Do you use a third-party form on your website, such as Jotform or WuFoo? If so, you will want to make sure that all of those form submissions are added to your CRM as leads. To do this, you will need to manually sync your third-party form with your Marketing 360® CRM.
Before you begin, check your 3rd party form builder's settings and confirm that you have the ability to add multiple email notifications within their system.
- Log in to your Marketing 360® account, then navigate to the CRM by selecting it from the homepage menu or the App Menu at the top of the page.
- Once in the CRM, select Settings from the page menu, then select Contact Sources from the left sidebar menu.
- Select the Add Contact Source button.
- A text box will pop up, asking you to name the new Contact Source. Name it "3rd Party Form" or something to remind you that the Contact Source is for a third-party form (like Jotform or WuFoo) and click Submit.
- Find your new Contact Source in the list and click on its name.
- You will see an email address labeled BCC form notifications to:. Copy that email address to a clipboard; you will need it for the next step.
- Log in to the form builder that contains your third-party form. You will want to add the copied email address to your form's notifications.
- Navigate to your website (or wherever your form is accessible to users) and submit a "test" submission.
- Navigate back to your Marketing 360® CRM, and navigate to Settings > Contact Sources.
- Find the Contact Source for your third-party form in the list, then click on its name.
- Select the Field Mapping tab. You should see your test entry within the "Copy of Email Notification" section if your BCC was set up properly. If you do not see this, verify whether the BCC email address was added properly to the form notifications, and re-submit a test submission.
Click the + New Mapping button. Here, you will manually map each field on your third-party form to its relevant field in your CRM. In the below example, we will match the "Name" field on our form to the "Contact Name" field in our CRM.
Note: You will complete steps 12-15 for each field in your form.
- Under Map to field, click on the dropdown menu to select the form field that you would like to map. In this example, we are matching the "Contact Name" field.
- Under Scrape content between Beginning, enter the name of the field as it appears on your form. For example, if the "Name" field on your form is labeled as "Enter your name here," then you will record that here.
- Under and End, enter the name of the form field that immediately follows the form field that you are currently mapping. For example, if the "Name" field on your form is immediately followed by a field labeled "Enter your email here," then record that here. Click Submit when finished.
Remember: Repeat steps 13-15 for each field on your form.
Below is an example of how your completed field mapping may appear:
- Once you have mapped all of your form fields to your CRM, scroll down and click the Test Email Processing button on the right-hand column.
- If the test worked successfully, then click the tab labeled Submission Rules at the top of the page.
- Set the Submission Rules for this form. These settings stipulate how the users who submit the form are turned into Contacts in your CRM. You will want to set the Type, the Status, and designate which user on your account the Contact will be Assigned to, if any. You can also add "tags" to Contacts who fill out this form, as well as add additional Duplicate Submission rules and settings.
- Click Submit when finished.