Manage Your Marketing 360® Forms Through Your Leads Inbox

The Leads Inbox is where you can customize your form’s Submission Rules and Field Mapping settings.

Setting up Form Field Mapping allows you to map Form fields to specific fields in your CRM. This lets you easily create new CRM Leads and Contacts from a form submission, and lets you easily save the information submitted via a form to a Contact.

Setting up form Submission Rules allow you to create custom CRM Lists, assign certain types and statuses to contacts based on what form they fill out, and more. 

Need help? Reach out to our support team for more guidance. 

 

Set Up Field Mapping

Field mapping lets you take the information submitted via a form, and sync that information to the CRM Lead or Contact that form creates. 

To setup a form's field mapping, click on the overflow menu next to the form in the Leads Inbox, then click on Field mapping. 

 

First determine if you’d like this form's submissions to go to the Leads inbox, or directly to the CRM Contacts page. If you would like a form to bypass the leads inbox and create a contact, toggle this option ON.  

Note: We recommend using the Leads Inbox as a way to quality-check leads before saving them as a contact in your CRM Contacts table. 

 

Field mapping your forms

Decide which form fields you want to sync to your CRM fields. Primary fields such as the “Contact Name”, “Email”, “Phone Number”, and “Address” are locked and can no longer be mapped to other fields in your CRM.

Go through your form's fields and match them up to their coinciding CRM field. 

*Note - not all forms need to be synced. Only sync what you form fields you want to connect to your CRM.

Be sure to check the Prevent Duplicates box if you would like to avoid creating duplicate leads or contacts in your CRM.
Typically you only need to select one field to prevent duplicates, so long as that field is required on your form. Email is the recommended field to prevent duplicates because it is unique to each individual. If there is no email field, then use the phone field. If no phone, any field that would be unique to each individual will do.

Note: Field Mapping must be done through the CRM Leads Inbox Forms page, regardless of whether you are sending submissions to the Leads Inbox. 

Tip: There are a few additional steps to take to sync Checkbox, Dropdown, and Radio form options. Learn more about those steps here. 

 

Submission Rules

Set up Submission Rules to determine how a new contact/lead will be added to the CRM.

To setup a form's field mapping, click on the overflow menu next to the form in the Leads Inbox, then click on Submission Rules. 

In the first field, select the Contact Type the form should assign to a new contact/lead in the CRM. A dropdown menu will appear when you click on the field.

Select the Status that will be assigned to the new contact/lead. 

Select any Tags you'd like to use for that form. 

Select who the contact/lead will be Assigned To. 

If the option, "Round robin", is selected, contacts will be mapped to selected assignees, one at time. For example, if three assignees are selected, the first contact created through this source will be assigned to the first assignee, the second contact to the second assignee, the third contact to the third assignee, and the fourth contact back to the first; and then the process will be repeated.

 

Duplicate Submission Rules

Use this section to determine what happens if a user submits the form more than once. These settings are all optional

Click Enable to update an existing contact if they resubmit their information through this source.

Select a Contact Type to use when a contact resubmits their information. Then select whether the new type should be added to the existing settings, or replace it instead.

Select a Contact Status to use when a contact resubmits their information. Then select whether the new status should be added to the existing settings, or replace it instead.

Select a Tag to use when a contact resubmits their information. Next, select whether the new tag should be added to the existing settings, or replace it instead.

 

Edit Form Fields or Add New Fields To A Form

If you would like to edit a form’s field or add fields to an existing form, you must do so within the Forms app. 

 

Disable a Marketing 360 Form

To navigate to your Form Settings, first visit the CRM Leads Inbox, then click on the Marketing 360 Forms page under “Manage Lead Sources”. 

On the Forms list, you’ll see all your form names, submission count (click into the submission count to view submission details), the date it was connected, and an Enable/Disable toggle. By default, forms are set to "Enabled". 

Disabling a form will cause the form to no longer track submissions, but this will not remove your form from your website. To remove a form from your website, you must remove the embed code. 

From the Overflow menu, you will see options to rename your form, edit field mapping, and edit the form submission rules.