Set up and help me install the following webforms in our vTiger CRM
We need some help from a vTiger expert with PHP and MySQL skills. I have set up a vTiger CRM, but need help to get it to work properly. This job would be the first of many for the right person.
Job specifications: Assist with integrating two webforms: 1. Lead Webform & 2. Unsubscribe Webform
1. Lead Webform
This form will be placed in multiple locations in three websites (1 Dreamweaver and 2 Drupal) and in multiple landing pages. So I would like clear instructions on how to copy and paste the webform and update the code so that I can set it up myself as needed.
For example, it would appear on links like “Newsletter” and “To find out more, click here”, on a number of pages..
I want our logo and some graphics placed in the forms which I would provide.
I would also want it to appear on two Drupal sites hosted on a Linux server in a separate location.
Salutation (Picklist: Ms, Mr, Mrs, Dr, Bro, Fr, Sr, Prof, ), First Name, Last Name: (first and last to be mandatory)
Company Name – Text field
I’m interested in hearing from Evotec about… (9 checkboxes in Lead)
Enquiry description (Text field)
Please indicate below your preferred communication method....
1. (checkbox) Have a sales rep call me now
2. I’m interested in receiving e-mail communication from you about:
(checkbox) New business communication products (no more than once a month)
(checkbox) Contract expiry courtesy e-mail – (We’ll also call you well in advance of any contract expiry)
(checkbox) Quarterly newsletter.
3. (checkbox) I don’t want to receive any product information by e-mail. But I’m happy to receive the quarterly newsletters and product bulletins by mail.
4. (checkbox) I don’t want to receive any information by e-mail OR mail. Just call me if it’s important
5. (checkbox) Please no contact at all.
Marketing permissions and privacy information
(Text Only) We're in business to provide better communications for our valued VIP customers by providing quality products and service at the right price.
Most of our customers like us to keep in touch to keep them informed of the latest products and trends.
We promise to never pass on your information to another party. We promise to limit our e-mail contact with you to 1 e-mail per month.
Form text ends
2. Unsubscribe webform
I would also like a webform similar to the above that I can link to from “Unsubscribe” links in our marketing e-mails that are sent to LEADS.
I think we probably need a similar form for e-mails that are sent to CONTACTS.
So this might need to use the Lead Id and Contact Id to recognise which data to change – in either Lead or Contact.
This form would only have checkboxes 2, 3 and 4 as above.
Previous successful bidder did not want to assist with integration and we have lost contact with them.
I need some assistance in integrating the webform from our website to vTiger.
Need to discuss this with the successful bidder.
Job is now smaller that this original scope - just need the webform at this stage.