shopVOX Pro
Getting started with shopVOX Pro
What is shopVOX? - shopVOX Pro
Getting started with shopVOX - shopVOX Pro
Your Account - shopVOX Pro
Icons and Interface Tour - shopVOX Pro
Inviting Users to Your Team - shopVOX Pro
Setting Roles for your Team - shopVOX Pro
My Profile + SMTP Settings - shopVOX Pro
Import Customers & Contacts from your Accounting software - shopVOX Pro
Adding Vendors - shopVOX Pro
How do I Update Our Billing Info? - shopVOX Pro
Setup Vendor Catalogs - shopVOX Pro
A Guide to Creating Your First Order - shopVOX Pro
Microsoft Outlook - Two Factor Authentication - shopVOX Pro
Customize your account with Add-on Features - shopVOX Pro
Importing and Exporting Customers & Contacts with a spreadsheet - shopVOX Pro
Transactions: New Quote + Quote Approval Process - shopVOX Pro
Database Migration Support for shopVOX - Legacy data - shopVOX Pro
Notifications: Keep your entire team up to date - shopVOX Pro
Color Picker - Saving Colors - shopVOX Pro
Transactions: What are Transactions? - shopVOX Pro
Transactions: New Sales Order - shopVOX Pro
"What's New" Feature: Your Guide to shopVOX Updates - shopVOX Pro
How Do I Cancel My shopVOX Account? - shopVOX Pro
Transactions: New Invoice - shopVOX Pro
How to Create a Quote - shopVOX Pro
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs - shopVOX Pro
Save Time with Emailed Document Templates - shopVOX Pro
Webinars in shopVOX Pro: Learn and Grow with Us - shopVOX Pro
shopVOX Express vs. Pro. Explaining the differences in Workflow - shopVOX Pro
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Workflows - Quick Overview Express VS Pro - shopVOX Pro
Global Search in shopVOX - shopVOX Pro
Enhancing Security with Multi-Factor Authentication in shopVOX - shopVOX Pro
Sales - shopVOX Pro
Managing Customer and Leads
Workflow Stages and Templates Explained
Using a TV for your Job Board
Connecting shopVOX to QuickBooks Desktop: Streamlined Sync for Your Financials
How to Price Color Changes
Customer Alerts & Flags
Sales Commissions
Creating Your Own Custom Job Views
Updating a Workflow in shopVOX: A Complete Guide
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
Avalara AvaTax - Sales tax setup guide
Merge Customers
Adding new Contacts to Existing Customers
Tracking Partially Fulfilled Apparel Orders in shopVOX
Customer Contacts: Setting Primary and Billing Contacts
How to Price Color Matches
Sales Leads on Business Intelligence Dashboard
How to create Partial Invoices
Multiple Currency Add-On - How it works and setting up
Sales Leads - Sample Pipeline Setup
Sales Order States - shopVOX Pro
Reports - shopVOX Pro
Understanding Quote Statuses in shopVOX - shopVOX Pro
Managing dates on Quotes, Sales Orders, and Invoices - shopVOX Pro
Products & Pricing - shopVOX Pro
Advanced Pricing concepts
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Increasing Product Prices by a Percentage in shopVOX - PBase
A Comprehensive Guide to Ternary Operations in shopVOX
Using the Reference Field for Material Selection and Labor Charges
Understanding Pricing Levels in shopVOX
Mastering the Use of *, /, +, -, >, <, >=, <=, % in Ternary Operations
How to Update Pricing in shopVOX: A Comprehensive Guide to Machine Rates, Labor Rates, and Materials
Unlocking Efficiency: Harnessing System Variables and References to Create a Click Charge
Undertanding Sell/Buy Ratio in shopVOX
Product System Formula - with Filter
Product Templates - Custom Formula Logic
Product Template - Add New Defualt Items Configuration Window
Custom Logic in shopVOX: Evaluating Multiple Boolean Modifiers
Mastering the Use of &&, ||, and === in Ternary Operations
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
Golden Products
Golden Product: Flyer - with BOM
Golden Product: Postcard- with BOM
Golden Product: Greeting Cards - with BOM
Golden Product: Calendar - with BOM
Golden Products List by Global Region
Products shopVOX Golden Products
Golden Product: Brochures - with BOM
Golden Product: Print + Copy - with BOM
Golden Product: Business Cards - with BOM
Golden Product: Booklet - with BOM
Golden Product: Door Hangers - with BOM
Adding Your Own Products - shopVOX Pro
How to Publish Products in shopVOX
Product Templates & Formulas Explained
Product Templates - Using System Formulas
Product Templates - Using System Formulas - Adding a Double Sided check box
Product Templates - User Created Formulas
Product Templates - User Created Formulas - Adding a Double side check box
Product Pricing - Round to 2 or 4 Decimal places
Products: Grid Pricing Example
Managing Your Product Catalog with shopVOX
Setting Up Labor Rates in shopVOX: A Simple Guide
Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Materials Management in shopVOX: A Comprehensive Guide
Product Pricing: Material Wastage Calculator
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Uploading and Sending Proofs for Approval
Product Templates - How to Turn on a Product Template
Guide to Using the Panels UI in shopVOX Pro
How to Price Promotional Products
How to Price Digitizing
How to Price Direct To Garment Printing
Product Template - Add New Drop-Down Menu Configuration Window
Comprehensive Guide to Setting Up a Basic Apparel Product in shopVOX
Pricing Methods: Standard, Product, and Cost Plus Pricing
Custom Product, Template, and Code Modifiers
Accounting and Reporting - shopVOX Pro
Connecting Your Sage One Accounting to shopVOX
Transaction Numbers Settings - shopVOX Pro
Add your Payment Gateway - shopVOX Pro
Connecting to your Accounting Software
Connecting your XERO account to shopVOX
Connecting Your QuickBooks Online Account to shopVOX
Common Xero Sync Error messages explained
Integrated SAGE Promo ( promotional catalog )
Setting Up Your Account - shopVOX Pro
Accounting
Common QB Questions
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How are Users Billed?
Five challenges to consider when setting up your Account
How to Filter MFA Email Alerts in Outlook and Gmail
shopVOX Work Flow - The Big Picture
Leveraging External IP Addresses for Security
Hide or Show Quotes & Sales Orders, Ordered Quotes, and Invoiced Quotes and Sales Orders
Add Your Logo and Company Info
How to add Additional Charges to your Quotes, Sales Orders and Invoices
Terms and Conditions
Document's and PDF Settings
Group and Describe Jobs with Tags
How to Change Password
Forms: Customizing Forms in shopVOX
Common Questions About Users
Flagging a user as a "Sales Rep"
Industry Specific Content - shopVOX Pro
Automation & Integrations - shopVOX Pro
Shipping
APIs
What is an API?
How an API Works: A Simple Explanation
Leveraging the Power of shopVOX with API Integration
API Essentials: Understanding the Backbone of Software Communication
Building Your Own Custom Integration with shopVOX APIs
JSON Demystified: The Universal Language of Data Exchange
I'm having an issue with the shopVOX APIs. Who do I contact?
Does shopVOX do custom development?
Does shopVOX integrate with Salesforce?
Setting up Mailchimp Integration in shopVOX
Sales Leads Web Form in shopVOX: Streamline Prospect Capture and Management
Simplify User Authentication with OAuth Integration in shopVOX
Who to Contact for shopVOX API Issues
Setting up Constant Contact Integration in shopVOX
Does shopVOX integrate with Microsoft Project?
API and Webhooks integration feature
shopVOX Go! App
Discovering Your shopVOX API Credentials: A Step-by-Step Guide
Automation - Scheduled Actions
What are some popular advantages when using Zapier?
FAQs - shopVOX Pro
shopVOX specific terms
Common questions
How to increase Database size ?
Opening PDFs directly in your browser
shopVOX User Types
Empowering Project Managers in the Proofing Process: A Guide to Workflow Enhancement with shopVOX
Hex Color file to match PMS color chart
How do I disabled user?
What is the Admin checkbox for when creating a new user?
Invoicing - Enhancing Customer Engagement: Tracking Invoice Views with shopVOX Pro
Where do jobs "fit" in the order process in ShopVOX?
Why can't I print the PDF documents directly, instead of downloading?
How can I send a quote and a proof together in one email to my customer?
Terms and Definitions
Printing Examples - Letterpress Printing
Printing Types Defined
Printing Examples - Digital Printing
Printing Examples - Offset
Errors and Troubleshooting
How to clear history from Chrome browser?
When I convert a quote to a work order, does the name of the order and the line item description carry forward or do I have to rewrite?
How to optimize your browser for shopVOX
Streamlining Proof Attachment to New Sales Orders for Enhanced Efficiency
Setting Up Minimum Order Amounts in shopVOX
What is our IP address for the mail server ?
Custom PDF in shopVOX
Onboarding - shopVOX Pro
Onboarding - Simple Products Setup
Mastering Product Setup in shopVOX: A Step-by-Step Guide from Basics to Advanced Customization
Lesson 1: Setting Up a Basic Product
Lesson 2: Introducing Dynamic Pricing Based on Square Footage
Lesson 3: Enhancing the Product with Templates and Dropdown Menus
Lesson 4: Adding a Default Item Linked to Modifiers
Lesson 5: Implementing a Double-Sided Boolean Modifier with Conditional Logic
Lesson 6: Replacing a System Formula with a Custom Formula
Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic
Lesson 8: Adding an Additional Dropdown Menu
Lesson 9: Creating Custom Fields to Enhance Usability
Lesson 10: Implementing a Rush Charge Option
Summary Conclusion: Lessons 1-10
Quoting and Order Management - shopVOX Pro
Adding/Updating Customers and Contacts
Purchase Orders - How to Add Materials and Products to a Purchase Order in shopVOX PRO for the Inventory Add-on
Stay Organized with Notes, Tasks, and Assets
Roll-Up Line Items to Combine Pricing
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
How to Issue Refunds and Credit Memos
Add Ons - shopVOX Pro
Ecommerce
Ecommerce - Web Store
Ecommerce: Creating Discount Codes
Ecommerce - Steps to setup custom URL for paid cPortal
Webstore & Shopping Cart Examples from shopVOX Users
Setting up a Shopping Cart to sell online - Changing the URL
Ecommerce - cPortal - White Label Setup
Ecommerce - cPortal
Ecommerce - Overview
Empowering Your Customers with the Free cPortal
Ecommerce - Shopping Cart
Ecommerce - Apparel Web Store
Inventory
Inventory Module Add-On - Setup and use of Feature
Inventory Module Add-On - Setup Locations
Questions to Consider About the Inventory Module in shopVOX
Inventory Module Add-On
Divisions
Vehicle Wrap
Amazon S3 Storage
Amazon S3 (Simple Storage Service) - shopVOX Add-On
Amazon S3 (Simple Storage Service) - Amazon S3 Pricing
Amazon S3 Add-On (Simple Storage Service) - What is it?
Projects in shopVOX: Comprehensive Guide
Service Job Add-On: Streamline Your Workflow with shopVOX's New Service Job Feature
- All Categories
- shopVOX Pro
- Automation & Integrations - shopVOX Pro
- Sales Leads Web Form in shopVOX: Streamline Prospect Capture and Management
Sales Leads Web Form in shopVOX: Streamline Prospect Capture and Management
Updated
by Tyler MacDonald
The Sales Leads contact form is a powerful feature that allows you to download and customize a contact form directly from your shopVOX account. This form can be tailored to specific sales reps and pipelines, making it easier than ever to organize and manage your leads.
With shopVOX, you can create multiple pipelines, each assigned to a specific sales representative. This flexibility means you can have two or more pipelines for one sales rep, each with its own unique form. These forms can then be embedded on your website. When a potential customer fills out the form, a new, well-categorized sales lead is automatically created in your shopVOX account, complete with essential details like the customer's name, contact information, and more.
Contact Forms
You can easily integrate shopVOX’s customizable Contact Forms into your website, allowing you to efficiently capture and manage sales leads. Every time a contact form is submitted, it will instantly create a new sales lead directly in your shopVOX account, ensuring that no potential opportunity is missed.
The Contact Form is tied to the user who downloads it because it utilizes the user's API Token. This ensures that the lead data is securely linked to the correct account. If needed, you can easily change or revoke your API Token in your profile settings, giving you full control over your integrations.
Setting Up Your API Token
Before downloading the Sales Lead Form, it’s important to ensure your API credentials are correctly set up. Follow these steps:
- Go to My Profile:
- Navigate to your profile by clicking on your account name or avatar in the top right corner of your shopVOX dashboard.
- Navigate to your profile by clicking on your account name or avatar in the top right corner of your shopVOX dashboard.
- Access Your API Credentials:
- Scroll down until you find the API Access section.
- Click Show and enter your password to reveal your Account ID and API Token. These tokens are essential as they are embedded into your contact form when you download it, allowing the system to correctly identify who the form belongs to.
- Scroll down until you find the API Access section.
- Regenerate API Token if Necessary:
- If needed, you can regenerate your API token to ensure security or to reset your integration. This can be done within the same API Access section of your profile.
- If needed, you can regenerate your API token to ensure security or to reset your integration. This can be done within the same API Access section of your profile.
How to Download Your Sales Lead Form
- Navigate to Sales Leads Settings:
- Go to
Settings
>Sales Leads
in your shopVOX account.
- Go to
- Explore the Options:
- You’ll see options like:
- Add New Pipeline: Create a new sales pipeline for organizing your leads.
- Full Page with Contact Form: Download a complete contact form ready to be embedded on your website.
- Contact Form Only: Get just the form without the full page setup.
- You’ll see options like:
By setting up these forms, you streamline the process of capturing leads, ensuring they are automatically categorized and assigned to the appropriate sales pipeline.
Downloading and Viewing the Full Page with Contact Form
- Click on "Full Page With Contact Form":
- After selecting this option, you will be prompted to enter your password for security reasons.
- After selecting this option, you will be prompted to enter your password for security reasons.
- Download and Preview:
- Once the file is downloaded, you can double-click it to see how the form looks.
- Once the file is downloaded, you can double-click it to see how the form looks.
The form includes fields for:
- Name
- Phone Number
- Company Name
- Your Email Address
- Questions or Comments
- Assets with a browse button to upload files
- Submit button
This pre-designed form is ready to be embedded on your website, providing a straightforward way for prospects to reach out and for you to capture valuable lead information efficiently.
Testing Your Sales Lead Form
Go ahead and test it out. Fill in the form and hit submit.
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You should be able to see the result of your test appear in your Sales Leads within shopVOX.
- Redirection Confirmation:
- You will notice that once you submit the form, you are redirected to the shopVOX website. This is a positive sign because it indicates that your Full Page with Contact Form is properly integrated with your API key and token.
- You will notice that once you submit the form, you are redirected to the shopVOX website. This is a positive sign because it indicates that your Full Page with Contact Form is properly integrated with your API key and token.
- Check Your Sales Leads:
- Navigate to the Sales Leads section in your shopVOX account to see the newly created lead.
- You can see the New Sales Lead from the Sales Lead Board
- Clicking on the Title opens the Sales Lead
- Navigate to the Sales Leads section in your shopVOX account to see the newly created lead.
- Update the Redirect Code:
- All that remains is to update the redirect code to point to your own website, ensuring that after a customer submits the form, they are redirected back to a page of your choosing.
This simple test confirms that the form is functioning as expected and that the integration with shopVOX is secure and effective.
Changing the Redirect Webpage
If you're comfortable working with HTML, you can customize the content and appearance of the Sales Lead Form by editing the HTML file directly. You can change field names, add new fields, or modify the layout to better fit your brand and customer experience.
If you're not comfortable editing HTML yourself, you can have your web designer customize the form for you. They can ensure that the form matches your website's design and functions exactly as you need it to.
To change which webpage the form redirects to after submission:
- Open the full-page-contact-form.html:
- Open the
full-page-contact-form.html
file in an editor of your choice, such as Notepad, Notepad++, or Visual Studio Code.
- Open the
- Locate the Redirect Code:
- When opening the HTML file, search for a section that looks like this:
<h1>shopVOX Sample Contact Form</h1>
<form id="contactForm">
<div id="shopvox-contactForm-error-message" class="alert alert-danger"></div>
<input type="hidden" name="on_success" id="on_success" value="https://www.shopvox.com">
<input type="hidden" name="pipeline_name" id="pipeline_name" value="Sales Pipeline">
<input type="hidden" name="title" id="title" value="Contact form sales lead">
<input type="hidden" name="lead_source_name" id="lead_source" value="Contact Form">
<input type="hidden" name="vox_protection" id="vox_protection" value="">- We are specifically looking for this line:
<input type="hidden" name="on_success" id="on_success" value="https://www.shopvox.com">
- Update the Redirect URL:
- Simply change that line to the URL of your choosing. For most cases, it would be appropriate to have a "thank you for submission" landing page that your web designer can create, thanking the customer for submitting the form.
- Save Your Changes:
- After updating the URL, save the changes to your HTML file.
Now, when someone submits the form, they will be redirected to the webpage you’ve specified, creating a seamless experience for your potential customers.
Sales Lead Notifications
To get the most out of the Sales Leads feature, you'll want to ensure that your notifications are set up properly so that you are alerted whenever a new Sales Lead is created.
- Navigate to Notification Settings:
- Go to
Settings
in your shopVOX account. - Then, on the left-hand side, click on
Notifications
.
- Go to
- Set Up Sales Lead Notifications:
- Scroll down until you see the Sales Leads heading.
- This is where you can turn the notifications on or off.
- Notice in the Created section that the notification is set to notify the Sales Rep. This is very important to understand because whoever is the Sales Rep that the form was downloaded from will be the recipient of the notification.
- Scroll down until you see the Sales Leads heading.
- Test and Customize:
- Feel free to test this out and add any other recipients you would like to be notified, either by Email, In-App, or both. I suggest setting up both types of notifications to ensure you are aware whether you're at your computer or on the road.
Proper notification setup ensures that you or your team members are promptly informed when a new lead is captured, enabling a quick response to potential customers.
Sales Leads API Access
For those looking to integrate even deeper or automate certain tasks, shopVOX offers an API for Sales Leads. You can reference the shopVOX API for Sales Leads here: Sales Leads API Reference.
This API documentation will show you what is possible from an API standpoint, including which fields are available for the form. Understanding these fields allows you to customize your forms or integrations further, ensuring that the captured data fits seamlessly into your sales and marketing workflows.
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