Create Individual Form Fields

Introduction Create a Form with Form Builder >>

Video

Written Instructions

Whether you are creating your forms in Microsoft CRM using the Form Capture records or the Form Builder, you will start by creating Form Fields. If you have an existing web form, look at the forms on your web site and list all the fields that are used on these forms. If you are creating a new form using the Form Builder, make a list of the fields you want to include in your form. In CRM you will create a single Form Field record for each field.

IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your forms.

For example, if you use ‘First Name’ on multiple forms, you will need to create this as a Form Field only once in Microsoft CRM.

Keep in mind that you’ll always want to have an email field on the form so that if someone is already in your CRM and they fill out the form, the information will be mapped to that person’s record. Whether the form is mapped to an existing person or not depends on the email field and if the email that they provide matches an email on an existing record.

NOTE: In order to map custom fields that you’ve added to your Contact and Lead entities, you must first publish your metadata on the ClickDimensions Settings page.


Navigate to Settings >  Form Fields.

In the Form Fields grid choose New to create a new Form Field record.

The new Form Field record will appear.

2016 New Form Field Created

On the Form Field record enter the following fields:

Name: This is a reference name for the form field in CRM. It is also what will show up as the default label when you build your actual form later.

Form Field Id: If you are planning on using the Form Builder, enter any value here, such as txtFirstName.  If you plan on integrating your forms with a Form Capture record, enter the input id values used in your existing web form. To learn how to do this read the 2nd Step and the Important section of this article.

Field Type: Choose a value from the drop down list.

The types of Form Fields available to select are (alphabetically):

Checkbox Hidden Text
Date Integer Text Area
Date/Time List URL
Decimal Money
Email Radio


Mappings:
The mappings section is different for each type you choose:

  1. Fields that do not have predetermined options display lists of all of the fields of a comparable data type on the Lead and Contact records in your CRM and allow you to select which field the response should be mapped to. For example, the Mapping options for a Text field would only display Text fields on the Lead and Contact, not picklist fields or numeric fields. Date, Date/Time, Decimal, Email, Hidden, Integer, Money, Text, Text Area, and URL fields have this type of mapping.
  2. Fields with predefined options will require you to specify which options they should have then choose if the field will map to a Text Field or a Picklist Field in CRM. If a Picklist field is selected, every option in the Form Field will have to be set to map to the corresponding option on the Picklist.  Any change made in the mapping of these field types will apply to all instances of the form field.  This mapping is discussed in further detail below. Checkbox, Hidden, List, and Radio fields have this type of mapping.

Type: Email

Email

Email

IMPORTANT: If you are creating an email field, make sure to choose the type Email not text. If you choose text for the type for a field used to capture a prospect’s email address, ClickDimensions will not be able to know the field contains an email address and will not connect the Posted Form record with a Lead or Contact record.

Type: Text

Text

Text

Mapping to Lookup Fields

A lookup field is a field in CRM where you choose another CRM record. It is possible to map to CRM lookup fields using a text-type form field, but in order to map successfully, the value inputted into the text field during submission must match the corresponding value in CRM exactly.  This is case-insensitive but symbols will not be considered. This feature is only available for users of CRM 2011 and newer.  Click here to read more about Mapping to Lookup Fields.

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Type: Text Area

Text Area

Text Area

Type: Integer

Integer

Integer

Type: URL

URL

URL

Type: Decimal

Decimal

Decimal

Type: Date

Date

Date     Date Pop Up

Type: DateTime

DateTime

DateTime     DateTime Pop Up

NOTE: The time chosen should be UTC time because it will translate to the CRM User’s timezone when the data comes back into CRM.

Type: Money

Money

Money

Type: Radio

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Gender:

radioButton

Type: List (Drop Down)

List

The question Would you like to map the posted values to picklist field or text field? refers to the field in the Contact or Lead record you want to map to. What type of field is it in the record: a picklist or a text field?  Once you’ve checked one or the other, the Lead Text Map and Contact Text Map values will change accordingly. In those drop downs are the choices like those in above types. The Publish Custom Fields button will sync ClickDimensions and CRM, which informs ClickDimensions of any custom fields that you have created in CRM.  Doing this will cause the custom fields to appear as options in the Lead and Contact Map lists.

NOTE: If you choose Picklist Field you will have two more fields to fill out, Lead Picklist Value and Contact Picklist Value. These are shown in the next type, Checkbox, below.

Add each of the choices from your list to the box by clicking the green plus button. The Label field is how the item will be listed in the menu (this is what the prospect sees when he or she is fills out the form). The Value field is what will be placed in the lead or contact’s record if they choose that item.  The Lead Picklist Value and Contact Picklist Value dropdown menu items will appear in CRM so that it doesn’t show the number Value; this will reduce confusion when receiving the Email Notification and Posted Form Excel Report.

When you are finished creating all of your choices, press the Save button in the Items box. Note that any update made to the mappings of the form field will apply to all instances.

List

Type: Checkbox

Check box

This works the same as the List except you can only and must have two choices in box. Here, Picklist Field is chosen. Now Lead Picklist Value and Contact Picklist Value are available. These drop downs show what you can map your items to in the lead and contact records. In this example, the details for the True option are shown. When someone checks the box, you want the picklist field to be Yes in their record, and if they don’t check it, it will be No in their record.  Any updates to the mappings for this field type will apply to all instances of the form field.

CheckBox

Type: Hidden

Hidden

For more information on using a Hidden Form Field, click here.

When you’re done, chose Save and Close. Next, if you’re creating a new Form click here to find out how, and if you’re integrating an existing form click here.


Navigate to Settings > ClickDimensions > Form Fields.

Form Fields in the Menu

In the Form Fields grid choose New to create a new Form Field record.

New Form Field

The new Form Field record will appear.

Form Field Record

On the Form Field record enter the following fields:

Name: This is a reference name for the form field in CRM. It is also what will show up as the default label when you build your actual form later.

Form Field Id: If you are planning on using the Form Builder, enter any value here, such as “txtFirstName”.If you plan on integrating your forms with Form Capture record, enter the input id values used in your existing web form. To learn how to do this read the 2nd Step and the Important section of this article.

Field Type: Choose a value from the drop down list.

Type Menu

Tip: If you are creating an email field, make sure to choose the type Email not text. If you choose text for the type for an email field, ClickDimensions will not be able to know the field contains an email address and will not connect the Posted Form record with a Lead or Contact record.

Mappings: The mappings section is different for each Type you choose.

Type: Email

Type Email

Email

Type: Text

Type Text

Text

Type: Text Area

Type Text Area

Text Area

Type: Integer

Type Integer

Integer

Type: URL

Type URL

URL

Type: Decimal

Type Decimal

Decimal

Type: Date

Type Date

Date     Date Pop Up

Type: DateTime

Type DateTime

DateTime     DateTime Pop Up

 

NOTE: The time chosen should be UTC time because it will translate to the CRM User’s timezone when the data comes back into CRM.

Type: Money

Type Money

Money

Type: List (Drop Down)

Country list form field

The question “Would you like to map the posted values to picklist field or text field?” refers to the field in the contact or lead record you want to map to. What type of field is it in the record? Once you’ve checked one or the other, the Lead Text Map and Contact Text Map values will change accordingly. In those drop downs are the choices like those in above types. The Publish Custom Fields button will sync ClickDimensions and CRM, which informs ClickDimensions of any custom fields that you have created in CRM. Doing this will cause the custom fields to appear as options in the Lead and Contact Map lists.

Note: If you choose Picklist Field you will have two more fields to fill out, Lead Picklist Value and Contact Picklist Value. These are shown in the next type, Checkbox, below.

Add each of the choices from your list to the box by clicking the green plus button. The Label field is how the item will be listed in the menu (this is what the prospect sees when he or she is fills out the form). The Value field is what will be placed in the lead or contact’s record if they choose that item.  The Lead Picklist Value and Contact Picklist Value dropdown menu items will appear in CRM so that it doesn’t show the number Value; this will reduce confusion when receiving the Email Notification and Posted Form Excel Report.

When you are finished creating all of your choices, press the Save button in the Items box.

List

Type: Checkbox

Newsletter checkbox form field

This works the same as the List except you can only and must have two choices in box. Here, Picklist Field is chosen. Now Lead Picklist Value and Contact Picklist Value are available. These drop downs show what you can map your items to in the lead and contact records. In this example, the details for the True option are shown. When someone checks the box, you want the picklist field to be Yes in their record, and if they don’t check it, it will be No in their record.

CheckBox

Type: Hidden

Type Hidden

For more information on using a Hidden Form Field, click here.

When you’re done, chose Save and Close. Next, if you’re creating a new Form click here to find out how, and if you’re integrating an existing form click here.