UserGuide:Forms

From LoopFuse Wiki

Contents 1 Lead Capture 2 Creating Lead Capture Forms 2.1 Generating HTML 3 Automated Form Creation

Lead Capture

The LoopFuse Lead Capture module is accessible at any time, by clicking on the Forms icon.

Lead Capture Forms allows LoopFuse to capture data from your website visitors, and tie that data with other behavioral data, such as email marketing activity and website analytics activity. Lead Capture Forms work transparently to the user, often capturing the inputted data and redirecting the user to a pre-defined location on the internet.

How Lead Capture works:

1. Visitors visit your website, and submit a LoopFuse-Powered form.
2. LoopFuse captures the visitor's data.
3. LoopFuse responds with one of two outcomes:
   1. LoopFuse redirects the visitors to a Thank You page.
   2. LoopFuse resends all visitor information to a form processing internet address, so you can capture the information, as well, if desired.

The Lead Capturing process is transparent to the visitor, and results in marketers being able to tie their web form registrations to active web analytics, and email campaign information.

Creating Lead Capture Forms

To begin capturing information from website visitors, you will need to create a Lead Capture Form within the LoopFuse System. This step is critical, even if you already have existing forms on your website.

1. To create a Lead Capture Form, click on the Create Form link.
   
2. Fill in the appropriate information:
   1. Form Name: An 80-character-long identifier for this Form. Form Names must be unique. Form name cannot be left blank.
   2. Description: Some identifying text for this Form.
   3. Thank you page: An internet location where this form will re-route the user, after successful data capture.
   4. Repost URL: An internet location where this form will re-send the submitted user information, after successful data capture.
   5. Auto-response Campaign: A drop-down of all the e-mail campaigns within LoopFuse. If would like a registrant to receive an e-mail upon submitting this form, select the desired auto-response e-mail to be sent from the drop-down list. Otherwise, leave None select.
3. Click Save Form
   
4. Add Field Mappings:
   1. WebForm Parameter: The name of a form field on your website form. Typically, they look like: <input type="text" name="[THIS IS THE FORM FIELD NAME]">
   2. LoopFuse Field: If you already have a web form, you will need to enter in WebForm Parameters one-by-one and map them to LoopFuse Field Names on this screen. This allows LoopFuse to tie your HTML Form parameter to a common field. More information can be found under defining LoopFuse Fields, and in our FAQ
   3. Display Label: Label assigned to this field, that will act as a column header in report generation.
   4. Constant Field: Checkbox indicating if field should only be included in initial export of new lead to CRM. If checked, when the lead is exported to the CRM, LoopFuse will check to see if the lead already exists in the CRM (either because having already been exported previously by LoopFuse or because lead with same email address already exists within the CRM) and will not update the field value within the CRM. Otherwise, if checked and lead does not exist already within the CRM, the value will be set within the CRM for the field.
   5. Static Field Value: If filled in by user within LoopFuse Form, the value will overwrite any value supplied during web form post. This would normally be used for fields that are not supplied within the web form where you always want to pass along the same value to the CRM. For example, you may want to include a lead source field that has a static field value representing the web form as the lead source (e.g. 'General Contact Form' or 'Evaluation Download Form')

In the example above, we mapped our web form field, fname, to the common LoopFuse Field, first_name. This allows LoopFuse to intelligently map its own first_name field to the appropriate field in your configured CRM package.

Now that we are done creating a simple form, lets see how we integrate it in to our website...

Generating HTML

Whether you are creating a form for the first time, or editing a form, you will have the option for LoopFuse to generate the Lead Form Capture HTML for you, for use on your website.

On the Edit Form screen, click on the Generate HTML button...

• form action - This is the URL where your form will be sending its information to. This has to be configured properly on your website for LoopFuse to capture form submittals.
• formid - The Form ID of this specific form. This must be defined, for LoopFuse to track user activity on your forms.
• cid - Pre-Defined LoopFuse field, specific to your account.

Of course, the sample HTML provided, is just that... a sample. Feel free to modify its appearance for use on your website.

Automated Form Creation

LoopFuse makes available an innovative feature for marketers to have their LoopFuse Lead Capture Forms Auto-created. The only thing you need to make Auto-Form-Creation a possibility is a live web form on your website.

1. Modify the existing web form on your website:
   1. Point the form action to look like this: <form action="http://loopfuse.net/webrecorder/post" method="post">
   2. Assign an arbitrary Form Id to your existing form: <input type="hidden" name="formid" value="[FORM_ID]"/>
   3. Attach your customer ID to the form: <input type="hidden" name="cid" value="[CID]"/>
2. Once the above steps have been completed, simply Submit the form.
3. Login in to LoopFuse, and you should see a new form, with all your form field parameters automatically created for you. All there is left to do now, is for you to map the Web Form Fields to LoopFuse Fields.