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Integrate Online Form (Registration Page) with Lasso

Rick
  • Updated

Integrate Online Form (Registration Page) with Lasso

In this article:

Connecting Online Form (Registration Page) to Lasso

Connecting your online signup form (registration page) to your community database in Lasso is an integral part of the implementation process. There are various methods of making the connection, including through Lasso's API.

Using a standard method of implementation, the following are fundamental to a successful integration:

1 - Three fields direct the form submission to the correct database. They are:

  • Lasso UID
  • Client ID
  • Project ID

2 - The form must be posted using POST, not GET.

3 - A reCAPTCHA or Honeypot must be used to avoid spam registrations.

4 - Sales reps can be automatically assigned and notified as soon as a form is submitted.

5 - First and last name are required as separate fields.

6 - Additional contact information can be requested such as email and phone. It is recommended to make email address required so that you are assured of a contact method.

7 - Registrants can be identified by rating, source, or secondary source, and events can be triggered via sales process.

8 - Answers to questions such as How did you hear about us? can be requested.

9 - A thank-you page and auto-reply email can be initiated upon submission.

10 - Test and troubleshoot your form with Lasso links and support.

Required Fields

The following three fields are needed to direct the form submission to the correct database:

  • Lasso UID

<input type="hidden" name="LassoUID" value="XXXXXXXX"/>

  • Client ID

<input type="hidden" name="ClientID" value="XXX"/>

  • Project ID

<input type="hidden" name="ProjectID" value="XXXX"/>

 

Note: It is recommended to also make Email Address a required field on the form, particularly if an automatic email reply is sent when a form is submitted

Where To Post Form

Post the form to:
<form method="post" action="https://app.lassocrm.com/registrant_signup/"> 

POST via PHP 

To reduce the amount of spam getting through to your project database in Lasso, first post the form to your website server using a reCAPTCHA and/or Honeypot. Please refer to Reduce SPAM Registrations for more information. If the reCAPTCHA/Honeypot validates the submission, subsequently post to a back-end system and add the appropriate IDs and values. From there, submit the data to Lasso. Not only will this increase the probability that a human rather than a bot is filling out the form but it will also ensure that the Lasso UID, Client ID, and Project ID remain hidden from the public. 

Please refer to the following for helper applications and sample code: 

For more information on reCAPTCHA and Honeypots, please refer to: 

POST via HTML   

The form can be posted directly to Lasso using HTML. However, please note that all IDs and values, including Lasso UID, Client ID, and Project ID can be viewed in the source code by the public. This is not advised as a CAPTCHA cannot be applied. The Lasso UID is your Api Key for submitting leads to Lasso and once it has been taken, submissions can be made without the form.  

Please refer to https://app.lassocrm.com/registrant_signup/help for:  

  • Bootstrap-powered skeleton 
  • Form validation  

Automatic Sales Rep Assignment

Automatically assign sales reps to new online leads via Lasso’s (Sales Rep Rotation) feature. The assigned sales rep(s) can be immediately notified that they have a new lead so that they are able to promptly reach out to the potential prospect. Use the following registrationPageIdentifier to assign an online registrant to a Sales Rep:

<input type="hidden" name="registrationPageIdentifier" value="Online"/>

Registrant Contact Information Required Fields

First and last name are required for a successful form submission. Use the following syntax:

  • First Name

<input type="text" name="FirstName">

  • Last Name 

<input type="text" name="LastName">

Additional Contact Information

Contact information aside from the registrant’s first and last name can also be requested. It is recommended to include an email address field on your form and make it required, particularly if an auto-reply email is implemented.

Use the following syntax for additional fields:

  • Email Address   

<input type="text" name="Emails[Primary]">

<input type="text" name="Emails[Secondary">

<input type="text" name="Emails[Tertiary]">

  • Phone Numbers 

<input type="text" size="XX" name="Phones[Home]" value="" />

<input type="text" size="XX" name="Phones[Cell]" value="" />

<input type="text" size="XX" name="Phones[Work]" value="" />

<input type="text" size="XX" name="Phones[WorkExt]" value="" />

  • Address (one only)  

<input type="text" size="XX" name="Address" value="" />

<input type="text" size="XX" name="City" value="" />

<input type="text" name="Province" size="XX" maxlength="3" value="" />

<input type="text" name="PostalCode" size="XX" maxlength="XX" />

<input type="text" name="Country" size="XX" maxlength="XX" value="" />

  • Name Title   

<select name="NameTitle">

<option label="Not Specified" value="">Not Specified</option>

<option label="Mr" value="Mr">Mr</option>

<option label="Mrs" value="Mrs">Mrs</option>

<option label="Mr &amp; Mrs" value="Mr &amp; Mrs">Mr &amp; Mrs</option>

<option label="Ms" value="Ms">Ms</option>

<option label="Miss" value="Miss">Miss</option>

<option label="Dr" value="Dr">Dr</option>

</select>

  • Company  

<input type="text" name="Company">

  • Contact Preference  

<select name="ContactPreference">

<option label="Any" value="Any">Any</option>

<option label="Email" value="Email">Email</option>

<option label="Mail" value="Mail">Mail</option>

<option label="No Contact" value="No Contact">No Contact</option>

<option label="No Email" value="No Email">No Email</option>

<option label="Phone" value="Phone">Phone</option>

<option label="Text" value="Text">Text</option>

</select>

  • Comments   

<textarea name="Comments" cols="X" rows="Y"></textarea>

Rating, Source, Secondary Source, Follow-up Process

If you are identifying your registrants by including rating, source, secondary source, or triggering a sales process via follow-up process, use the following syntax to include hidden fields on your form:

  • Rating

   <input type="hidden" name="RatingID" value=" XXXXX"/>

  • Source Type   

<input type="hidden" name="SourceTypeID" value=" XXXXX" />

  • Secondary Source Type 

<input type="hidden" name="SecondarySourceTypeID" value=" XXXXX"/>

  • Follow-up Process           

<input type="hidden" name="followUpProcessId" value=" XXXXX"/>

Form Questions and Answers

In order to collect question and answer data from the form, such as How did you hear about us?, the syntax on the form must include specific question types and IDs that are generated when the questions and answers are set up in the Lasso database.

Available Question Types

  • Dropdown

<select name="Questions[XXXXX]">

<option value=""> - </option>

<option value="XXXXX">answer name </option>

</select>

  • Checkbox 

<input type="checkbox" name="Questions[XXXXX][]" value="XXXXX"/>

  • Radio Button

<input type="radio" name="Questions[XXXXX]" value="XXXXX"/>

  • Manual Input

<input type="text" name="Questions[XXXXX]" value="" maxlength="XXX"/>

  • Missing Multi-Select Dropdown Example

<select name="Questions[xxxx][]" multiple>

<option disabled value=""> - </option>

<option value="XXXXX">answer name </option>

</select>

Thank-You Page

To redirect the registrant to a thank-you page hosted on the community website once the form is successfully submitted, the following hidden input must be added within the form tag:

Sample code

<input type="hidden" name="SignupThankyouLink" value="http://www.somesite.com/our_thankyou.html"/>

For reference, please refer to http://www.bestbuilderhomes.com/BestBuilder-ThankYou.html.

To control the redirect to the thank-you page on the client side, use the following syntax:

<input type="hidden" name="SignupThankyouLink" value="DO NOT REDIRECT"/>

Note: If a thank-you page is not implemented, the registrant will be redirected back to the community website home page.

Auto-Reply Email

There are two options for sending an auto-reply for registrants who sign up via the website contact form:

1 - Auto-Reply Email (Recommended)

The recommended method for sending an auto-reply email to registrants upon sign-up is to add hidden input containing the auto-reply template ID (created in Lasso) to the form using the following syntax:

Sample Code

<input type="hidden" name="ThankYouEmailTemplateId" value="XXXXX"/>

When you click on the template in Lasso, you will see the Template ID located directly beneath the Template Name. 

templateid1.jpg

2 - Auto-Reply Email URL

To include an auto-reply email, along with the thank-you page, add the following hidden input:

Auto-Reply Email URL Sample Code

<input type="hidden" name="SignupEmailLink" value="http://www.somesite.com/our_email_thankyou.html"/>

To set the subject line of the email, using a token to automatically pull the project name from Lasso, add the following hidden input:

Subject Line Sample Code

<input type="hidden" name="SignupEmailSubject" value="Thank you for registering at [@PROJECT_NAME]."/>

Note: Once the email is generated from Lasso, the system will take the [@PROJECT_NAME] token and replace it with the name of the project as it is in Lasso.

Form Testing/Troubleshooting 

To validate your form, complete all fields, and post to https://app.lassocrm.com/registrant_signup/test.

If there are issues, a list of errors and/or warnings will be generated. Further instruction is provided at https://app.lassocrm.com/registrant_signup/help.

Options for Submitting Online Registrations to Lasso

Click on the links below to be directed to the setup guides:

Please note that it is important to implement a reCAPTCHA or HoneyPot to prevent SPAM registrations on your form. Please refer to Reduce SPAM Registrations. As well, ensure that the form field codes, particularly the Lasso UID, are hidden.

Registration Page Code and Lasso API Key

The Project Admin Center in Lasso provides a route for looking up project setting IDs corresponding to sales reps, rotations, source types, secondary source types, ratings, questions/answers, etc. that allow you to create your submissions. As well, the free Lasso API key can be found here.

1 - In the Project Admin Center, click View Registration Page Code to find values for source types, secondary source types, ratings, questions/answers, etc.

2 - The free Lasso API key is displayed under Public API. This key will allow you to submit leads to Lasso.

mceclip0.png

API Key Developer Documentation

Once you have obtained the Lasso API key, you will want to forward the following technical documentation to your internal IT team or website developer - http://api-docs.lassocrm.com/.

The technical documentation displays the method for:

  • Retrieving project settings 

GET /projects/settings Retrieve a project's settings 

projectsettings.jpg

  • Inserting registrants into the Lasso database

POST /registrants Create a registrant

registrantsettings.jpg

Other helpful links include:

Please contact the Lasso Support Team if you have any questions. Email support@lassocrm.com or call 1-855-400-4565.

 

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