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How To Link Web Forms Together

Here are the steps to use when linking multiple Web Forms together using the Hidden Field Snippet.




Create web form capturing information to be passed

 

  • Navigate to Marketing > Campaign Builder
  • Click on “Create my own Campaign”
  • Click on “Create my own Campaign”
  • Name the campaign
  • Drag the “Web Form Submitted” snippet onto the canvas
  • Enter the name of the form (for this article, Form A
  • Double click anywhere on the form, except for the red “x” or the form icon on the bottom left
  • Click into “Field Snippets”
  • Add the field(s) that need to be captured on the secondary form (e.g. Email)
  • Click on “Draft” in the top right to set the form to “Ready”
  • Return to campaign canvas

 

Protip: When linking multiple webforms you can turn off the captcha under the Web Forms "Settings" tab

settings captcha

Create a second web form that information is being passed to

 

  • Drag out a second “Web Form Submitted” snippet onto the campaign canvas
  • Enter the name of the form (for this article, Form B)
  • Double click anywhere on the form, except the red “x” or the form icon on the bottom left
  • Click into “Field Snippets”
  • Add the “Hidden” field snippet to the form
  • Select the field needed from the “Which field” drop down (e.g. Email)
  • Do not enter a value into the Field Value section
  • Click “Save”
  • Add whichever other fields need to be captured
  • Click “Draft” in the top right to change the form to “Ready”
  • Click into the “Code” tab
  • Click “Use the Hosted Version”
  • Copy the form URL

Passing contact information from Form to Form can only be done with the Web Form Hosted URL or Javascript. It will NOT pass information when the form is embedded with HTML Code or HTML code (Unstyled).

 

Set the Thank You Page on “Form A”

 

  • Return to main campaign canvas
  • Double click anywhere on “Form A” except for the red “x” for the form icon in the bottom left
  • Click into the “Thank-you Page” tab
  • Set the “Thank-you Page to Display” dropdown to “Web Address”
  • Paste in the copied URL into the URL section
  • Check the box to “Pass contact’s information to the thank-you page”

 

 

Copy “Form A” URL

 

  • Click into the “Code” tab
  • Click on “Use the Hosted Version”
  • Copy the form URL

 

Publish the campaign

 

  • Return to main campaign canvas
  • Click “Publish” in the top right
  • Click “Publish” in the checklist

 

Test the forms to ensure that information is being properly passed

 

  • Open a new tab/window
  • Paste in the URL for “Form A”
  • Enter values into all of the fields
  • Submit the form
  • Enter any values on “Form B”
  • (Optional) Right-Click > Click "View Source" > followed by Ctrl+F and search for the contacts email address, which will confirm the information is being passed from Form A to Form B
  • Submit the form
  • Return to application
  • In the quick search in the top right, search for the name/email address you submitted on the form
  • Click on your contact record
  • (Optional) If not defaulted, click on the “Tasks” tab
  • Scroll to the “Form Submissions” section above the “Recent Email History”
  • Ensure that both Form A and Form B were recorded on your test contact record