The following steps are required to set up the SOLO integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
To begin, you will need to determine how you will be sending usage data. SOLO gives customers the ability to send usage data in the following formats:
- Annual Usage
- Monthly Average Cost (average across all months)
- Monthly Usage (monthly breakdown)
1.) Add Form Fields - You will need to create a form for each method you choose to use to generate a proposal. Below are the instructions on setting up each form. For more general information on building forms please see the following article here.
Annual Usage - Form Fields
| Field Name | Field Key | Field Type | Required/Optional | Description |
|
First Name |
firstName | Lead | Required | First Name of Lead |
| Last Name | lastName | Lead | Required | Last Name of Lead |
| Phone Number | phonePrimary | Lead | Required | Phone Number of Lead |
| Lead | Required | Email of Lead | ||
| Street Address | street1 | Lead | Required | First Line of Lead Address |
|
Apt/Suite |
street2 | Lead | Optional | Second Line of Lead Address |
|
City |
city | Lead | Required | City of Lead Address |
|
State |
state | Lead | Required | State of Lead Address |
|
Postal Code |
postalCode | Lead | Required | PostalCode/Zip of Lead Address |
|
Annual Usage |
annualUsage | Form (Number) | Required | Total Annual Usage of Lead |
|
Utility Company |
utilityCompany | Form (Text) | Required | Utility Company of Lead |
|
Offset |
offset | Form (Number) | Optional | 0-200 Solar Offset Percent (Number) |
|
Proposal Requested |
proposalRequested |
Form (Single Dropdown)
|
Optional* |
This is an override field to request real-time, next-day, or no proposal. This field should be required if used. If this field is omitted then proposals will use the following logic with appointment time: 1.) Appointment < 24hrs = "Real-Time" 2.) 24hrs < Appointment < 36hrs = "Next-Day" 3.) Appointment > 36hrs = "No Proposal" |
|
Appointment |
appointmentTime | Lead | Optional* | Appointment of lead. Required if no proposal requested drop-down field. |
|
Notes |
note | Lead | Optional | General Notes on lead |
Annual Usage - Form Example
2.) Name your form - Form naming conventions do not need to be followed exactly but they will help in finding the for during the configuration steps
3.) Turn on Custom Form Responses (see photo at the bottom of the page)
4.) Click on the “Publish” button and confirm.
Monthly Usage - Form Fields
| Field Name | Field Key | Field Type | Required/Optional | Description |
|
First Name |
firstName | Lead | Required | First Name of Lead |
| Last Name | lastName | Lead | Required | Last Name of Lead |
| Phone Number | phonePrimary | Lead | Required | Phone Number of Lead |
| Lead | Required | Email of Lead | ||
| Street Address | street1 | Lead | Required | First Line of Lead Address |
|
Apt/Suite |
street2 | Lead | Optional | Second Line of Lead Address |
|
City |
city | Lead | Required | City of Lead Address |
|
State |
state | Lead | Required | State of Lead Address |
|
Postal Code |
postalCode | Lead | Required | PostalCode/Zip of Lead Address |
|
Month 1 |
month1 | Form (Number) | Required | Month 1 of customer monthly usage |
|
Month 2 |
month2 | Form (Number) | Required | Month 2 of customer monthly usage |
|
Month 3 |
month3 | Form (Number) | Required | Month 3 of customer monthly usage |
|
Month 4 |
month4 | Form (Number) | Required | Month 4 of customer monthly usage |
|
Month 5 |
month5 | Form (Number) | Required | Month 5 of customer monthly usage |
|
Month 6 |
month6 | Form (Number) | Required | Month 6 of customer monthly usage |
|
Month 7 |
month7 | Form (Number) | Required | Month 7 of customer monthly usage |
|
Month 8 |
month8 | Form (Number) | Required | Month 8 of customer monthly usage |
|
Month 9 |
month9 | Form (Number) | Required | Month 9 of customer monthly usage |
|
Month 10 |
month10 | Form (Number) | Required | Month 10 of customer monthly usage |
|
Month 11 |
month11 | Form (Number) | Required | Month 11 of customer monthly usage |
|
Month 12 |
month12 | Form (Number) | Required | Month 12 of customer monthly usage |
|
Utility Company |
utilityCompany | Form (Text) | Required | Utility Company of Lead |
|
Offset |
offset | Form (Number) | Optional | 0-200 Solar Offset Percent (Number) |
|
Proposal Requested |
proposalRequested |
Form (Single Dropdown)
|
Optional* |
This is an override field to request real-time, next-day, or no proposal. This field should be required if used. If this field is omitted then proposals will use the following logic with appointment time: 1.) Appointment < 24hrs = "Real-Time" 2.) 24hrs < Appointment < 36hrs = "Next-Day" 3.) Appointment > 36hrs = "No Proposal" |
|
Appointment |
appointmentTime | Lead | Optional* | Appointment of lead. Required if no proposal requested drop-down field. |
|
Notes |
note | Lead | Optional | General Notes on Lead |
Monthly Usage - Form Example
2.) Name your form - Form naming conventions do not need to be followed exactly but they will help in finding the for during the configuration steps
3.) Turn on Custom Form Responses (see photo at the bottom of the page)
4.) Click on the “Publish” button and confirm.
Monthly Average Cost - Form Fields
| Field Name | Field Key | Field Type | Required/Optional | Description |
|
First Name |
firstName | Lead | Required | First Name of Lead |
| Last Name | lastName | Lead | Required | Last Name of Lead |
| Phone Number | phonePrimary | Lead | Required | Phone Number of Lead |
| Lead | Required | Email of Lead | ||
| Street Address | street1 | Lead | Required | First Line of Lead Address |
|
Apt/Suite |
street2 | Lead | Optional | Second Line of Lead Address |
|
City |
city | Lead | Required | City of Lead Address |
|
State |
state | Lead | Required | State of Lead Address |
|
Postal Code |
postalCode | Lead | Required | PostalCode/Zip of Lead Address |
|
Monthly Average Cost |
monthlyAverageCost | Form (Number) | Required | Monthly Average Cost of Lead |
|
Utility Company |
utilityCompany | Form (Text) | Required | Utility Company of Lead |
|
Offset |
offset | Form (Number) | Optional | 0-200 Solar Offset Percent (Number) |
|
Proposal Requested |
proposalRequested |
Form (Single Dropdown)
|
Optional* |
This is an override field to request real-time, next-day, or no proposal. This field should be required if used. If this field is omitted then proposals will use the following logic with appointment time: 1.) Appointment < 24hrs = "Real-Time" 2.) 24hrs < Appointment < 36hrs = "Next-Day" 3.) Appointment > 36hrs = "No Proposal" |
|
Appointment |
appointmentTime | Lead | Optional* | Appointment of lead. Required if no proposal requested drop-down field. |
|
Notes |
note | Lead | Optional | General Notes on Lead |
Monthly Average Cost - Form Example
Note: Field API name MUST match the example provided. Lead fields generate field keys automatically. Form fields must follow naming conventions
2.) Name your form - Form naming conventions do not need to be followed exactly but they will help in finding the for during the configuration steps
3.) Turn on Custom Form Responses (see photo at the bottom of the page)
4.) Click on the “Publish” button and confirm.
Example Images: Turn on Custom Form Responses and Publish (Must be done on each form)
If you have any issues or problems please reach out to support or your CSM for help configuring this integration.