Web Lead Form (Optional Fields)

Field Options for Contacts

The following fields are optional and can be added if you wish. Please note that some of these fields may be mandatory depending on your local legislation. We recommend that you look into the email and text messaging laws in your own state/country and seek legal advice to ensure that you add the necessary fields so your club is compliant with your local regulations.

Contact Details

Form Field Name Description Validation / Char Limit
street Street Address (one line) 30
city City 30
state State/Province 30 
country Country

2 letter country code

zipCode Zip Code/Postal Code 10
homePhone Home Phone Number 15
workPhone Work Phone Number 15
gender Gender

1

'M' or 'F'

company Company or Business Name 30
contactMethod * An incorrect value can result in an error and prevent the lead from being created
* If no value is sent, 'WEB LEAD' is applied as the default
 Contact Method MUST exist in your InTouch site
leadSource * An incorrect value can result in an error and prevent the lead from being created
* If no value is sent, 'WEB SITE' is applied as the default

Warning: Any value used other than 'WEB SITE' will not trigger the 'Web Lead Email' to send to the lead
Lead Source MUST exist in your InTouch site  
leadSourceDetails Lead Source Details: Additional details for the Lead Source. This is an open text field.  250
leadComments Additional comments added to the contact's History 250 
productDetails  Product Details: An open text field to be used at the club's discretion. 250

 

Contact Communication Preferences

For each of the below, if no value is sent the defaults defined in club settings will be used.

Form Field Name Description & Value Options
textPref Description: Sets the text message preferences for the contact.

Value Options: 'subscribe' or 'unsubscribe'

Notes: Using this field it is possible to add a checkbox to say something like: "I hereby consent to receive text messages from or on behalf of <clubname> at the telephone number provided. I understand that consent is not a condition of purchase."


Additional notes for clubs that use text message opt-in:

When a value of 'subscribe' is sent:

  • This will set the text message preferences for the new lead to SUBSCRIBE ALL
  • The new web lead will not receive a text opt-in text message

When a value of 'unsubscribe' is sent:

  • This will set the text message preferences for the new lead to "UNSUBSCRIBE ALL"
  • The new web lead will not receive a text opt-in text message
  • This lead will not receive any further text messages until they text START or subscribe via our web preferences form. This only applies for clubs that use opt-in features. Access their subscription preferences by the link provided in outgoing emails or sent on demand from InTouch.

Important: It is NOT possible to use a plain checkbox. A plain checkbox does not submit a value when unchecked. Please see the below for instructions on how to accomplish this. Submitting a regular checkbox value of 'on' for textPref will result in an error. 

emailPref Description: Subscription preferences for email
Value Options: 'subscribe' or 'unsubscribe'
mobilePhonePref Description: Preferences for phone calls to contact's mobile number
Value Options: 'can_contact' or 'cannot_contact'
homePhonePref Description: Preferences for phone calls to contact's home phone number
Value Options: 'can_contact' or 'cannot_contact'
workPhonePref Description: Preferences for phone calls to contact's work phone number
Value Options: 'can_contact' or 'cannot_contact'

 

Submitting Contact Preferences with a Checkbox

InTouch recommends that you gather consent to communicate via text message, email, and phone calls and that you seek your own legal advice to ensure that you add the necessary fields so your club is compliant with your local regulations.

Unfortunately in the HTML standard there is no way to tell the difference between the submission of an unchecked checkbox (which would mean unsubscribed), and the checkbox being missing altogether (which would mean to use the club default settings). Therefore you must use the Javascript solution listed below to work around this issue.

  1. Create a file named webleadform.js with the following contents and place it next to the HTML file containing your form. 
    $(document).ready(function() {
    var allPrefsToggle = $('[name="allPrefsToggle"]');
    var textPref = $('[name="textPref"]');
    var emailPref = $('[name="emailPref"]');
    var mobilePhonePref = $('[name="mobilePhonePref"]');
    var workPhonePref = $('[name="workPhonePref"]');
    var homePhonePref = $('[name="homePhonePref"]');
    allPrefsToggle.change(function() {
    textPref.val($(this).is(':checked') ? 'subscribe' : 'unsubscribe');
    emailPref.val($(this).is(':checked') ? 'subscribe' : 'unsubscribe');
    mobilePhonePref.val($(this).is(':checked') ? 'can_contact' : 'cannot_contact');
    workPhonePref.val($(this).is(':checked') ? 'can_contact' : 'cannot_contact');
    homePhonePref.val($(this).is(':checked') ? 'can_contact' : 'cannot_contact');
    });
    });
  2. This code depends on the JQuery library. You can reference it through CDN or download and place it beside webleadform.js and your form. Add the following to your HTML web lead form after the <body> tag (an example of direct link to CDN)
    <script src="//code.jquery.com/jquery-1.7.2.min.js"></script>
    <script type="text/javascript">
  3. Now all that remains is to add the form elements. Use the following HTML as a reference
    <!-- These five preference fields represent the five options that can be
    submitted. Not submitting a value will result in club defaults being used -->

    <input name="emailPref" type="hidden" value="unsubscribe">
    <input name="textPref" type="hidden" value="unsubscribe">
    <input name="mobilePhonePref" type="hidden" value="cannot_contact" >
    <input name="workPhonePref" type="hidden" value="cannot_contact" >
    <input name="homePhonePref" type="hidden" value="cannot_contact" >

    <!-- This checkbox will run the above Javascript which will toggle the
    preference values. If copying, be sure to update your Club Name! -->
    <input name="allPrefsToggle" type="checkbox">
    I hereby consent to receive phone, text and email messages from or on
    behalf of Club Name at the telephone number and email provided.
    I understand that consent is not a condition of purchase.

The checkbox will now toggle the values of all five of the communication preferences hidden form fields.