bypassing email and never missing a lead

Presented by: Dan Stramer / @danst

WordCamp Niagara, August 2018

About Dan

  • Front End Designer and Developer
  • Creating with WordPress since 2009
  • Mentor and Teach at Canada Learning Code
  • Active member at WP Toronto meetups
  • Father of 3 boys

About you

  • You create / manage a WordPress site
  • You have a blog that is powered by WordPress
  • You create sites for clients
  • You have a contact form on your site
  • You do not want to lose any leads

What we'll talk about today

  • What is the goal of your website
  • What is a contact form and how are contact forms used
  • Detaching the form from email
  • The solution

Goals of a site

  • Product
  • Service
  • Idea

What is a contact form?

A form on a website that allows users to communicate with the site owner. The form has fields for filling in name, address and type of comment.

What is a contact form?

A form on a website that allows users to communicate with the site owner. The form has fields for filling in name, address and type of comment.

Email

Name

Message

Submit

what can go wrong?

  • Site issues, mail function, plugin collisions
  • Server issues
  • Internal organisation IT
  • Mail box full
  • Privacy

What can we do?

  • Disconnect the form from email
  • Save leads on site regardless of email
  • Send leads to 3rd party

There are more than a few ways of doing this, I am going to talk about 2

flamingo

Flamingo is a WordPress plugin created by the author of Contact Form 7 (Takayuki Miyoshi), which works together with contact forms on your site and allows all the leads to be saved on site regardless of email.

asana

Asana is a project management platform which can help us manage our leads from our site by sending them over using SMTP

  • Install plugin

  • Done

Extra Credit:

flamingo_email: "[the-email-field]"
flamingo_name: "[the-name-field]"
flamingo_subject: "[the-subject-field]"
flamingo_name: "[first-name-field] [last-name-field]"

Project management platform which we will use to send our leads to

  • Centralized place for leads
  • Team Collaboration
  • Backup
  • Create a new project
  • Add tasks via email, get an email address
  • add the to: email field to the contact form
  • "From" field in your form should be associated with your Asana account (!important). Use SMTP plugin if needed.
  • Send form
  • Go to Asana and check your lead

These are the values that are passed to Asana:

Email >> Task in My Tasks
CCed email recipients >> Task followers
Email subject >> Task name
Email body >> Task description
Email attachments >> Task attachments

More info in Asana's guide

demo

one more thing...

Questions?

Slides:

bit.ly/ds-wp-leads

 

Blog posts about this content:

Flamingo | Asana | Zapier

 

www.dmdesign.co.il | studio@dmdesign.co.il | @danst

Bypassing email and never missing a lead

By Dan Stramer

Bypassing email and never missing a lead

WordCamp Niagara

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