Once your Form Capture record has been created, you need to set up the mapping from your fields on your form to the lead/contact fields in CRM. ClickDimensions forms use fields with direct mapping to CRM fields but since you're using Form Capture, there's an extra step involved in the mapping.
Form Capture Fields
This is where you'll tell the Form Capture what fields are actually on your form. Form Capture Fields connect your form's fields to a ClickDimensions Form Field that can map to CRM.
On your Form Capture record, go to the Related menu and select Form Capture fields.
Our sample form has First Name, Last Name, Email, Message, and a hidden Source field. That's a total of 5 fields so there will be 5 Form Capture Fields associated with this Form Capture.
To create a new Form Capture Field, select +Add New Form Capture Field.
You'll be taken to a new window where you'll input the Form Capture Field settings.
This is perhaps the most important part of your Form Capture Field setup. You'll be selecting either an existing Form Field or creating a new Form Field.
The reason you're setting this up is because Form Fields are the ClickDimensions entity that map directly to CRM fields. These are the Form Fields that you can pull into your ClickDimensions Forms, but in this case you're hooking up your Form Capture Field to a Form Field so the incoming data can properly map to your leads/contacts.
Once your Form Capture Field is associated to a Form Field, you can go into that Form Field record and check/update the mapping.
This will automatically fill in with the Form Capture that you added the Form Capture Field to.
This is the field label that will display in the Posted Field records from submissions. It doesn't have to match the label of the field on your form.
Override in CRM
This is set to No by default and should be changed if the CRM field it's mapped back to should be changed. Keep in mind that if this option is left at No, when leads/contacts submit the form this field will only update if it's currently blank on their record. If you need existing values in CRM fields overridden by this form being submitted, you should set this option to Yes.
This is set to No by default and you only need to change it if you're requiring the field on your form. If it's required on the form, set the field to Yes; otherwise, leave it at No.
Once you have your Form Capture Fields set up in CRM, you'll need to then go to your form's HTML on your webpage and add a value to the name attribute. This associates each field with its correct counterpart in CRM.
On the Form Capture Field, click on the Form Field. That will open the Form Field record and show you its information and mapping. Copy the value for the Form Field ID.
And then paste it into your form's html in the name attribute.
Make sure you create Form Capture fields for each field on your form and add the Form Field ID to the name attribute as shown above.
How can I edit my related Form Capture Fields without leaving the related Form Capture Fields view?
When you click on a Form Capture Field, you're taken to that new record so going directly back to the other Form Capture Fields doesn't happen. You're taken to the Form Capture record and not that related view. If you prefer to keep that view accessible while editing the Form Capture Fields, you can simply right-click on the Form Capture Field you need to open and select Open in a New Tab/Window. That will open a second tab/window with that specific Form Capture Field, but leave your current tab/window with the view intact.