Zoho Lead Component User’s Guide
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Copyright Notice
© 2011 by Webify Soluções Computacionais LTDA All rights reserved
Subject to the following, copyright in this document belongs to Webify Soluções Computacionais LTDA. Except as expressly permitted or by applicable law, you may not, in any form, distribute, transmit, re-transmit, broadcast, modify, or otherwise make available or communicate to the public any part of this document or in any other way exploit commercially all or any part of this document without our prior written permission. Please check copyright notices on or in respect of individual Third Party software or document referenced in this document. You may print or save one copy of any page of this document for your own use.
PAGE 2 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Table of Contents
Objective
4
Component Release History
5
Document Revision History
5
Requirements
6
Installation and Upgrade
7
Zoho CRM Setup
9
Zoho Lead Component Setup
13
See it in Action
21
Changing Form Definition
25
Using CAPTCHA
26
Known Issues
29
PAGE 3 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Zoho Lead Component User’s Guide Objective This software is intended to work as a bridge between a Joomla site and a Zoho CRM platform. The contact form of a Joomla site can be used to automatically create a lead in a Zoho CRM account. Zoho CRM has a feature to generate HTML code to include a form in a web site, where the submission of this form is sent to Zoho CRM, creating what is called “Lead”. The administrator of the Zoho CRM account is notified by email from Zoho system and can start working the lead. The form generated by Zoho CRM comes with very basic styling and in most cases is different from the styling used by the Joomla template installed. The function of this component is to give users the ability to create a form with any fields from their Zoho CRM account, including custom fields, and include this form on their contact page without overriding the Joomla template styling. Zoho CRM offers free and paid accounts. This components works with both types of accounts. The main advantages of this component can be summarized as: 1.
Easy setup: the configuration is straight forward, basically a copy-paste-save flow in Joomla administrator’s interface;
2.
Full Integration: the component uses the contacts entries from the core Joomla Contacts component, there is no need to add contacts information twice. The administrator continue to manage the contact’s data using the core Joomla Contacts interface;
3.
Homogeneous Styling: the component replaces the Zoho styling with the template styling, keeping the contact’s page visually homogenous with the rest of the site;
4.
Notifications: administrators can be notified by email when a new lead is generated from web. This is useful mainly for users of a free account of Zoho CRM. This kind of account does not provide this functionality;
5.
Protection against bots: the use of a captcha system is optional. A plugin to enable this feature is provided together with the main component;
6.
Flexibility: it works for Web-to-Lead, Web-to-Contact and Web-to-Case forms of Zoho CRM.
PAGE 4 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Component Release History Component Release
Date
Major Changes
1.5.0
April, 2011
Initial Release
1.5.1
June, 2011
Support for Captcha
1.5.2
June, 2011
Fix for Magic Quotes O
Document Revision
Date
Major Changes
1.0
April, 2011
Initial Revision
1.1
June, 2011
Use of Captcha
1.2
June, 2011
Release History Update
Document Revision History
PAGE 5 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Requirements This software requires: ‣
Joomla 1.5.x;
‣
PHP 5.x;
‣
MySQL Server 5.x;
‣
cURL extension enabled;
‣
Zoho CRM account (www.zoho.com).
PAGE 6 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Installation and Upgrade The installation procedure follows the default method of installation of any Joomla add-on. To upgrade to a new version of the component, just install the new package without uninstalling the current installed version. This will preserve the configuration data. 1.
2.
After downloading the package, extract the zoholead.zip file to a local folder. The package contains: ‣
The component installation file: com_zoholead.zip;
‣
The captcha plugin installation file: plg_zoholead_captcha.zip; and
‣
This User’s Guide, in PDF format: Zoho Lead User Guide.pdf.
Open the Joomla administrator interface and log in as a Super Administrator user.
PAGE 7 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
3.
Go to Extensions->Install/Uninstall. On the Upload Package File frame, click Choose File button. Navigate to the folder where you extracted the com_zoholead.zip file and select it. Click Upload File & Install button.
4.
The following message should appear, indicating a successful installation. If any errors message is returned, verify the directory permissions on the Joomla folders and retry the installation.
PAGE 8 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Zoho CRM Setup The configuration starts on the Zoho CRM account. On the Zoho CRM interface, the administrator creates a web form, selecting the fields that should be used on the contact form. These fields will populate the lead’s entry in Zoho CRM. The following are exclusively tasks related to Zoho CRM configuration of a Web-To-Lead Form. Jump to the next section if interested only in the Joomla setup tasks. 1.
Log in to the Zoho CRM account and click on Setup menu entry.
2.
On the setup page, scroll down to the CRM Modules panel and click on the Web-To-Lead Form link.
3.
On the next page, click Create New Form button.
PAGE 9 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
4.
This will open Web-To-Leads Form setup page. This page is too long to show it in one shot. See below the header and the first section to work with: Form Properties. Enter the name to the form and your domain name. Fill Return URL field with the domain name, as the returning page is managed from component setup, which is covered in next section.
5.
Scroll down a little bit and the second frame should be visible: Fields Selection. Select all the fields that need to be included on the web contact form. On this list, any custom fields previously created on Zoho CRM will be available and can be selected.
PAGE 10 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
6.
On frame 3, enable the checkbox if the leads coming from web must be validated manually before entering the Leads queue.
7.
Next frame allows the set up of an auto response email to the user after contact form has been submitted. A Email Template need to be previously created, and selected on the dropdown list.
8.
The frame number 5 is only available when integration with Google Apps is enabled. On this frame, Publish Form, the Embed this form in my sites option MUST be chosen.
9.
Click Save & Next button.
PAGE 11 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
10. After saving the setup, the Result frame, number 6, should provide a text box with the
HTML code. Keep this window opened. It will be used on next section.
All the steps above refer to Zoho CRM configuration of a Web-To-Lead Form. They are provided here for the purpose of completeness, although they are not part of the configuration of the Zoho Lead Component.
PAGE 12 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Zoho Lead Component Setup This section describes the Zoho Lead Component setup procedure. 1.
Still on the Zoho CRM Web-To-Lead Form page, Result frame, select all the HTML code generated and copy it to the clipboard using the CTRL-C or ⌘-C combination, depending on the operational system used, or through the browser’s menu Edit->Copy.
2.
Log in as a Super Administrator on the Joomla administrator’s interface.
PAGE 13 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
3.
Go to menu Components->ZohoLead->Import Zoho Form menu.
4.
On the Zoho Lead Manager page, click on the empty text area. Be sure that the cursor is blinking inside it.
PAGE 14 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
5.
Paste the HTML code on the text area, and click the Upload Zoho Form button.
6.
The resulting page says if the form was processed with success. This does not mean there is no errors on the HTML code. If the copied code on the clipboard was not complete, the form may have some processing errors. The form processed with success message means the code was uploaded and parsed with success by the component.
PAGE 15 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
7.
Create, from Content->Article Manager menu, an article in Joomla content to be the Thank-You page. This page will be loaded after user submits the contact form.
8.
Open Components->ZohoLead->Preferences.
9.
Click Select button to see the list of articles available in Joomla content.
PAGE 16 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
10. Select the Thank-You article created in step 7.
11. (Optional) Enable notifications and inform email addresses on the appropriate field.
Addresses must be separated by commas, without spaces.
PAGE 17 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
12. Save or apply the configuration.
13. Now, the contact page must be changed, if it exists, to point to Zoho Lead Component
instead of the core Contacts Component, or created if this page does not exist. This is usually a menu item. The picture below shows a menu item being created. Create a new menu item and select Internal Link -> ZohoLead as the menu type. The options of Zoho Lead menu type are the same as for Contact component menu type. Select Category or Standard Contact Layout.
PAGE 18 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
14. The title must be provided, for example: Contact Us. The contact to show on the Contact
Us page is selected from the drop-down list at right. These contact entries are created and managed using the core Contacts Component of Joomla.
15. Save it and make sure it is published.
PAGE 19 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
16. Verify the menu item appears on the web page.
PAGE 20 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
See it in Action This section shows the component in action. 1.
Click the Contact Us menu item. The form with the Zoho CRM fields is loaded. Fill in the fields with information and click Send button. The picture below shows part of the form created in the step 5 of the Zoho CRM Setup section.
2.
The Thank-You page is loaded to the user.
PAGE 21 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
3.
On Zoho CRM, the lead is automatically created or queued for approval, according to the configuration on step 6 of Zoho CRM Setup section. This step assumes that leads should be approved manually. On the Lead List, click on Approve Leads link.
4.
Approve the lead from the Lead Approval page.
PAGE 22 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
5.
The picture below shows lead details after approval.
6.
The user receives an automatic response by email. This email is sent from Zoho CRM (see step 7 of Zoho CRM Setup section).
PAGE 23 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
7.
If notification is enabled, a message is sent from Zoho Lead Component to the email addresses informed in Preferences.
8.
Follow the same procedure of Zoho CRM Setup section to define a Web-to-Contact or Web-to-Case integration with Joomla. You only need to find the appropriate link on the Setup page of Zoho CRM interface.
PAGE 24 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Changing Form Definition If changes to the Zoho form is need, follow steps 1-6 of the Zoho Lead Component Setup section of this User’s Guide.
PAGE 25 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Using CAPTCHA This section details the procedure to enable the use of Captcha on the form presented to the user. With this component, a modified version of the JoomlaXi Captcha Plugin is provided. More information about the original version of this plugin can be found at http://www.joomlaxi.com/. The support for Zoho Lead Component was added to the plugin and the remaining scope of action of the plugin was not removed. When installed and enabled, this plugin will add Captcha challenges not only for Zoho Lead Component form, but for user registration, password reminder, and core contact forms as well. The use of Captcha is optional. 1.
Open the Joomla administrator interface and log in as a Super Administrator user.
PAGE 26 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
2.
Go to Extensions->Install/Uninstall. On the Upload Package File frame, click Choose File button. Navigate to the folder where you extracted the plg_zoholead_captcha.zip file and select it. Click Upload File & Install button.
3.
The following message should appear, indicating a successful installation. If any errors message is returned, verify the directory permissions on the Joomla folders and retry the installation.
4.
Enable the plugin on the Plugin Manager.
PAGE 27 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
5.
DOCUMENT REVISION 1.2
Verify the Captcha challenge on the Contact page.
PAGE 28 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Known Issues Some issues has been identified and solutions are available. Contact helder.garcia@gmail.com for more information. ‣
Templates generated with Artisteer® include a component wrapper that prevents Zoho Lead component, and possibly others, to work properly. The solution is a small change on a PHP file of the template;
‣
Templates that does not make use of the frontpage function of Joomla® framework may present a blank page on the return page (the Thank You page). On this cases, a menu item ID must be included on the code when creating the route to the article.
PAGE 29 OF 30
HTTPS://WWW.THECODER.ORG
A COMPONENT FOR JOOMLA AND ZOHO CRM USERS
DOCUMENT REVISION 1.2
Thank You!
theCoder.org - in association with Webify Soluções Computacionais http://www.webify.com.br https://www.thecoder.org
PAGE 30 OF 30
HTTPS://WWW.THECODER.ORG