Wednesday, February 20, 2019

Automatically assign a Lead Source to Shoppers who sign up via the Register Form from the Login Page

This solution is derived from Answer ID 23016 "Automatically assign a Lead Source to Shoppers who register on the Web Store" wherein the Lead Source is automatically assigned to the Shopper who registered using the Register Form from the Register link. However, there are times when New Customers sign up via the Register form from the Continue button in the Login Page.

Pre-requisite:
I.Show Internal IDs

1. Click on Home>Set Preferences
2. In the General Tab, enable the Show Internal IDs option
3. Save the changes

II. Turn off Marketing Automation to get the Internal ID of the Lead Source
1. Navigate to Setup > Company > Enable Features > CRM tab
2. Marketing Automation should not be marked
3. Click Save.

III. Get the Internal ID of the Lead Source.
1. Navigate to Setup > Sales > CRM Lists
2. Select Lead Source in the Type drop down menu.
3. Copy the Internal ID corresponding to the Lead Source you want to assign to New Customers.
For this example we will use 8370

IV.Re-enable Marketing Automation in your NetSuite account.
1. Navigate to Setup > Company > Enable Features > CRM tab.
2. Mark the Marketing Automation checkbox
3. Click Save.

Steps:

1. Create a Custom Tag
a.Navigate to Setup>Site Builder>Tags>New
b.Assign a name in the Tag field and leave the Default Value field blank
For this example we will use REGISTER
c.Click on Save

2. Place the Custom Tag in the Checkout Tab
a.Navigate to List>Web Site>Tabs
b.Click Edit next to Checkout
c.Under the Tag column, select REGISTER
d.Under the Substitution Value column paste this code



e.Save the changes

3.Place the Custom Tag in the Footer of the Web Site Theme
a.Navigate to Setup>Site Builder>Themes
b.Edit the Web Site Theme that is currently in use
c.In the Body Tab>Footer Template place the Custom Tag



d.Save the changes.

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