Integrating Your Web Site with Liferro

There are several reasons why you may want to integrate your web site with Liferro, however first you must create a style for your input form:

1. Provide site visitors a way to view your products or services. Take a look at www.bangaloredesigns.com. They added all their products but currently use a modified version of the shopping cart module.


2. Gather information from visitors for a newsletter, contest or registration. These forms will post to your Liferro database.


3. Use the fulfillment feature like the Concierge industry by providing a request form on your site for services, such as Limousine or Flower delivery requests. The fulfillment stages of the request alerts can be monitored through the color coded alert status feature.


The alert is actually an activity with a 'Request' section on the form and a 'Fulfillment' section. The two sections allow a senior manager to compare what was requested such as a 'Pink Limousine' to what was actually fulfilled, a 'Black Limousine'. The original requests cannot be changed by the user. This avoids confusion where the user changes a request and blames concierge for not getting the request right.


4. Conduct surveys. Surveys can be a useful planning tool. Using the survey tool, you can build a survey, view it and deploy it. Once deployed, view your survey in the survey statistics area.


5. Customer Login. You may want to provide customers with a login to look at activity on their account or certain reports. This is a little more involved as each user is different. This requires setup by the Liferro team to create certain reports you may want to be accessible with permission.

If you're going back and forth with a customer on a project with designs and layouts, you can allow the customer to see the actual project time line and upload content such as drafts and other documents to various activities for customers to approve. The documents are uploaded directly to the activity and the customer can see the activity and all relevant documents, such as logo designs.