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Connecting and Mapping Native and Third-Party Forms

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Alex Flinchum
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Lead Gen & CRM enables you to connect and map native and third-party forms.

The Mapping Tool for forms can be used to include one of your existing forms on your website, rather than replacing it with a Lead Gen & CRM form.

This article will detail how to connect native and third-party forms.

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Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
FormsForms
Users:
Administrators ✓  
Company Managers    
Marketing Managers    
Sales Managers    
Salespersons    
Jr. Salespersons    


Regarding Supported Forms

Before connecting native and third-party forms, be aware that certain third-party form providers will require additional steps. For information working with individual third-party forms, refer to the following help articles:

Refer to Lead Gen & CRM Forms Overview for more information on implementing a Lead Gen & CRM form into your website.


Creating Native Forms

To create native forms, do the following: 

  1. Click Forms in the left toolbar.
  2. Click Create Form.

    Create new 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.

    Add new native form
  8. Copy the generated Javascript code in the window that appears.

    Copy Native Form embed code

Keep this browser tab open.


Creating Third-Party Forms

To create third-party forms, do the following:

  1. Click Forms in the left toolbar.
  2. Click Create Form.

    Create new form
  3. Enter a name for the form in the pop-up menu that appears.
  4. Click the Third-Party Form radio button and select the third-party form drop-down menu.
  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.

    Add new Third Party form

  8. Copy the generated Javascript code in the window that appears.

    Copy Native Form embed code

Keep this browser tab open.


Mapping Native and Third-Party Forms

You will need to map fields to native or third-party forms.

To map fields to a native or third-party form, do the following:

  1. Open a new tab in your web browser.
  2. Navigate to your website.
  3. Edit your website's code.
  4. Paste the copied native or third-party embed code
    after the closing form tag of the form on your website.
  5. Navigate to the website page that has the form.
  6. Fill out the form.
  7. Return to the form in the Lead Gen & CRM browser tab.
  8. Click the Refresh this Page button.
  9. Map the fields in the Field Mappings page that appears.

    Note: Some fields, including GDPR and File Upload fields, are not mappable on Native and Third-Party Forms. Only the fields listed in the Mapping dropdown are available.
  10. Click Save Mappings.
  
Note: Constant Contact offers Professional Services to assist with custom coding.

Mapping the fields tells Lead Gen & CRM what those Form Fields refer to. Whenever you fill out the form for the first time, you are generating mapping data.

As such, do not expect the lead to appear in the system until after the first entry. The second person to fill out the form will be imported as a lead.

Consequently, if you ever change your native or third-party form, you will need to repeat this mapping process again.

Refer to Tracking Native Forms for information on mapping more than one form on a single page.


Modifying Mapped Forms

You can modify mapped form settings as necessary.

To change mapped form settings, do the following: 

  1. Click Forms in the left toolbar.
  2. Locate the desired native or third-party form.
  3. Click the name of the desired native or third-party form.
  4. Edit the mapped fields as necessary.
  5. Click Save Mappings.
  
Note: Use the Filter Forms search bar to locate forms quickly.


Adding Manual Submission to Native Forms

Manual submission may need to be implemented by your developers for any forms that do not fire a standard submit action when completed, or experience other issues working with Lead Gen & CRM code.

Refer to Adding Manual Submission Options to Native Forms for information on adding manual submission.

  

formID.png
Example native form ID.

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