Web Import

Set up Internet Web sites to collect contact information from interested visitors. Use the data in GoldMine by creating a Web form (see Creating Web Forms) that includes instructions for handling the data.

After information is submitted, a Web server script (see Creating Server Scripts) can format the data into an Internet e-mail message which can then be sent to a designated recipient. When retrieving the e-mail message (see Importing Contacts with Web Import), GoldMine recognizes the import instructions and creates a Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. with data captured from the Web page. Or, if a Web Import contact duplicates an existing contact, update selected fields (see Updating GoldMine Fields with Web Import Data).

Combining the Web Import feature with GoldMine’s Automated Processes (see Formatting Web Import Files) can automate capturing and responding to leads. Initiate Automated Processes automatically and send e-mail messages to GoldMine users alerting them of the incoming contact data.

An advanced knowledge of gateway scripts is not needed to implement the GoldMine Web Import feature. Begin by contacting your Web administrator and providing him or her with the sample HTML HyperText Markup Language. The authoring language used to define the structure and layout of a Web document by using a variety of tags and attributes. and Perl script. Writing and modifying scripts requires some programming expertise not covered in this material. Many sources for getting started with Common Gateway Interface (CGI) scripts are available on the Internet and in bookstores.

NOTE: Ivanti technical support cannot provide support for creating or maintaining HTML code or CGI scripts.