Website Forms can be integrated to push data entries into GleanView. If the Account/Contact already exist in GleanView, history of the form submission is submitted to the existing Account. If they do not exist the entry will create a New Account.
The New Form Wizard is found in Website Forms under Integrations in Company Settings.
Click New Form to begin.
Step 1 - Webtracking Code
It is important to remember that the GleanView Webtracking code be installed prior to setting up any Web Form integrations. If the code is placed and working click Next.
NOTE: YOU WILL SEE A LIST OF YOUR REGISTERED DOMAINS UNDER LATEST STATUS WITH THE LAST TRACKED VISIT NEXT TO IT.
Step 2 - Form Settings
The Form Name should specify what kind of form it is or what page the form is on. For example,Contact, Request for Quote, Subscription to Newsletter, etc
GleanView has an AutoMap option that requires the URL of the Web Form.
Paste the URL and click Search.
Any forms on the page of the URL pasted will appear at the bottom of the wizard.
Choose which Form to map and click Next.
NOTE: ALL CUSTOM FIELDS FROM THE WEB FORM SHOULD BE CREATED IN GLEANVIEW AND ALSO ADDED TO FORM SUBMISSION WIDGET PRIOR TO THE WEB FORM INTEGRATION.
Step 3 - Map Fields
If the AutoMap Fields option was chosen, the fields will be mapped at Step 3.
The left column will be Form Fields coming into GleanView, the right column are existing GleanView Fields. Administrators can adjust if necessary and delete any fields they wish to ignore during the import.
NOTE: THE PAGE WILL THE SAME FOR THOSE WHO CHOOSE TO MANUALLY MAP THEIR FIELDS.
Fixed Value Fields may be entered and will always be filled with the same value entered during this step.
Step 4 - Integration
It is highly recommended that an IT Administrator/Web Developer with Admin access to GleanView complete this integration, as some custom script writing will be required.
GleanView has two options for integration: one if the Form Submission directs web visitors to a success page, and one for those who do not have a success page.
Option 1 if the form submits to a success page:
Step 1 - Enter URL for the success page (the page your visitors see after submitting a form) for your form. This will automatically populate Step 2.
Step 2 - Copy the code created and place it to the existing <form> tag on your web page.
Option 2 if the form does not have a success page.
If the form does not direct web visitors to a success page Option 2 will provide a code to be placed.
Copy this code and assign it to an event. The event can be the submission of the form, or a click on the submit button. After you attach the code to the event, replace each *** with actual Form Field Selector.