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.

Don't see the changes in the preview?

Just click the Refresh button above the preview window

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: