Steps to Check Before Using Form Capture Records

<< Create Form Fields Introduction Form Capture Integration >>

ClickDimensions Form Capture records allow you to integrate an existing HTML form from your website into your CRM. In this article, we will go through the key elements that need to be in place before integrating your form with Microsoft CRM using ClickDimensions.


Step 1: Tracking Script

The ClickDimensions tracking script must be installed and working on the page that contains the form.

A good way to check to see if the tracking script is working, is to go to the page on your website. Then in CRM, go to Marketing > ClickDimensions > Page Views. From there do an Advanced Find where the URL contains the URL to the page on your site that your form is on.

If you don’t see the page listed, you might need to check a couple of things:

1. Did you create a Domain record in CRM that contains the same domain as the website you’re tracking?

domain

2. Does the domain in the tracking script match the domain of the website you are tracking?

tracking script tip

Step 2: HTML Form Field Name

Each field in your HTML form must include a name attribute. This will be important for ensuring that each ClickDimensions form field record you make in CRM to tell your existing form fields where to map data will be able to associate with the correct field on your form.

For example, a First Name field line of HTML should look similar to this:

form-field-name

Step 3: Creating Form Field records in CRM

In order to map the information to CRM, you will also need to create Form Field records in CRM for each field in your HTML form.

To learn how to create ClickDimensions Form Field records, learn about the different types available, and how to map the fields to Lead and Contact records read this article.

IMPORTANT!

The Form Field ID field on the ClickDimensions Form Field record is incredibly important when using Form Capture. For each Form Field Record, the ID field value must match the name value in the HTML form field. If we take a look at the First Name field again, the HTML ID is “txtfirstname”

form-field-name

Therefore, the ID field in the Form Field record must also contain “txtfirstname”.

form-field-properties

For every field you create the Form Field record’s ID must match to the HTML field’s name. If they do not match, your form will not work.

Finally, if any Form Fields have been marked as required in CRM, make sure there is validation on your web form to enforce it. Submissions of your Form Capture without the required fields filled in will not process properly.

Step 4: Email Address Field

You must include an Email field on your form in order to capture who is filling out the form. ClickDimensions relies on the email address that people submit as the unique identifier in CRM. When someone submits a form (including the email address), ClickDimensions scans your Leads and Contacts in CRM to see if any of the records contain the same email address.

If there is a match, ClickDimensions will connect that form to the Lead or Contact in CRM. If there is not a match, ClickDimensions will create a new Lead or Contact in your CRM (based on your preference).

The Form Field record for the email address field has to have the type “Email”, in order for ClickDimensions to know which field contains the email address. If the email field does not have type “Email”, ClickDimensions not be able to identify the visitor, because it views that field as another text field.

Step 5: Filter Records

If you have a Filter set up to filter out your own company IP Address, you will not be able to test your form capture internally. You may want to delete this filter record at least while you test. Note that deactivating the filter record will do nothing – you must delete it.

 

If everything above is completed, you are ready to move to the next step in integrating your form with ClickDimensions: Integrating Forms using Form Capture.


Step 1: Tracking Script

The ClickDimensions tracking script must be installed and working on the page that contains the form.

A good way to check to see if the tracking script is working, is to go to the page on your website. Then in CRM, go to Marketing > ClickDimensions > Page Views. From there do an Advanced Find where the URL contains the URL to the page on your site that your form is on.

If you don’t see the page listed, you might need to check a couple of things:

1. Did you create a Domain record in CRM that contains the same domain as the website you’re tracking?

2. Does the domain in the tracking script match the domain of the website you are tracking?

Step 2: HTML Form Field ID and Name

Each field in your HTML form must include a name attribute. This will be important for ensuring that each ClickDimensions form field record you make in CRM to tell your existing form fields where to map data will be able to associate with the correct field on your form.

For example, a First Name field line of HTML should look similar to this:

form-field-name

Step 3: Creating Form Field records in CRM

In order to map the information to CRM, you will also need to create Form Field records in CRM for each field in your HTML form.

To learn how to create ClickDimensions Form Field records, learn about the different types available, and how to map the fields to Lead and Contact records read this article.

IMPORTANT!

The Form Field ID field on the ClickDimensions Form Field record is incredibly important when using Form Capture. For each Form Field Record, the ID field value must match the name value in the HTML form field. If we take a look at the First Name field again, the HTML ID is “txtfirstname”

form-field-name

Therefore, the ID field in the Form Field record must also contain “txtfirstname”.

For every field you create the Form Field record’s ID must match to the HTML field’s name. If they do not match, your form will not work.

Finally, if any Form Fields have been marked as required in CRM, make sure there is validation on your web form to enforce it. Submissions of your Form Capture without the required fields filled in will not process properly.

Step 4: Email Address Field

You must include an Email field on your form in order to capture who is filling out the form. ClickDimensions relies on the email address that people submit as the unique identifier in CRM. When someone submits a form (including the email address), ClickDimensions scans your Leads and Contacts in CRM to see if any of the records contain the same email address.

If there is a match, ClickDimensions will connect that form to the Lead or Contact in CRM. If there is not a match, ClickDimensions will create a new Lead or Contact in your CRM (based on your preference).

The Form Field record for the email address field has to have the type “Email”, in order for ClickDimensions to know which field contains the email address. If the email field does not have type “Email”, ClickDimensions not be able to identify the visitor, because it views that field as another text field.

Step 5: Filter Records

If you have a Filter set up to filter out your own company IP Address, you will not be able to test your form capture internally. You may want to delete this filter record at least while you test. Note that deactivating the filter record will do nothing – you must delete it.

 

If everything above is completed, you are ready to move to the next step in integrating your form with ClickDimensions: Integrating Forms using Form Capture.

<< Create Form Fields Introduction Form Capture Integration >>