MPA forms can now automatically create New client records in CRM for you. This feature is available in the following sections:
- Welcome and
- Photo contest
In the form settings menu, you will see a CRM field checkbox, if this is checked, the form data will be added to CRM Client Rolodex.
The form field names MUST match the CRM field names as follows:
For example, if you have a custom form with a tick box field for genres of photography people are interested in you could call this tags or notes and it will be added to the CRM client record as such.
You can have multiple fields in a custom form with the name tags and all the field entries will be added as tags in the CRM client record. You can also have hidden tag fields that are added to the CRM client record when the form is submitted - this can help you identify a particular App form entry and filter the CRM client records by the tag keyword.
Minimum Data Required
The form must collect a minimum of a name & email for new clients to be added to the CRM module.
Additional form fields that do not match any of the CRM field headings will be ignored and cannot be added to the CRM Client Records. But this data will still be available in the Form Data Tab and can be downloaded as a CSV file for your records.
NOTE: Form Data is saved on the MPA server for 180 days.
When is a new Client Record created?
Forms will only add new records, it won't update or merge content into existing records. If there is already a client record in the Rolodex with the exact same Name and Email the form data is not added as it is considered a duplicate. So if "Jim Cook" is already in the Rolodex the form data will be ignored and if he submits two forms, only the first will be added as a new client and the second not so you will only get 1 record.
If you run a lead magnet using a form every time someone submits a form it gets added to the CRM unless the person is a previous client who is already in the client Rolodex and then nothing happens.
Currently, there is no notification if a form entry is not added to the CRM Client Rolodex and the only way to check for duplicates is to compare the form data with a search of the Client Rolodex for client entries added by a particular App's form. Just enter the app name in the search filter box to see all records added by that App's form as this information is stored in the client record as the source. You can then manually import or update the information if it is different.
How to use CRM Form Integration
With the new CRM form integration, you can create a "keep notified of updates" form and when people submit their form it would add them to CRM.
For example, you could add a pop up asking people is they would like to be kept notified when the information in the App is updated. clients would have the option to simply close the pop up without signing up. This is a great way of keeping clients engaged and the next best thing to push notifications at this time.
Another option would be to use a welcome section in the App, this would require people to fill in the form with their name, email and optionally phone number before they could view the content.
You can then Filter the client Rolodex to show everyone who responded to that particular form and then send them a group message or email to let them know about exciting updates in their App.
The source of the data in the CRM Client Rolodex is the name of the App, so you can do a search query for the app name to filter the Rolodex to show all the people who were interested in that app and were added to the CRM and then broadcast to them via email or SMS message.
Stay In touch with Your clients on the Move
You can now send email and text messages from your phone to your clients using your client information saved in the CRM Rolodex by using the new CRM App. Messages are not synced with the CRM module and will be sent via your regular mobile number and email address and not the CRM messaging credentials.
Here is the app URL to save it to your phone:
Currently, you will require an internet connection to access the CRM client information.