Tracking Native Forms

Lead Gen & CRM enables you to map native forms on your website.

The form mapping tool can be used to pull in data from existing forms on your site and send that information into Lead Gen & CRM.

This article details how to track multiple native forms on a single page of your site.

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Article Contents

• Obtaining Embed Codes for New Native Forms
• Obtaining Embed Codes for Existing Native Forms
• Editing the Embed Code
• Mapping Forms Using a Single Embed Code
• Mapping Forms Using Multiple Embed Codes
• Inserting Edited Code for Mapping

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Forms

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Obtaining Embed Codes for New Native Forms

To obtain the native form embed code when creating a new form, do the following: 

1. 1. Click Forms in the left toolbar.
   2. Click Create Form.
      
      
      
      
   3. Enter a name for the form.
   4. Click the Native Form radio button.
   5. Click the appropriate radio button to determine how contacts who fill out the form should be assigned.
   6. Optionally, click the Allow a lead or contact record to be created even if an email address is not submitted checkbox.
      
      
      Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created, since email address is the unique identifier in Lead Gen & CRM.
   7. Click Continue.
      
      
   8. Copy the generated Javascript code in the window that appears.
      
      

Obtaining Embed Codes for Existing Native Forms

To obtain an embed code from a created native form, do the following:

1. Click Forms in the left toolbar.
2. Locate the desired native form and click    Actions > Embed Code
   
   

   Click to enlarge.

    
3. Copy the embed code in the window that appears.
   
   

Editing the Embed Code

To edit embed code for form tracking, do the following:

1. Locate the native form.
2. Obtain the form's embed code.
3. Ensure the form has a unique ID.
4. Add the unique form ID to the following line in the embed code:
   __ss_noform.push(['endpoint', '[your unique form ID here]',
5. Replace 'endpoint' with 'form' in the following line in the embed code: 
   __ss_noform.push(['endpoint', '[your unique form ID here]', 

Example edited code with 'native1' as the form ID.
Click to enlarge. 

In the code, your form ID can be whatever you choose. It only needs to be appropriately matched within the script. Having this ID is necessary to map and track multiple native forms on a single page.

Mapping Forms Using a Single Embed Code

You can map multiple forms using a single embed code. To map multiple forms, do the following:

1. Locate the desired native forms.
2. Obtain the form's embed code.
3. Ensure that all forms involved have unique IDs.
4. Add a unique form ID to the following line in the embed code:
   __ss_noform.push(['endpoint', '[your unique form ID here]',
5. Replace 'endpoint' with 'form' in the following line in the embed code: 
   __ss_noform.push(['endpoint', '[your unique form ID here]', 
6. Copy the edited line of code.
7. Paste the copied code directly underneath the edited line of code in a plain text editor.
8. Replace the form ID of the pasted code with the unique form ID of another form.
9. Repeat as necessary to add as many forms as needed.

Example single embed code with 'native1' and 'native2' as the form IDs.
Click to enlarge. 

Mapping Forms Using Multiple Embed Codes

You can map multiple native forms by using multiple embed codes.

1. Locate a native form.
2. Obtain the form's embed code.
3. Edit the form's embed code. 
4. Copy the edited line of code.
5. Paste the copied code in a plain text editor.
6. Locate another native form.
7. Obtain the form's embed code.
8. Edit the form's embed code.
9. Paste the entire edited embed code after the prior embed code.
10. Repeat as necessary.

Example multiple embed codes with 'native1' and 'native2' as the form IDs.
Click to enlarge. 

Inserting Edited Code for Mapping

To map tracked native forms, do the following:

1. Edit an embed code to either serve as one code or multiple codes.
2. Copy the entire edited code block.
3. Paste the code before the closing </body> tag on the page where the native forms live.
4. Fill out the form information independently for each form.
5. Confirm the form information has been delivered to Lead Gen & CRM.
6. Map your fields.