Setting up Forms

A Form does exactly what you expect: captures a lead. You can add custom fields or dropdowns for existing Segment Groups / questions, and this data will be synced up to your ESP/CRM on submission.

With a lead form, we’ll also intelligently pre-fill any data we already know the answer to – or that you already have stored in your ESP/CRM (assuming the visitor seeing the form is already an identified contact.)

Depending on the ESP/CRM you’ve integrated with, different options will appear on the Actions tab. This might be submitting a form in your ESP/CRM, tagging, adding to a list, and so on.

If RightMessage creates a new contact record in your ESP when the form is submitted, any segmentation data that you’ve mapped will be synced up to the new contact.

Configuring a lead form

By default, all lead forms need an email address.

Beyond that, you can add any number of text inputs that will map to a field in your ESP/CRM. This is a must if you want to capture data like the visitor’s name, company, and so on.

Click the + Add another form field  button on the Form Fields tab to add a new form field.

Add a text field

Here you can create an input that maps to a field in your ESP/CRM, along with specify a label for the field (i.e. “Enter your first name” for first name) and whether it’s required to submit the form.

Add a multiple choice dropdown

You can also add a dropdown that maps to an existing Segment Group.

This is useful for things like selecting a US state, where it wouldn’t make sense to present someone with a question that has 50 different answers. It’s effectively an another way of asking a question.

If someone’s already segmented into your Segment Group, the dropdown will be pre-selected by default. However, the visitor can change their segmentation.

Adding a hidden field

You can add a hidden field, which is useful to store data that you don't want the visitor to see (like where he came from), and push it up to your ESP/CRM.

Renaming a Form

To rename an Form, click the text area: