Rocket Docs

Website Form

Website Form

Current Architecture

Website Forms

The existing website forms are PHP-based and currently send form queries directly to info@thegreenwaysolar.co.uk. These forms incorporate a honey pot for bot protection, but this aspect requires attention.

It has come to my attention that there is a substantial influx of bad leads and bots using these forms. They can easily circumvent the current security measures, leading to as many as 12 bad leads per day. This negatively impacts the sales funnel.

Proposed Architecture

Form Structure Enhancement

To address this issue, I propose replacing the existing forms with a lead form built by the CRM system, such as the "Web to lead" feature provided by Microsoft Forms.

Other CRM's and even Monday.com have a similar feature.

Microsoft Forms Setup:

Using a standard Microsoft account you can create forms for free.

  • Fill out fields
  • Save

PowerAutomate:

  • Make a new flow
  • Select form ID
  • Select create new record
  • Entity Name Leads

This will automatically add any form queries straight into the CRM negating the manual entry of leads into the CRM and other systems. This means leads can be auto assigned and vetted without hitting the email inbox. Fixes:

  • Ensure that required fields are actually required for submission.

Bot Protection Using Cloudflare

To bolster bot protection, I recommend implementing Cloudflare's built-in JavaScript challenge, which offers an easy and cost-effective solution.

Implementation Timeline

  • Build and test the new form (1 Day)
  • Vet the PowerAutomate Flows (1 Day)
  • Integrate and test Cloudflare Bot Protection (1/2 Day)

Budget Estimate

I anticipate that this project can be comfortably achieved within a budget of £500. Please note that this estimate does not include any fees associated with Martin at Bad Monkey Media.

Data Privacy Considerations

It's worth mentioning that depending on the form used, there may be cookie and GDPR considerations. If necessary, Martin will need to incorporate these into a cookie policy, or I can collaborate to minimize or eliminate any cookie usage.

Conclusion

In conclusion, the current architecture of the website forms presents significant challenges with bot interference and the quality of leads received. The proposal to replace the existing forms with a CRM-integrated lead form and implement Cloudflare's bot protection offers a promising solution. These measures aim to enhance the efficiency and security of the form handling process while minimizing the impact of bad leads. The timeline and budget estimates suggest that these improvements can be implemented efficiently and within the allocated resources. Additionally, it's crucial to remain attentive to data privacy considerations, particularly with respect to cookies and GDPR compliance. Overall, the proposed changes hold the potential to streamline the lead generation process and contribute to the overall success of the website.

References

Edit this page on GitHub

Next

Introduction

On this page