odoo CRM. + +.. image:: ./media/website09.png + :align: center + +.. seealso:: + + - :doc:`manual` + - :doc:`import` + - :doc:`emails` + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Yves-Pascal Mukadi, Samuel Cabodi (Odoo)