Website forms of many different kinds can be linked to the CRM with just a simple email notification. This allows the data submitted by the user to be entered in the CRM.
Scraping Email Notifications
Almost any third-party form solution can send data to the Marketing 360® CRM. There are 3 determining factors that signal whether a form can be linked to our CRM:
- The form must be able to send an email notification when users make a submission. Since most forms send a stylized HTML email to the site admin by default, this is generally done via a plain-text CC or BCC address.
- The email notification must have clear headings or titles for each piece of data (name, phone, email, etc)
- The content of the email notification must be in a consistent format.
See the following screenshot for reference : https://madshot.net/2f865fc7b7de.png
Headings or titles are required because data is mapped to the CRM by scraping the content of the email that's displayed between two consistent labels.
Say, for example, the plain text email is formatted like so:
First Name: Buzz
Last Name: Aldrin
To collect the user's first name, the CRM would be configured to scrape the content between the "First Name:" and "Last Name:" labels.
Contact Source in our CRM is how the contact gets to the company/CRM and each Contact Source has a unique email address. This unique email is what needs applied to the backend of the form(s) that you want to connect to the CRM. Each form will have its own, separate Contact Source in the CRM.
To Link forms to Marketing360® CRM
The unique email will need to be collected from the appropriate Contact Source within the CRM dashboard.
To find the appropriate email address to use
- Click Account at the top of your CRM dashboard.
- Select CRM Settings from the sub-menu.
- Click the Contact Sources tab.
- Find the appropriate contact source from the list and click Configure.
- On the following page, select the BCC Import Settings tab.
- The BCC Email Address will be displayed. Copy this address and include it as a BCC, CC, or recipient of the form's email notification.
Please note – the notification for the form may need created or formatted with clear Headings/Titles (eg: Name: Phone: Email: etc)
- Once you've added the BCC address to the form notification recipient list, send a test email from the form. This initial test will populate into the backend of the CRM under the appropriate Contact Source.
- Once the test email notification is populated into the Contact Source dashboard, you will continue with setting *Submission rules, if applicable, and mapping the CRM to properly read the email format.
*Submission rules is where you can set ‘rules’ for contacts to come into your CRM and automatically apply a Contact Type, Contact Status, Tag or Assigned To a specific User(s)