Newsletter Sign Up form
This form sits on the firm's website.
This form gathers:
It also collects interest area data. When a new interest area is added or a name is changed, this form must be updated.
Upon completion of the form, users see this message:
"Thank you for your interest in Harneys' newsletters. Your request has been received."
Data from this form is pushed to Sugar:
If the contact already exists in Sugar, the following data fields are over-written:
Interest Area fields (only adds new ones)
While the data should be overwritten automatically whenever the form is completed, we also have a weekly data push scheduled from the Newsletter Sign-Up Form List into Sugar to ensure that all are updated.
If the contact is new (on the basis of email address), the contact is added as a Lead and it must be converted.
In either scenario a note is automatically written to the contact/lead's record.
Whenever this form is submitted an email is automatically generated and sent to firstname.lastname@example.org.