ReadMe File for the BizDB Lead Generator Facility #################################################################### # # # BizDB Lead Generator - An Add On Facility of BizDB Database S/W # # # #################################################################### # # E-mail: cnctek@cnctek.com # # MINIMUM SERVER REQUIREMENTS: # # Runs on any Unix, Linux or Windows NT Operating System; # Provides full FTP access (or access via a Control Panel); # Supports Perl and cgi-bin; Allows creation of files and # directories by cgi programs; Needs BizDB Advance already installed. # # # COPYRIGHT NOTICE # All BizDB products are products of CNC Technology. All rights reserved. # Only the user with our permission can use and modify this software. # Also permission is granted to execute this software on one domain name # only. Without CNC Technology's permission, no part of this script can be # reproduced ( other than the backup copy ), resold or redistributed to # any other indivituals, companies and organizations. # # DISCLAIMER: # # All software and templates are provided on a "As Is" basis. CNC # Technology will not be liable ( nor responsible ) whatsoever for # any direct or indirect damages caused by the use of this Software # ( or Scripts ). # ################################################################## Please read the following paragraphs carefully. This is essential if you want to have a smooth and successful installation. IMPORTANT NOTE: This Web based "BizDB Lead Generator" software is an add on facility of our BizDB Database Software. Before installing and using this software, you must have either "BizDB Starter" or "BizDB Standard" or "BizDB Advance" database system installed on your server. Through your BizDB installation, you have demonstrated that you are able to add, update, delete, search and display BizDB database records. You should have no problem to define BizDB database fields and the associated Html templates. (You can test and order our BizDB software directly from our Web site located at http://www.cnctek.com/bizdb-html/ . Thank you.) ################################################################## TABLE OF CONTENTS: A. Contents in our ZIP file B. System Configuration Parameters C. How the "BizDB Lead Generator" System Works D. How to build the "Company Contact (Lead) Request" Report Template E. How to build the "Review Basket" Html Template F. How to build the "Company Contact (Lead) E-mail Message" Template G. Installation Notes ################################################################## A. Contents in our ZIP file After decompressing the ZIP file by WinZIP/Win 95/98/2000, you should find the following files: (1) contacts-search.cgi - CGI script used for Searching and (program) displaying multiple database records at one time. This is an enhanced version of the BizDB Advance bizdb-search.cgi script with capacity to support the new online contacts facility. NOTE: "contacts-search.cgi" can be used to replace the "bizdb-search.cgi" script. You can either use "contacts-search.cgi" or "bizdb-search.cgi" for general search purposes. However you must use "contacts-search.cgi" for sending e-mails to companies displayed on the search report. (2) contacts-add - The sample Add DB record Html template. (template) All database fields are defined and referenced here. (See BizDB readme.txt) (3) contacts-edit - The sample Edit/Delete/Show DB record (template) Html template. You will use this template to retrieve and edit/delete a specific DB record ( based on record key ). (See BizDB readme.txt) (4) contacts-delete - The sample Delete DB records (Batch) Html (template) template. You will use this template to delete multiple database records by matching their creation dates against the date range specified by the Webmaster. (See BizDB readme.txt) (5) contacts-search - The sample Search DB records Html (template) template. You will use this template to specify search criteria ( keywords ) for the contacts-search.cgi program. (See BizDB readme.txt) (6) contacts-report - The sample Display DB Records Html (template) template. You will use this template to define which and how DB fields are to be displayed in the search report. Fields belonging to the same record will be displayed in a group. This will be repeated for each record until all records are displayed. (7) contacts_review_basket (template) - The sample "Review Records in Basket" Html template. You will use this template to define which and how DB fields are to be displayed in the "Review Basket" report. Fields belonging to the same record will be displayed in a group. This will be repeated for each record until all records are displayed. (8) contacts_email_msg.tmpl (template) - This template defines the format and content of the e-mail message to be sent to the requested companies. (9) contacts-index.html - The sample home page for calling various Lead Generator database functions, such as Add, Edit, Delete and Search. You can use this home page to test your database. **NOTE** You must have BizDB installed to support the Add, Edit, Delete and Search functions. Use this add on feature only if you want to send a standard e-mail to each of the companies selected from the Search Result report. (10) contacts-readme.txt - It's this document. (11) contacts-db - Sample service provider (company) database file. The format of this file is a standard BizDB database file. You can use a different name for this file if you like. Please reflect the correct name in the "dbname" FORM statement in your various BizDB templates. (See BizDB readme.txt) If you have used our development assistance, we will include more files to meet your specific needs. This will be mentioned in a separate document or e-mails. B. System Configuration Parameters: Please make sure you have the following parameters in the new contacts-search.cgi program properly configured before uploading it to the CGI-BIN directory. NOTE: You should use bizdb-aed.cgi, bizdb_upload.cgi and contacts-search.cgi to set up your "Lead Generator" database system. Both bizdb-search.cgi and contacts-search.cgi are search engine programs, but only contacts-search.cgi is designed for the "Lead Generator" database. Parameter Name Where Description (1) $maxfields contacts-search.cgi Maximum number of DB Fields. (2) $maxdisplay contacts-search.cgi Maximum number of records to be extracted in each search. (3) $maxdispscreen contacts-search.cgi Max Records to be displayed per screen. (4) $database_dir contacts-search.cgi Full pathname of the directory in which your database is stored. If possible, location of your database file should be stored outside the Html directories. (5) $template_dir contacts-search.cgi Full pathname of directory in which all Html templates are stored. (6) $upload_dir contacts-search.cgi Full pathname of directory where the uploaded (image) file will be stored. (7) $return_url contacts-search.cgi Return URL link used by OK and error messages. (8) @valid contacts-search.cgi These are the urls (separated by comma) that are allowed to execute this database system. This prevents any of our programs to be accessed by unauthorized Websites. (9) $this_cgi_url contacts-search.cgi Url of the CGI script you are working on. Include http:// (10) $sorttype_default contacts-search.cgi Define the sequence of sorting if "sortfield" exists. Default setting is "alpha-ascend", i.e. sort alphabets in ascending sequence. ################################################ * * * Parameters (11,12) are to be used together * * * (11) $days_for_new_entries If the record was just contacts-search.cgi submitted in the last so many days, the new.gif or new.jpg will be displayed. (12) new_image contacts-search.cgi Url of new.gif or new.jpg This image is used to indicate the record is a new one. ############################################# * * * Parameters (13,14,15) are to be used together * * * (13) $rotate_db_records Set this parameter to "yes" contacts-search.cgi if you want to rotate the database records at the change of a day when the database is searched. The program will ensure that this is done once a day. Otherwise set it to "". (14) $rotation_count contacts-search.cgi This defines how many records are to be rotated to the top of the database file each time. (15) $last_rotated_date_file This is the file containing contacts-search.cgi the date of last rotation. ############################################# (16) @inhtml_array contacts-search.cgi Webmasters can allocate 1 or more database fields to point to system files containing fixed Html codes which can be used for advertising purpose. Normally these database fields are defined as hidden fields in the ADD, EDIT and/or ACTIVATE templates, therefore their contents are not updatable by general users. For details of the use of this feature, please read Section J. ############################################# This parameter is used for generating the "Company Contact" e-mails. (17) $mailprog contacts-search.cgi Location of the "sendmail" program. You will need "sendmail" to send the generated e-mails if the "send_report_option" input form field exists in your "Search Report" Html template. Check with your ISP. ############################################# (18) $delimitor contacts-search.cgi Field delimitor. The setting here must be identical to that used in the bizdb-aed.cgi script. (19) $uid_pwd_sep contacts-search.cgi Used in field-1 (f1) for separating the UserID(RecordID) from the password. The setting here must be identical to that used in the bizdb-aed.cgi script. ############################################# (20) $charset contacts-search.cgi Define the character set to be used by your database software and Html templates. This is required for some foreign languages. (See BizDB readme.txt) C. How the "BizDB Lead Generator" System Works: The "BizDB Lead Generator" system works as follows: (1) User displays the "Add Contact Record" screen ( sample template fielname = contacts-add ) to add a new company record. This is a standard BizDB database function (see BizDB readme.txt). (2) User displays the "Edit Contact Record" screen ( sample template filename = contacts-edit ) to start editing an existing record. Before Editing or Deleting a record, the user must display the content of an existing Record ID first using the "Show Record" function. This is a standard BizDB database function (see BizDB readme.txt). (3) User displays the "Search Contact Records" screen ( sample template filename = contacts-search ) to start searching the company database. The user may use either the Quick Search or Complex Search method to search the database. This is a standard BizDB database function (see BizDB readme.txt). (4) If there are records matching the user's request, a report ( defined by the sample template with filename = contacts-report ) containing the key information of each company record will be displayed on the screen. Also on the report will be a number of fields available for the user to complete when he is ready to raise a company contact (lead) e-mail request. Some of the important fields are "Email address", "Contact Person, "Subject" and the "Check to Request" checkbox next to each record displayed. (5) By checking the checkboxes on the left of the search result, the user may select as many company records as he like for inclusion into the e-mail list. If one search is not enough, the user may carry out multiple searches. All record selected by the user will be saved in a cookie basket for later use until the basket is cleared or the browser is restarted. The user may also click the "Review Basket" button to review the records he has selected so far. If necessary, he can remove some of them by clicking the "Remove Item" link displayed next to each item. (6) When the system receives the company contact (lead) request, it will generate an e-mail with identical message content to each of the companies selected. The content of the e-mail message can be pre-installed in the server using the "contacts_email_msg.tmpl" template. D. How to build the "Company Contact (Lead) Request" Report Template: Our sample template filename is "contacts-report". The structure of the template is as follows: ......... ...... ......
...... ...... ...... ......
...... ......
Check All -- Clear All
...... ......
...... ......
......
...... ......
...... (1) JavaScripts: You must copy the whole block of this Javascript to the header section (between and ) of your search report template without any modifications. (2)
Your E-mail: Contact Person: Company: Address: City: State: Country: ZIP / Postcode: Phone: Subject: Your Message:
This form defines how the "Company Contact (Lead) E-mails" are generated. You must have the name="contactsform" defined in the
statement. You must also have the parameter "key_list" defined as empty (""). You must also include the following INPUT statements in your "contactsform" form: Your E-mail: Contact Person: Company: Address: City: State: Country: ZIP / Postcode: Phone: Subject: Your Message: Our "contacts-search.cgi" program will use this formation to generate the Company Contact (Lead) E-mails. For definitions of other parameters, please refer to descriptions below. (3) This form statement must be defined once within the and statements. Everything defined in this FORM statement must not be changed. It is also important to know that the pair of ...
statements must be inserted just outside the ...
which is used to contain the .... block. Now if the checkboxes in this FORM is checked by the visitor, the "add" JavaScript function will be activated. It will extract the corresponding Record ID (record key) defined in this form and add it to the cookie basket for later use (The cookie basket will be used by the "sendContactsRequest" JavaScript function when the "Send Contact Request" button is clicked). (4)
Check All -- Clear All
The above optional statements can be inserted just before or after the record display table. If used, they will allow your user to set or clear all checkoxes on the current page at one goal. ***************************************
......
The "Review Basket", "Send Contact Request" and "Clear Basket" forms must be inserted without change after the following template statements:
...... ...... ......
If the "Send Contact Request" button is clicked, the "sendContactsRequest" JavaScript function will be activated. The value of the "key_list" parameter (defined in the "contactsform" FORM) will be constructed based on the content stored in the cookie basket. The content of the "contactsform" will then be forwarded to the "contacts-search.cgi" program for the generation of the Company Contact (Lead) E-mails. If the "Clear Basket" button is clicked, the "resetBasket" JavaScript function will be activated. The content of the cookie basket as well as all the checkboxes on the current page will be cleared. * * * * * * * * * * * * * * * * * * * * * * * * * The report defined by this template serves two purposes. * * * * * * * * * * * * * * * * * * * * * * * * * (1) Firstly it defines the exact content and layout of the search report to be displayed on the screen. Example: In the following Html codes, **key**, **f6**, **f7**, **f9**, **f10** tell the system that only the record key and the content of field # 6, 7, 9 and 10 of each of the selected records are to be displayed on the specified page position.
**f6**  
**f7**  
**f9**  
* * * * * * * * * * * * * * * * * * * * * * * * * (2) Secondly it acts as an interface for the visitor to tell the system what database records are to be retrieved and how the Company Contact (Lead) E-mails are generated and transmitted to the requested companies. Example: The following codes tell the "contacts-search.cgi" program to search the "contacts-db" database file, generate the Company Contact (Lead) E-mails based on the message stored in the "contacts_email_msg.tmpl" template.
--> This statement is to call the new version of contacts-search.cgi which can support the "BizDB Lead Generator" feature. --> Your must include this ' name="contactsform" ' clause into this statement. This form will be used by the JavaScript on the same template. --> This dbname statement defines the name of the company database to be searched. --> This are standard BizDB command statements. See BizDB readme.txt --> This template stores the content of the standard message to be e-mailed to the selected companies. --> This template statement defines the content and layout of the "Review Basket" report to be generated. --> This statement is to turn on the "BizDB Lead Generator" facility. --> This statement defines which field number in the company database stores the company e-mail address. --> This statement must exist in the "contactsform" FORM and must not be modified. The value of the "key_list" will be evaluated by the supplied "add" JavaScript. : : : --> User input field. The content is the contactable e-mail address of the visitor. : : : --> User input field. The content is the name of the visitor. : : : --> User input field (optional). The content is the company name of the visitor. : : : --> User input field (optional). The content is the street address of the visitor. : : : --> User input field (optional). The content is the city location of the visitor. : : : --> User input field (optional). The content is the state location of the visitor. : : : --> User input field (optional). The content is the country location of the visitor. : : : --> User input field (optional). The content is the ZIP code / Postcode of the visitor. : : : --> User input field (optional). The content is the phone number of the visitor. : : : --> User input field. The content is the subject title of the e-mail to be generated. : : :