It is possible to test a lead source posted through a data source to verify the data source URL is functioning properly. You can test this feature without involving the webform or marketing company/lead vendor. This can be used to troubleshoot if you are having problem with the post in the CRM or if the issue is on the lead poster’s end.
In the example above you will take the entire post URL and will supplement by adding the fields shown on the Import Fields section of your data source (displayed below).
Note the POST URL at the top of the page; after the final ‘/’ you will add the fields (as listed on the left hand side) in the following format:
“?[FieldName1]=Value&[FieldName2]=Value&[FieldName3]=Value&….”.
For our example above we have created what the POST URL will look like when importing a lead with the following information inputted for each field.
FirstName = Test
LastName = Testing
Phone = 555-555-5555
State = IL
Below is how the URL will look for testing.
https://client.debtpaypro.com/post/513f454dcb746e5f2174afbe61cf759fc151696e/?FirstName=Test&LastName=Testing&Phone=555-555-5555&State=IL
Next you need to put this entire URL into your browser address bar and proceed as if you were visiting a webpage (Pictured Below).
Once you hit enter/load the page you should receive a small response in the browser window simply giving “Success:” and the new contacts ID number. You can then locate the contact using the ID number in the search window on the Contacts Tab (this is the customer ID).
In the example above you will take the entire post URL and will supplement by adding the fields shown on the Import Fields section of your data source (displayed below).
Note the POST URL at the top of the page; after the final ‘/’ you will add the fields (as listed on the left hand side) in the following format:
“?[FieldName1]=Value&[FieldName2]=Value&[FieldName3]=Value&….”.
For our example above we have created what the POST URL will look like when importing a lead with the following information inputted for each field.
FirstName = Test
LastName = Testing
Phone = 555-555-5555
State = IL
Below is how the URL will look for testing.
https://client.debtpaypro.com/post/513f454dcb746e5f2174afbe61cf759fc151696e/?FirstName=Test&LastName=Testing&Phone=555-555-5555&State=IL
Next you need to put this entire URL into your browser address bar and proceed as if you were visiting a webpage (Pictured Below).
Once you hit enter/load the page you should receive a small response in the browser window simply giving “Success:” and the new contacts ID number. You can then locate the contact using the ID number in the search window on the Contacts Tab (this is the customer ID).