HTML Forms
Overview
Capture website leads instantly without requiring a traditional form. Simply add our JavaScript snippet to your header tag to begin collecting visitor responses. See below for more instructions
HTML forms are used by customers like Rollstack & Default (thats us!).
Implementation
Step 1: Connect a HTML Form
Connect a HTML form
Go to Navigation > Forms > Webforms > Connect your webform
Select HTML as the form type.
Step 2: Add the Snippet to your Site
Add the snippet to your site
Add the following snippet to your website:
Step 3: Identify your Form
Identify your form
Determine how you plan to identify the HTML form on your website. Choose from one of the options below (reference the examples as needed).
-
Adding the unique identifier to your
<form>
tag. -
Adding the code to your form wrapper.
-
Place a
<div>
around your form.
Once you pick a method, click “I have my form identification” and proceed to test your form connection.
Identify: Form Tag
Identify: Form Tag
Identify: Div Wrapper
Identify: Div Wrapper
Note: The examples above are only to be used as guidance.
Step 4: Test Connection
Test connection
Test your setup by submitting a sample response through your web form. After submission, map all required fields to complete the configuration.
Step 5: Map Form Fields
Map form fields
Map the email
field from your form submission when prompted. This is a required field for all forms.
Other fields (e.g. Company Name, First Name, Last Name) can be mapped to Default lead attributes.
Note: Not all fields will be mapped to a Default field attribute. This is expected.
HTML Form Example
Here’s an example of a HTML form:
Example HTML Form
Example HTML Form
FAQs
FAQ: Fields not mapping issue.
Issues with fields not mapping from form to Default.
FAQ: Fields not mapping issue.
Issues with fields not mapping from form to Default.
This is more likely to occur with your multiple / single select fields. If you notice the options are not being mapped properly in your workflows, the first place to check is your name
attribute.
Default uses this to recognize the field, and map it on the backend to your form submissions. If that attribute is missing, we won’t be able to accurately map to your form submission, thus impacting workflows.