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Announcementnew feature
10 months ago

New Capabilities for Lead Capture Forms


We are excited to announce the addition of two powerful new capabilities to the lead capture forms that you can embed on your website.
These enhancements are designed to streamline the categorisation of contacts and ensure seamless integration between your CRM and Connective's Digital Marketing Hub (DMH).
So whether you're wanting to apply a specific category to your new contacts, or you're a DMH user and want the new contact to automatically sync into DMH, you can now do so by applying two lines of code to your existing web form. 

New Features Overview:

  1. Contact Categorisation:
    Automatically apply categories to the contact as they complete your web form and enter your CRM. For example, you could apply a category such as 'First Home Buyer' or 'mm-RBA', based off how the contact is engaging with your website and your desired customer journey for them.  

    • Hidden Input Field: You, or you web developer can now add a new hidden input field to the contact forms. This field allows will apply categories of your choice.  
    • Configuration: Your can choose which hidden field categories to apply, by updating the HTML code of the form. See the Implementation Details below on how to setup.
    • Mapping: When this hidden field is added to the contact form, the entered category value will be mapped to the contact’s categories field in the CRM.
    • Case Insensitivity: The category values are case-insensitive, ensuring that variations in capitalisation do not affect categorisation. For example, "Subscriber," "subscriber," and "SUBSCRIBER" will all map to the same category.
    • Semicolon-Separated Values: The field supports semicolon-separated strings, allowing multiple categories to be added to a contact. For instance, will categorise the contact with both an "MM - eMag" and "MM - RBA tag."

  2. DMH Integration:
    You can now choose whether a contact will be synced into the Digital Marketing Hub (DMH) automatically when it completed the web form and enters your CRM. 

    • Hidden DMH Field: An additional hidden input field named addtodmh can be added to the form. 
    • Configuration: The value for addtodmh can be set to "true" or "false." If set to "true," the contact will have the "Add to DMH" checkbox ticked automatically.
    • Default Behavior: If the addtodmh field is left empty, it will default to "false," meaning the contact will not be added to the DMH.

Implementation Details:

  • Adding the Hidden Fields:  You can add the following hidden input fields to your existing contact forms:
ame="addtodmh" value="true"/>

Then update "Category1;Category2" to reflect what category name you would like to apply to the new contact. 

If you are a Premium DMH user and want the new contact to receive the RBA update, monthly eMag and birthday SMS, and automatically sync to DMH, you would apply the values as follow:

type="hidden" value="MM - eMag;MM - rba;MM - sms;"/>

For the full instructions on how to setup your web forms, read more here: Contact us form for website leads

These new features are designed to provide you with greater flexibility and efficiency in managing your leads. By automatically categorising contacts and seamlessly integrating with DMH, you can make your marketing .

Avatar of authorBen Bozorg