Sign up Boxes for Website
The Zoho Sign Up Box is a feature enabled through the Partner Store, providing Sign-Up URLs that you can embed in your website, one for each Zoho service you offer. Users can sign up for Zoho services directly from your website rather than from Zoho.com.When a user signs up using these URLs, they are automatically mapped to your partner account, ensuring that future transactions from this customer are associated with your partner commissions.
Additionally, when users sign up using these URLs, you can configure the Partner store to push these sign-ups directly to the Lead module of your CRM account. To enable this, you'll need to configure your CRM's auth token.
By default, when a customer signs up for a Zoho service using the sign-up URL, they are redirected to the home page of the service they've signed up for. However, if you prefer the customer to be redirected to your website instead of the default service page, you can configure a return URL for that service.
Step 1: Log in to the Partner Store.
Step 2: From the left panel, under the Customers tab, choose Sign Up Code.
Step 3: Sign up URLs for all the Zoho services will be listed. Choose the Language you are comfortable with.
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To configure a return URL:
To customize your Sign up boxes:
Step 1: Click on Add/Edit Custom CSS button on the right side.
Step 2: Select the service and provide your CSS URL in the CustomCSS URL field.
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Step 3: Click Submit. Your URL will be listed.
To integrate with your CRM Lead Module
Step 1: Click on CRM Lead Push at the right corner.
Step 2: Enter the email ID and click on Submit.
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Step 3: You will receive a request link to create authtoken.
Configuring Lead module in Zoho CRM:
The following are the fields that we populate in your CRM Leads module. Please make sure that you have all these fields configured in your Leads module to receive all the information when your customer signs up using the sign up box from your website.
Last Name
Company Name
Description
Email
Phone
Mail Country
Zoho Service