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https://github.com/alliethedemonhunter/leadtrekker

Drupal Leadtrekker Module
https://github.com/alliethedemonhunter/leadtrekker

drupal leadtrekker-api webform

Last synced: about 2 months ago
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Drupal Leadtrekker Module

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README

        

CONTENTS OF THIS FILE
---------------------

* Introduction
* Installation
* Configuration
* Maintainers

INTRODUCTION
------------

INSTALLATION
--------------------------

Install the module like any other Drupal module.

You can find detailed help on how to use Leadtrekker with Webforms in this
module's Help page in the Drupal administrator interface. Head to Help and
select "Leadtrekker Drupal integration" for complete instructions.

Extended documentation, with instructions on using Leadtrekker's Salesforce
integration and details on automated receipt emails, is available in the Drupal
handbook pages:

http://drupal.org/node/1195370

CONFIGURATION
--------------------------

- For Contact form submission
1.GO to leadtrekker site and Go to contacts -> Forms(can use test accounts)
2. Add fields in the form.
In Drupal site:
* Create a new webform OR use exisiting contact webform.
* Add fields in the contact form.
* Create a new node of webform type created above.
* Go to admin/structure/webform/manage/{webform_type}/handlers.
eg : admin/structure/webform/manage/test_1/handlers
* Go to admin/structure/webform/manage/ i.e structure => webforms => your
webform type (eg: contact) => handler tab
(admin/structure/webform/manage/contact/handlers)
* Add leadtrekker Webform handler(Mandatory for contact form submissions).
* Map form fields in the drupal form to leadtrekker form on configuration page.

* To view your form submissions click on the link -
https://app.leadtrekker.com/l/forms

-Get Leadtrekker tracking code:
Login to leadtrekker
Click setting in the menu
click installation vertical tab and copy the code.

- For Web analytics
1. Enable your tracking code in the configuraton
2. Go to https://app.leadtrekker.com/reports-dashboard/{portalid}/web-analytics
(Your portal id).
3. There is a list of analysis report like session, Traffic metrics etc
available for your site.

- Lead Flow
* Login to leadtrekker account-> GO to marketing profile and in the navigation
click on Lead Flows.
* Click on Create Lead Flow button -> Add the lead flow as desired.
* To Enable Lead Flow in drupal site, go to admin configuration form and check
Tracking Code on.

* View unique contacts -
https://app.leadtrekker.com/sales/{portal_id}/contacts/list/view/all/?

Maintainers
---------------------

nehajyoti (Jyoti Bohra)

Sponsorship
-----------

This project is sponsored by Digett, a Drupal-friendly San Antonio web design
company with a focus on inbound marketing. Need additional features or custom
styling? Contact us.
http://www.digett.com/