The Enquiry Plugin allows you to link your website's enquiry form with your Opportunities module in your accessplanit system, and automatically create new Opportunities when someone completes the form!
This provides people with an alternative option to booking, helps to keep track of enquiries, and keeps prospects and customers within the same system - and you can also have different enquiry forms per training provider (if you have multiple), so you can organise these easier.
When people make an enquiry via the Enquiry Form, they will be created as a new user (unless they already exist within the system), and an Opportunity will be created within your system ready to be managed.
Please note that you will require the Opportunities module to use this functionality. Please speak to your Customer Success Manager if you are unsure if you have this module.
Here is an example website which uses this API, the structure and design of the form (i.e. the layout, the fields included and the styling) are defined by yourselves, so you are not restricted to a basic design!
https://www.accessplanit.com/health-and-safety-courses
When you are building the enquiry form on the website, you can link the options in your form to a selection of fields in your accessplanit system.
The following fields are available to be updated via the Enquiry Form plugin:
User Based fields
Company/Account Based Fields
Enquiry Based Fields
Please note that you must supply a valid OwnerID back alongside this information when submitting an enquiry.
The OwnerID is the ID of the training provider that will own this Opportunity, please speak to a system administrator for a list of the Owner IDs.
When someone completes the enquiry form that you have built, the following events will happen in the linked accessplanit system:
We could then build a Workflow to automatically notify a member of the admin team once an Opportunity has been generated.
Before you begin to build your enquiry form and link it to your accessplanit system using the below script, please get in touch with your Customer Success Manager to whitelist your website URL, otherwise you will not be able to successfully complete the below process.
<script src="https://yoursystemnamehere/accessplan/NetLibrary/ClientScripts/webintegration.js"></script> |
var courseOptions = { ListID: 'courses', CourseIDs: [], CompanyID: "", CategoryIDs: [] } var opportunityOptions = { OwnerID: "", Title: "Online Enquiry", Forename: "", Surname: "", Email: "", Phone: "", Mobile: "", Address: "", Town: "", County: "", Country: "", Postcode: "", CompanyName: "", CompanyEmail: "", CompanyPhone: "", CompanyAddress: "", CompanyTown: "", CompanyCounty: "", CompanyCountry: "", CompanyPostcode: "", CompanyGroupID: "", CompanyGroupName: "", IndustryName: "", CourseTemplateID: "" AdditionalInformation: "" MarketingOptIn: "" } |
Note: courseOptions is used to get courses and populate the List whose ID is passed in the ListID property.
opportunityOptions are the options which can be passed to the ‘EnquiryManager.createOpportunity’ function as below. These options can be populated by the values in your form elements.
3. Call EnquiryManager
To populate a list with all courses call the EnquiryManager function as below:
EnquiryManager.getCourses(courseOptions);
Now after the User has selected values on your form, the opportunityOptions options object needs to be passed in to the course manager object as below: EnquiryManager.createOpportunity (opportunityOptions, success, error);
As this is an asynchronous process, success and error call backs can be used to monitor results. The example below shows how these callbacks can be used:
Please note that the CompanyID and OwnerID fields are the account ID of the training provider, please speak to your Customer Success Manager for a list of training provider IDs
<script src="https://yoursystemnamehere.accessplanit.com/accessplan/netlibrary/clientscripts/webintegration.js"/> |
var courseOptions = { ListID: 'courses', CourseIDs: [], CompanyID: "TRAINIBVKH", CategoryIDs: [] } var opportunityOptions = { OwnerID: "TRAINIBVKH", Title: "Online Enquiry", Forename: "", Surname: "", Email: "", Phone: "", Mobile: "", Address: "", Town: "", County: "", Country: "", Postcode: "", CompanyName: "", CompanyEmail: "", CompanyPhone: "", CompanyAddress: "", CompanyTown: "", CompanyCounty: "", CompanyCountry: "", CompanyPostcode: "", CompanyGroupID: "", CompanyGroupName: "", IndustryName: "", CourseTemplateID: "", AdditionalInformation: "" } $(function () { $('#courses').on('change', function () { opportunityOptions.CourseTemplateID = this.options[this.selectedIndex].value; }); $("#createEnquiry").on('click', createEnquiry); $('#title').on('input', function () { opportunityOptions.Title = this.value; }); $('#forename').on('input', function () { opportunityOptions.Forename = this.value; }); $('#surname').on('input', function () { opportunityOptions.Surname = this.value; }); $('#cname').on('input', function () { opportunityOptions.CompanyName = this.value; }); $('#email').on('input', function () { opportunityOptions.Email = this.value; }); $('#mobile').on('input', function () { opportunityOptions.Mobile = this.value; }); $('#phone').on('input', function () { opportunityOptions.Phone = this.value; }); $('#note').on('input', function () { opportunityOptions.AdditionalInformation = this.value; }); setTimeout(function () { EnquiryManager.getCourses(courseOptions) }, 1000); }); function createEnquiry() { if (isEmptyOrSpaces(opportunityOptions.Forename) || isEmptyOrSpaces(opportunityOptions.Surname) || isEmptyOrSpaces(opportunityOptions.Email)) { alert("Please enter all required values"); return; } EnquiryManager.createOpportunity(opportunityOptions, function (data) { alert("Enquiry successfully sent."); }, function (data) { alert(data.statusText); }); } function isEmptyOrSpaces(str) { return str === null || str.match(/^ *$/) !== null; } </script> //Include the form fields here. If List ID is populated in courseOptions then the ID of the drop down will need to match that |
The Marketing Opt-In field is a newer addition, and allows you to add in a Marketing Opt-In checkbox which, if ticked, will subscribe the user to marketing emails.
This text is fully customisable and the default state of the checkbox is up to you; however, for GDPR reasons, we recommend that this box is unchecked as default.
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