When shoppers visit the web store directly and register as a customer, a Lead record is created in NetSuite with the Web Lead field set to Yes, indicating that the Lead record was created from the web store. However, the Lead Source field is blank as the shopper visited the web store directly.
Here are the steps if a customer wants the Lead Source field on the Customer/Lead record to be automatically populated when a shopper visits the web store directly and registers as a new customer:
I. Enable Marketing Automation in your NetSuite account.
1. Navigate to Setup > Company > Enable Features > CRM tab.
2. Set Marketing Automation = Checked.
3. Click Save.
II. Create a Lead Source for shoppers who register on the web store, and apply it on the web store registration.
1. Navigate to Lists > Marketing > Marketing Campaigns > New to create your preferred Lead Source for web-generated customers. Take note of its internal ID.
2. On the web store, right-click on the Register link, and copy the URL for the registration page.
3. Navigate to Setup > Site Builder > Customize Text. Customize the Customize Text Group used for the store.
The Customize Text Group used in your Web Store can be found in Setup>SiteBuilder>Set Up WebSite>Appearance Tab
Note: This is only available when Advanced Site Customization feature is enabled in Setup > Company > Enable Features > Web Presence tab. This is part of the NetCommerce Site Builder module.
4. Under the Headings tab, look for the Default Text for Register: <a class='smalltext' href='{1}'>Register</a>.
5. Replace the {1} with the URL of the registration page and add the Lead Source parameter: &leadsource=ID where ID is the Internal ID of the Lead Source you created.
ex: https://checkout.netsuite.com/s.nl?c=YOURACCOUNTNUMBER&n=1&login=T&reset=T&newcust=T&noopt=T&leadsource=99
4. Click Save.
5. Go to the web store and register as a new customer.
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