Magnetic provides a very easy way of creating leads from a website form. Magnetic will process a form that sits on your website and redirects the user to a thank you page that you provide when they hit the submit button.


If you're not familiar with HTML please ask your website administrator/developer for assistance with this as the code will need to be added to your website and tested that it is functioning correctly.

Setting up the form

Setting up your form requires you to simply ensure that you are using the correct field names that Magnetic is looking for.

Magnetic will process the form, then redirect the user back to a thank you page of your choosing.

To ensure that Magnetic processes your form correctly, you'll need to set your <form> tag correctly. See sample below.   

<html><head></head><body>

<form action="https://app.magnetichq.com/Magnetic/Web2Opportunity.do" type="POST">
<input type="hidden" name="companyId" value="1">
<input type="hidden" name="createOpportunity" value="true">
<input type="hidden" name="ownerEmail" value="you@yourcompany.com">
<input type="hidden" name="followupDays" value="5">
<input type="hidden" name="tags" value="5">
<input type="hidden" name="tagsOpportunity" value="productx">
<input type="hidden" name="tagsContact" value="webform">
<input type="hidden" name="redirectUrl" value="http://www.google.com/">
<input type="hidden" name="343434" value="Value for custom field">

<table>
<tr><td>Message</td><td><input type="text" name="comment"></td></tr>
<tr><td>Contact Name</td><td><input type="text" name="fullName"></td></tr>
<tr><td>Email</td><td><input type="text" name="email"></td></tr>
<tr><td>Company name</td><td><input type="text" name="company"></td></tr>
<tr><td>Mobile number</td><td><input type="text" name="mobile"></td></tr>
<tr><td>Landline number</td><td><input type="text" name="landline"></td></tr>
</table>

<input type="submit">
</form>

</body></html>

   

Inside your form, please follow the naming conventions supplied in the table below. You may set any of the fields to hidden if you don't want your users to see them.

Form fields

Field NameRequiredDescription
companyId
YesFind your company ID from within your account here 
ownerEmail
NoEmail address of the user who will own the opportunity. If left out the opportunity will be left unassigned.
fullName
NoFull name or first name of lead
email
Required if no fullName providedEmail of lead
company
NoCompany name of the lead. If left out we will try add the user to the appropriate company or the Private company
opportunityName
NoName of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName.
 createOpportunityNoSet to "true" if you want to create an opportunity
mobile
NoMobile number of lead
landline
NoLandline number of lead
comment
NoA comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in.
 followupDays No If present a followup will be set due in x days time
 tagsOpportunityNo Comma separated list of tags on the opportunity
 tagsContact No Comma separated list of tags on the contact
 redirectUrl Yes The URL to redirect the user back to on your site to say thank you.


Custom Fields

All custom fields that have been set up in your account can be populated from the form. The input must have the ID of the custom field which can be found on the page where the custom fields are managed. You must perform validation of the custom field inputs or we will fail them on the server when the data is posted. You can use hidden or visible elements.