Member PortalJourneys
UJ-M-021: Contact a Company (Generate Lead)
Member contacts a company through the directory, generating a lead
Journey Overview
| Attribute | Value |
|---|---|
| Journey ID | UJ-M-021 |
| Actor | Member |
| Goal | Contact a company to inquire about services |
| Trigger | Member finds company of interest in directory |
| Outcome | Lead generated and delivered to company/sponsor |
Preconditions
- Member is logged in
- Company profile exists and allows contact
- Company has lead capture enabled
Journey Flow
flowchart TD
A[View company profile] --> B[Click Contact Company]
B --> C[Contact form displayed]
C --> D[Fill out inquiry form]
D --> E[Submit form]
E --> F[Lead created]
F --> G[Confirmation to member]
F --> H[Lead delivered to company]
H --> I[Company follows up]Detailed Steps
- View Company Profile
Member views company in directory and decides to make contact.
Contact Options:
- "Contact Company" button (primary)
- Direct email link (if displayed)
- Phone number (if displayed)
- Website link
- Open Contact Form
Clicking "Contact Company" opens inquiry form:
┌─────────────────────────────────────────────────────────────┐ │ Contact Acme Consulting │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Your Details (pre-filled from profile) │ │ ────────────────────────────────────── │ │ Name: John Smith │ │ Email: john@email.com │ │ Phone: 0412 345 678 │ │ Company: ABC Corp │ │ │ │ Your Inquiry │ │ ───────────── │ │ Subject: [Select a topic ▼] │ │ • General Inquiry │ │ • Request Quote │ │ • Schedule Consultation │ │ • Partnership Opportunity │ │ │ │ Message: │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ ☐ I consent to sharing my contact details with this │ │ company for follow-up purposes. │ │ │ │ [Cancel] [Send Inquiry] │ │ │ └─────────────────────────────────────────────────────────────┘ - Complete Form
Form fields:
Field Pre-filled Required Name Yes (from profile) Yes Email Yes Yes Phone Yes (if available) Configurable Company Yes (if available) Configurable Subject No Yes Message No Yes Consent No Yes Additional Fields (optional, company-configurable):
- Budget range
- Timeline
- Project type
- How did you hear about us
- Submit Inquiry
Member clicks "Send Inquiry":
- Form validated
- Lead record created
- Confirmation displayed to member
- Lead delivered to company
- Member Confirmation
Success message shown:
┌─────────────────────────────────────────────────────────────┐ │ ✅ Inquiry Sent │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Your inquiry has been sent to Acme Consulting. │ │ │ │ What happens next: │ │ • The company has been notified of your inquiry │ │ • They will typically respond within 1-2 business days │ │ • Check your email for their response │ │ │ │ Reference: INQ-2025-12345 │ │ │ │ [Back to Directory] [View My Inquiries] │ │ │ └─────────────────────────────────────────────────────────────┘Email Confirmation:
- Copy of inquiry sent to member
- Reference number included
- Company contact info (if public)
- Lead Delivered to Company
Company receives lead via:
Email Notification:
- Member name and contact info
- Inquiry subject and message
- Member profile summary
- Quick response button
Sponsor Portal:
- Lead appears in Leads dashboard
- Full member details
- Ability to respond, track, archive
CRM Integration:
- Lead pushed to Salesforce/HubSpot
- Tagged with source "Directory"
Lead Data Captured
| Data Point | Description |
|---|---|
| Member Info | Name, email, phone, company |
| Member Profile | Job title, location, interests |
| Inquiry Details | Subject, message |
| Source | Directory listing |
| Timestamp | When submitted |
| Company | Receiving company |
Member's Inquiry History
Members can view their sent inquiries:
┌─────────────────────────────────────────────────────────────┐
│ My Inquiries │
├─────────────────────────────────────────────────────────────┤
│ │
│ March 15, 2025 │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Acme Consulting │ │
│ │ Subject: Request Quote │ │
│ │ Status: Sent • Ref: INQ-2025-12345 │ │
│ │ [View Details] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ March 10, 2025 │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Tech Solutions Inc │ │
│ │ Subject: Partnership Opportunity │ │
│ │ Status: Sent • Ref: INQ-2025-12300 │ │
│ │ [View Details] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────┘Privacy Considerations
- Consent required before sharing data
- Member can opt out of data sharing
- Data retention policies apply
- Member can request inquiry deletion
Related Entities
Related Journeys
Acceptance Criteria
Frontend
- Contact button on company profiles
- Contact form modal/page
- Pre-filled member details
- Subject dropdown
- Message textarea
- Consent checkbox
- Success confirmation
- My Inquiries list
- Form validation
Backend
-
POST /api/directory/companies/{id}/contact- Submit inquiry -
GET /api/member/inquiries- List member's inquiries - Lead record creation
- Email notifications (both parties)
- CRM integration (if enabled)
Permissions
- Only authenticated members can contact
- Rate limiting on contact submissions
Business Rules
- Consent required to proceed
- Lead attributed to company
- Duplicate inquiry prevention (same company, short time)
- Lead notification to sponsor
Error Handling
- Form validation errors
- Submission failure handling
- Rate limit message