Now you can integrate this tool with most Email Service Providers and CRM's by using the HTML form they provide. Here's how.

New Feature Demo & Training: HTML Form Integration For Social Media Campaigns

Introduction

We are excited to announce our new HTML form integration feature for Social Media Campaigns. This feature extends our integration capabilities, especially for those using an Email Service Provider (ESP) or Customer Relations Manager (CRM) not previously integrated with our software.

Setting Up HTML Form Integration

Step 1: Integration Screen

• Navigate to the Integrations screen from the top navigation.
• You will see a new option, HTML Form Integration.

Step 2: Prepare Your Form

• Access your ESP or CRM dashboard.
• Go to Landing Pages and Forms.
  • Note: The process may vary based on your provider. Consult their support if needed.

Step 3: Embedding the Form

• Choose the form you wish to integrate.
• Select the Embed option, focusing on HTML rather than JavaScript.
• Copy the entire HTML code of the form.

Step 4: Paste HTML in Software

• Return to our software.
• Under HTML Form Integration, paste the copied HTML code.

Step 5: Extract and Map Fields

• The software will parse the HTML and extract fields like first name and email address.
• Map these fields to corresponding fields in the software database.
• Note: Ignore fixed-value fields as they are automatically handled.

Step 6: Integration with Campaigns

• In your campaign settings, select the HTML Form as your submission form.
• This will map the campaign to your ESP or CRM via the HTML form.

Additional Steps for Complex Forms

• For more complex forms (e.g., webinar sign-up forms), you might need to extract HTML directly from the page source.
• Copy the HTML form tags from the source and paste them into the software.
• Map the relevant fields as previously described.

Summary

• Simplify your form: Avoid using overly complex forms. Tailor your form to only include necessary fields for your campaign.
• Support: If you encounter any issues or have questions, our customer support team is here to assist you.

This integration feature bridges the gap for those whose ESPs or CRMs were not directly integrated with our software. It allows for a broader range of integrations and provides flexibility in managing your campaigns.

This format provides a comprehensive guide for users to utilize the new HTML form integration feature effectively, ensuring they can integrate a wide range of ESPs or CRMs with our software.