Lead Form Assistance

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jmartelo

04 Feb, 2019 09:54 PM

I would like for a remote agent to be enter lead info into a lead form that when submitted will be input into Radius automatically to follow work-flows based on status.

I am not a programmer and so far the instructions I'm not very familiar with. I'm hoping this is an easy process if shown the basics.

I can create a google form as the web form and can the same process be created like there is lead vendors like Benepath, etc.?

Thanks.

Jim Martelo

  1. Support Staff 1 Posted by Connors on 04 Feb, 2019 10:55 PM

    Connors's Avatar

    With the Google Form, I'm not sure if you can or cannot do an HTTP Post with the Information. If yes, you can find the Posting Information within your account: Account > Website Forms

  2. 2 Posted by jmartelo on 05 Feb, 2019 02:42 PM

    jmartelo's Avatar

    I have created an on-line form at https://www.emailmeform.com/builder/form/J7cb5vbR27edx03T3hBaD1V .

    How can I get the output of these submissions (or a similar link) to auto-populate into Radius; same as if it were coming from a lead Vendor like Benepath?

    Thank you.

    Jim Martelo
    Health & Life Insurance Advisor
    NPN #: 17832090
    Healthcare Solutions Team
    Office: 813-381-6500
    Cell: 813-394-7925
    www.jmartelo.myhst.com

  3. Support Staff 3 Posted by Connors on 11 Feb, 2019 10:25 PM

    Connors's Avatar

    We will need to build an Email Import Integration.

  4. 4 Posted by jmartelo on 11 Feb, 2019 10:33 PM

    jmartelo's Avatar

    Great. What do I need to provide you to do this?

    I know what I want to capture.

    Thanks.

    Jim Martelo
    Health & Life Insurance Advisor
    NPN #: 17832090
    Healthcare Solutions Team
    Office: 813-381-6500
    Cell: 813-394-7925
    Toll Free: 800-644-5964
    www.jmartelo.myhst.com

  5. Support Staff 5 Posted by Strouse on 12 Feb, 2019 02:30 AM

    Strouse's Avatar

    Jim,
    I've set up an email box, emailmeform@...

    You'll need to update the form to email to your custom address address like you do for benepath. I recommend copying yourself as well if you can add that to the form.

    Once that's set up, let us know so we can submit the form and begin development of the mapping to import it.

  6. Support Staff 6 Posted by Strouse on 26 Feb, 2019 06:39 PM

    Strouse's Avatar

    Jim,
    As I haven't seen any emails yet to the email box we set up, I'm closing this ticket. Should you want to pursue this again in the future, the email box will remain open, just let us know.

  7. Strouse closed this discussion on 26 Feb, 2019 06:39 PM.

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