Are you missing an opportunity to gather key data using automation?
B2i has created a plugin widget to enhance your website with customizable:
Contact Us, Comments, and Request Information forms
Once submitted:
- A contact will be automatically created in your B2i Contact Relationship Manager(CRM) and the comments will be attached to the contact profile record.
- Email notification: Contact details and comments will be sent to you or others via email.
- Dashboard Updates: Contact and comments will be highlighted.
- Activity Log: Contact actions such as viewing webpages, downloads, email opens, etc…, will now be logged.
- Additional actions are available. Contact Us for more information.
You can also create custom forms (to include any data fields) with custom endpoints. This allows you to collect data from a visitor before transferring them to another webpage or download item.
By using B2i’s “Contact Us” plugin, you are able to quickly and easily build a contact database while providing valuable information about your company, product/service offerings, industry or information of your choosing, to interested parties.
Below is a fully functional plugin widget example of a customizable form
B2i Data Retention and Usage Policy:
- B2i does not use client’s data in any way except to fulfill email notifications and to report usage within the IR Office portal.
- B2i does not share, sell, retain or use for B2i marketing any contact data that we temporarily store for client’s efforts.
- B2i removes all of client’s contact data once the B2i license is discontinued.
- B2i stands by data privacy efforts of state and federal laws.