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Dec 22
2011
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Lead Module and Component Now Available for CiviCRM!Posted by: Nicholas Myrna Tagged in: Joomla 1.7 , Joomla , integration , enewsletter , email attachment , CiviNews , CiviLead , CiviCRM
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CiviCRM is a fantastic system for managing contacts, eNewsletters, donations, events, and much more. It is used by both non-profit and for-profit enterprises that wish to use a CRM solution that works seamlessly with their Joomla sites. CorFun has successfully deployed CiviCRM for many different types of organizations. One shortcoming of the system, however, was that CiviCRM did not have a "lead" module that would allow site visitors to fill out a simple form requesting more information. That form should create a "lead" in CiviCRM and notify an internal resource that a request for information has come in. To fill this need - the CiviLead Module and component system was created!
Here are some of the important features of CiviLead:
- Put a CiviLead module on any page of your Joomla site with a simple form for visitors to request more information about your organization or something specific like an event or product. (In CRM terms, people who fill out the form become “self-generated” leads.)
- Site visitors filling out the form are added to CiviCRM to any Contact Group you specify. Use different iterations of CiviLead on different pages to populate different CiviCRM contact groups.
- Put a CiviLead module on any page of your Joomla site to use for registration for one or more newsletters. These two functions can be combined, as your “Lead” contact group(s) in CiviCRM can also be used for eNewsletters! The same CiviCRM Group can be used in the active sales process and to send email blasts and/or scheduled newsletters.
- Optionally route to a custom thank-you page which can ask for more information such as address and phone number. This function allows you to keep the initial information requested in the module to a bare minimum, but allows you to bring the user to a page where those who are willing can supply you with more contact information. Or optionally route to a custom thank you page either directly after the module information has been filled in, or after the additional information page has been filled in.
- CiviLead can generate a custom email to the new “Lead” thanking them for contacting your organization and providing more information about the next steps in the new relationship. The email can even contain an attachment! This allows you to have people sign up to receive an informational PDF, PowerPoint, or any other documentation. You get their contact information into your CiviCRM, and they automatically get the information advertised without any manual work.
- CiviLead can optionally generate an internal email to alert a resource within your organization that a new “Lead” has registered. No need to run a report or take any manual steps. When someone wants information about what you are offering, you will know about it immediately. Contact resource to notify when a “Lead” registers is configurable at the module level so can be different for each module instance.
- Emails can be configured differently for different iterations of this module.
- Optionally use a configurable question-based captcha to prevent spam registrations.
- Configure the field literals shown to the end user. CiviLead can support any language quickly and easily, and since the most important literals are set at the module level, even support more than one language on the site Website!
CiviLead is compatible with Joomla 1.7 and CiviCRM 4.x. To find out more about CiviLead, visit the product page or the demo page.

