Web Form Mappings
From Net-Results Support
Web Form Mappings allow you to capture lead information from your existing web forms without having to alter or replace any of the HTML code associated with those forms. The Net-Results tracking code must be installed on the page containing the web form, and the form must follow basic/standard HTML conventions for submission. If your form is complex, please contact Support for additional options.
Note: Forms created in the Net-Results Form Builder do not need to be mapped using Web Form Mapping.
Mapping Your Existing Web Forms
Web Form Mappings is now located in the Forms section of the Marketing Center.
You can map your existing web forms by clicking the New Web Form Map button in the left column navigation. Please note, if your web form contains custom or non-standard fields with information you'd like to collect, you should first create these custom fields on the Custom Fields page.
- Enter a name for your New Web Form mapping.
- In the Form URL field, enter the complete URL of the form you wish to map (including http:// or https://) and click Retrieve Form Fields.
- Each Web Form Mapping is unique to the URL being mapped. If your form lives in multiple locations (or is in multiple languages using different URLs), each one will need to be mapped separately--except in the case where GET variables are used. Read more on this below in the Setup Issues section.
- On the left column you will see the names of the fields as set within your web page code. Select the appropriate match for each field using the drop down boxes on the right. For example, if your form on your website says 'Company', you would want to match that with Company Name in the drop down box.
- Unnecessary fields may also be read by Net-Results. If that information is not important to use, leave the drop down option as 'Do Not Record'.
- Your web form may also include custom fields. You will need to set up custom fields on the Custom Fields page before creating a new form mapping, or you can continue saving this form mapping and editing it later.
- When using a drop-down menu in your form, make sure each option has a value attribute (i.e. <option value="California">California</option>).
- Note that by default, contact names are divided into First Name and Last Name fields. We do not offer a standard field for 'Full Name' and we recommend that contacts are entered and uploaded using First Name and Last Name fields. However, you may elect to create a custom field for Full Name using the Custom Field page. Understand that doing so may compromise the uniformity of contact records and make filtering, segmenting, and creating lists difficult.
- Select a list or multiple lists to associate with this web form. Visitors who complete the web form will be automatically added to that list.
- Remember to click the Save button and save your work before navigating away from this page.
- We recommend you test your web form mapping by filling out the form on your website and then checking for list membership.
- Remember, you might already be a contact on your own account, so you will not be added as a new contact if you complete your own web form on your computer.
- You may want to have someone who has never been tracked by Net-Results on your website as a defined contact (personally identified) test the form mapping on another computer.
List of Existing Web Form Mappings
When you click on the "Web Form Mappings" button you will be taken to a listing of your existing form maps. Descriptions of some of the columns available in that listing follow.
- Contacts: Click the Contacts link in the row of the web form you wish to view. This will take you to the contacts page with a filter applied for every visitor who completed that web form.
- Edit: Click the Edit link in the row of the web form you wish to view. This will take you to the edit page where you will be able to view and modify fields from a specific web form from which you are currently collecting data. You may also select a different list for the completed web form contacts to belong to. Please note that if you change the list of the web form contacts, it will not be retroactive. People who are already a member of one list from the existing setting will not be added to the new list if you are changing it. Only those who complete the web form from that point forward will be added to the list as changed.
- Delete: To delete a web form mapping, click the Delete button. You will be prompted to confirm the delete; click 'Yes'. Please note that deleting a web form will not delete the list or its members from the contacts page and will not affect their contact activity records. However, deleting a web form may remove its members from any active ongoing email campaigns. It may also mean that visitors are not tracked or recorded when the web form on your site is completed. You may have more than one web form mapping for the same web form on your site.
- Active: The checkboxes within this column allow you the flexibility to make any of the web form mappings Active or Inactive. Simply leave the check in the box if you want it to be Active; click on it to remove the check if you want a particular web form to become Inactive. This is a great way to 'turn off' a web form mapping and stop entering contacts but still keep all the settings for when you want to turn it back on.
Q: Does Net-Results Web Form Mapping work with third-party form generators like MailChimp, Formstack, and Wufoo?
If you're looking for a form generator and use Wordpress, we recommend Gravity Forms as it has worked consistently for our customers with both mapping and capture.
Testing and Troubleshooting Web Form Mappings
Testing is best performed in Private Browsing mode (called InPrivate in Internet Explorer). This can usually be accessed from the File or Tools menu of your browser and provides a clean slate for you as a visitor. Private Browsing will not use any of your existing cookies, nor will it store any cookies or history once you close the session. Submitting a form in this way confirms whether Net-Results is able to collect data from the form. Once you submit, check the My Visitors area for the details you entered using the All Contacts segment. If you don't see them there, the cause may be one of these issues:
- Is the Capture Code in place?
- Is the mapping setup complete and enabled?
- Is the product enabled?
- Does the URL exactly match what's in the setup?
- Does the URL begin with http or https?
- Are GET variables being appended onto the form URL by your links?
View the Source of your web form and search for the tracking code provided under your My Account tab. If the capture code isn’t on the page, no page views or submitted data can be captured.
Make sure that your mapping saved by confirming it is listed when you access Marketing Center > Forms > Web Form Mappings.
Make sure that the “Active” checkbox is checked for your mapping.
Confirm with Support personnel that your instance of Net-Results has not been cancelled or otherwise suspended.
Some browsers will "hide" a trailing slash on a URL for cosmetic reasons, or it could just be a typo. The best practice is to copy and paste the full URL from the Address Bar of your browser into the Form URL field. Note that this must be the exact URL, minus any GET variables (below), that will be accessed by a website visitor.
If it can be reached by both, two different mappings will need to be created.
If the destination URL contains variables that are not unique to each visitor, you will need to map the "static" portion of the URL (meaning everything prior to the question mark) and select the "Ignore Additional GET Variables" checkbox.
Example of a GET string in a form URL: http://www.mydomain.com/contactus?field1=value1&field2=value2&etc.
- Is there an "email address" field mapped?
- Does each field to be mapped have a "name" attribute in the HTML tag?
- Is the form page composed of an iFrame?
- Is the form page composed of AJAX?
- Is the form page composed of Flash?
- Is the browser using a cached copy of the form?
- Is the issue being caused by the browser?
Check the mapping to make sure your Email Address field is not mapped to "Do Not Record."
The "name" attribute is how the Web Form Mapping knows which fields to use.
<input name="First_Name" type="text" ...>
Note: The use of array syntax with empty values is not currently supported.
<input name="field" ...>
For the same reasons as iFrames, we discourage the use of AJAX on web forms to be mapped. While it is possible, it requires additional scripting to be created by the form’s owner.
Flash does not function at all with our web form mapping.
Especially when testing, it’s important to be using a fresh version of the form page. If any changes are made, to the form or the Web Form Mapping, make sure to force a refresh in your browser (usually Ctrl+Shift+R).
These can be responsible for interrupting the capture operation.
When troubleshooting, it’s sometimes necessary to reproduce an issue on multiple browsers to identify the source.
It can also help to try private browsing, as this ensures incorrect values aren’t stored or joined together (particularly when testing).