Integrated with Salesforce

  • Resolved jenrstretch

    (@jenrstretch)


    8 years ago

    Has anyone tried to use this plugin with a Salesforce integration?

    I’m using WordPress-to-Lead for Salesforce plugin (which is awesome!) for my forms on my website. All leads go directly into Salesforce upon submission.

    I just installed this plugin and set up hidden fields, but its not passing any values. I don’t have access to modify the HTML in the form, but have tried both variations for a hidden field and I’m not seeing any data:

    <input type=”hidden” id=”sf_Source__c” class=”w2linput hidden” name=”Source__c” value=”[utm_source]” />

    <input type=”hidden” id=”sf_Source__c” class=”w2linput hidden” name=”Source__c” value=”%s” />

    Does anyone have suggestions on what I could try?

    Thank you!

    https://wordpress.org/plugins/handl-utm-grabber/

Viewing 8 replies - 1 through 8 (of 8 total)
  • Plugin Author Haktan Suren

    (@haktansuren)

    8 years ago

    Hi @jenrstretch

    Welcome to the support forum.

    Seems like the second line is not accurate. Can you try this instead and let us know?

    [utm_source_i]<input type="hidden" name="Source__c" id="sf_Source__c" class="w2linput hidden" value="%s" />[/utm_source_i]

    Thread Starter jenrstretch

    (@jenrstretch)

    8 years ago

    Unfortunately, I don’t have access to the HTML of the form, so I can’t add [utm_source_i] and [/utm_source_i] after the input line.

    Plugin Author Haktan Suren

    (@haktansuren)

    8 years ago

    Please update the plugin to latest. And try the following and let us know…

    Create a new field and use the id as “utm_source”, click “Enabled” and save the form.

    See screenshot http://www.haktansuren.com/wp-content/uploads/2016/04/salesforce.png

    Thread Starter jenrstretch

    (@jenrstretch)

    8 years ago

    I have to use the ID “Source__c” since that correlates to the field in Salesforce.

    Any other suggestions?

    Thanks for the fast replies!

    Thread Starter jenrstretch

    (@jenrstretch)

    8 years ago

    I could clarify that the naming convention of the Salesforce field can be anything, however, it will need to end in “__c” in order to correlate with Salesforce.

    Thank you!

    Plugin Author Haktan Suren

    (@haktansuren)

    8 years ago

    I have just released a new version of the plugin making Salesforce compatible with HandL UTM Grabber. With the latest version of the plugin (as of v2.1), you can use shortcode in form values.

    After you upgrade the HandL UTM Grabber to the latest (v2.1), simply try the below setting and let us know here if it works.

    Screenshot: http://www.haktansuren.com/wp-content/uploads/2016/04/salesforce-1.png

    We appreciate if you can review the plugin from
    https://wordpress.org/support/view/plugin-reviews/handl-utm-grabber as well 🙂

    Thank you!

    Thread Starter jenrstretch

    (@jenrstretch)

    8 years ago

    AMAZING…thank you!!! It worked! One thing to note for people using the WordPress-to-Lead for Salesforce plugin is that you will need to populate the Label field. So, in the screenshot above, I just put “Source” in the label field. (Source is the name of my Salesforce field).

    Thanks again, this is great!

    Plugin Author Haktan Suren

    (@haktansuren)

    8 years ago

    Great! Glad it worked for you…

Viewing 8 replies - 1 through 8 (of 8 total)
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