Serving Website Visitors

JustRelate WebCRM is able to act as an authentication service for website visitors already present as persons in the WebCRM database. For visitors not yet known to the WebCRM, so-called activities are available in the WebCRM.

Activities are multi-purpose entities for capturing messages and their follow-ups. They can be associated with a person or an organization (a WebCRM account), and may also hold appointment dates and participants. An activity is ideal for recording a website visitor’s data they entered into a registration or any other kind of form. In practice, the web application first looks up the visitor’s email address in the persons database. if it finds the record, it creates an activity and attaches it to the person. If not, it also creates the person record and then attaches the new activity to it. As an option, you can have an email sent to the visitor for them to confirm the registration. Also, a notification email may be sent, e.g. to a staff member.

By the way, WebCRM activities are also good for managing customer support cases. JustRelate uses them for this purpose, among others.

Once an individual, hopefully a prospective member of one of your target groups, has been added to your WebCRM database, be it by registering with you on your website or by any other process, you might want to let them become acquainted with the benefits your company has to offer. Send them a hearty welcome email message, inviting them to subscribe to your email newsletters, for example.

It is a central concept of the WebCRM that filtered subsets of your customer data, lists, can be generated and employed to cover a variety of use cases, one of them being mailing campaigns. Note that mailings also suggest themselves for website-integration. At least the subscription part could be handled on a self-service page dedicated to registered users.

The event management functions the WebCRM is equipped with have been designed with website-integration in mind, too. They do not intend to cover event planning, seat reservation, and similar organizational aspects. They should, however, help your company to automate event registration through your website.

With JustRelate WebCRM, inviting persons to take part in an event usually begins with creating a registration form for the website. For this, the application should fetch the event data from the WebCRM and render it as a form. For logged-in visitors, your application might fill out the form using the WebCRM person’s data. For visitors not logged in, your application could either create a corresponding activity in the WebCRM, or even try to determine from the form data whether the visitor is known to the WebCRM or not, and take appropriate action.

After this process has been set up, an invitation mailing is sent out to the targeted event participants, using a filtered list created from the WebCRM persons database. You can add personalized links to the emails to direct the recipients to the web page responsible for displaying their registration status, or, if they have not registered yet, the pre-filled-out registration form.