crm3

CRM3® has a powerful system for capturing contact information from web pages. Generally, these are referred to as Lead Capture, Registration, or Feedback forms. Our general term of use is the last of these. The system has a minimal set of required fields, some optional fields, and a way to define dynamic fields for complete customization. Additionally, forms can be chained together across pages to produce questionnaires, etc.

Note: N.B. Red indicates special instructions for features yet to be implemented.

All feedback forms must post to a URL similar to the following example:
<form action="http://[account].CRM3.com/webservices/auth.asmx/signup">
Where [account] is the name of the sub-domain for the account where the contact will reside (e.g., cmaeon.CRM3.com). If the account is going to be set dynamically, then the domain should be portal.CRM3.com and a hidden field with name of ”account” and the value of the account’s name should be dynamically set.
N.B. Sub-domain account recognition is not yet available. For now, use portal.CRM3.com and the hidden account field for all feedback forms.