Customer Opportunity Web Form & Web Lead Form (Supported or Not Supported)

Answered

Himanshu

February 28, 2025 03:47

• Account name - City of Whitehorse
• Region - APAC
• Client version (Enterprise) - 24.42024120601
• Description of the issue
  • What does the client want to do? Why do they want to do this?
    • Customer has been using “Customer Opportunity Web Form (COWF)” on their website to capture event enquiries online. This process allows users to provide their details and allow the events team to vet the request before converting into the event. These enquires land under “Opportunities - Event Sales”. The issue with this process is CRM data is duplicated since it does not do any duplicate check. This has been a massive challenge to ensure data is hygiene but the process is cumbersome currently and users struggle to keep up with merging process since there is no stop.
    • COWF form can be accessed from this page - https://www.theround.com.au/theatre-and-creative-space-hire > Click Enquire Now button > https://whitehorse.ungerboeck.com/prod/app/embedded-oar.html?CC=1#&ui4nvh!eyJuYXYiOiJ2aWV3QWRkQWNjb3VudCJ9!ui4nvh 
• What you've already tried or suggested. Why does this not work?
  • I have suggested to move away from using COWF and possibly get Online Enquiry Form (Jotform Integration). They cannot afford this currently with constraints of the business.
  • I have looked into Web Lead Forms which is baked in the product already. This looks like its still an available feature in the product but have been advised that we do not “sell” or “provide” this anymore. Could i please confirm if this should not be used anymore or if we have discontinued it officially?
• Business impact if not resolved - Ongoing manual process to maintain accurate CRM data and Frustrations with existing product where duplicate check is not handled through COWF
• Attach relevant files (such as screenshots)

  • 

    

• Links to articles where you've looked for solutions and also other steps you've taken to research the issue.
  • https://supportcenter.ungerboeck.com/hc/en-us/sections/360012723393-Web-Lead-Forms 
  • Spoken with Account Manager as well to check in where WLF was not an option but Online Enquiry form (Jotform) was.

In addition to that, would there be an equivalent replacement for COWF usage coming in or what would be our product strategy for this (Intake forms!!) Thanks

• 

  Eric Lowe

  February 28, 2025 15:10

  We recommend using the Web Lead Form.  We are working on a plan to retire COWF, so it would be great to migrate them over to Web Lead Forms, as they will be forced to sometime soon, likely by the end of 2025.  

  Let me know if you get them converted so that I can note this down in the retirement plan.  

  Thanks!
• 

  Himanshu

  February 28, 2025 20:25

  Thanks Eric, thats great and helpful info. I’ll speak to the customer and let you know.
  
  Based on your advice, i interpret that WLF is fully supported by product and an offering we still can use, correct?
• 

  Eric Lowe

  February 28, 2025 21:06

  Correct
• 

  Seth Halvaksz

  March 01, 2025 03:24

  Thanks @... 

  Himanshu please let us know (by commenting in this post) if you are successful moving the customer from COWF to the Web Lead form.  We are looking at options to sunset COWF, and wondering if this is a short-term replacement option.
• 

  Himanshu

  March 02, 2025 23:21

  Thank you team, will post an update here.
• 

  Seth Halvaksz

  March 05, 2025 19:51

  Himanshu is there any services work/scope involved to move the customer to web lead form?

  I am curious how long we'd expect the implementation take
• 

  Himanshu

  March 06, 2025 06:57

  Seth Halvaksz - Customers who are well aware on the product configuration should be capable to handle this change themselves as the support articles are very straightforward. However for a customer who would like to get this done a scope could vary and i'm estimating 10hrs maximum as i see it loosely.
• 

  Seth Halvaksz

  March 06, 2025 13:52

  Thanks Himanshu for the information

  Do you know when your customer (who is it?) will decide if they will move forward
• 

  Himanshu

  March 06, 2025 22:30

  Seth Halvaksz - Its City of Whitehorse, i'm trying to get this licensed first and see if this is FOC or does it have at any cost?

  Its likely if this is of cost, they will not look to vest in it.
• 

  Seth Halvaksz

  March 06, 2025 22:36

  Ok thanks - I assume they pay something for the COWF today, so as long as they don't pay more than they do today, they would consider it. We'll get more info on costs.
• 

  Seth Halvaksz

  July 07, 2025 13:45 Edited

  I am noting some differences between COWF and Web Lead Form for reference.

  COWF

  • COWF not only creates Contact or Contact and Account, but also adds opportunity data under those accounts/contacts.
  • Create Accounts and Contacts, Opportunities,  User can add Affiliations, Product and Services, Preferences, COWF Activities, Documents.
  • COWF Features -  Captcha, Logo, File Upload, Languages.

  WLF

  • WLF just adds a Lead and Event Opportunity and doesn't create an account/contact.
  • Create Account Leads, Preferences, Event Opportunity, Documents, Notes.
  • WLF Features - File Upload, Custom Text, Languages.
  • WLF uses Web Theme for styling similar to all other Angular apps

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