Here are the steps to submit data to an external data form:
Install the external embed script on your website in the desired location.
Fill out the data form, making sure not to use words that may trigger spam filters.
Submit the form.
A notification will be sent to you and the lead's data will be available in the platform.
If a tracking pixel has been installed, additional data about the lead's activity on your website will also be available.
Video Transcript:
Now that we have the data form set up, we have our data fields put in, we have styled it the way we want and we've installed the external embed script. I've installed one onto an external website and where I put mine, and again I just copied this and I placed mine directly in this box. Right so inside your HTML, inside whatever widget or plug-in you have, wherever you put that script, that's where this data form is shown up.
So as you can see this data form, it looks a little weird because it's on a card and then a card. So I'm going to go back to it and I'm going to switch over to the clean card. So now my data form should automatically remove the background and it just just not any changes you make here. This is love. This is pushed out. Live directly to whatever embed form that you have out there.
So I'm going to go and fill this out and show you what it looks like as it goes through. We're going industries. Also, when filling these out and tested out, you're formed trying not to use a word, test or look to say we do have span filters and you may get back. So I'm just going to hit schedule call back now.
One thing to note again: the success. I do not have this filled out, so it's just going to lure me with a default message: a poster redirected me to a new site or page. So now I got the default message and when I go back into the platform you get a notification. Whenever you get a new lead email you also get it in your notifications tab up here. So you'll have notification of new leads and also in your dashboard right. So you have your inbound lead that just came in. It's part of the leads some and then at this point you're able to go in directly through your notification or click directly through the inbound activity.
And here is all the information that was put in. So one thing I mentioned on the data forms: everything maps right to our default global fields that you map and any additional data actually shows up in this data form detail so you can collect as much data as you want.
And what's really cool about making sure you have your tracking pixel installed before you add your embed external biodata form? Without it you won't get this data here right. So now I can see what pages I've looked at, how long I've been one of those pages. You know all that extra data that you're going to want from. You know leads that come in through your external form.