You’re offline. This is a read only version of the page.
5
I'm trying to generate leads from an external marketing form, in my case it is a two step registration page. So technically it is a one marketing form split between two pages. How do I connect the information taken from two pages into one lead contact?
Hi Ani,
Do you mean the whitelist name could be only your domain root name? and actually your two forms are hosted on 2 different pages?
Such as mylandingpage.com/linka to form a and mylandingpage.com/linkb to form b? However, page url in each form's Insights data show same domain?
There is no customization for whitelist name, it could only be set to domain root name,
you should host form b on another domain server to avoid it.
I have another thought with only one marketing form and one website, but make sure javscript is supported on your server:
1. Create a custom HTML form on page a, with basic fields.
2. We store submitted data by localStorage.setItem function, and redirect users to page b, those could be all completed at form on submit event.
3. User now is navigated to page b/form b, populate form b fields(real marketing form) with data that are previously saved on page a.
4. Finally a new lead is created in crm.
Please let me know whether it could meet your requirement.
Regards,
Clofly
oh and I forgot to mention. When creating the second marketing form for the second step page, when inserting the URL, the program perceives the link the same as the url for the first-step page. But in reality the URL-s are different. Does it have to do something with dynamics or is it fixable from our page's side?
I am sure we can get the specific working, as long as the high level action plan makes sense.
Keep us posted.
Hi @ani panch,
In a marketing form once you click submit it will create/update your lead/contact. So you can't just have 1 form across 2 pages.
You might want to :
1. Embed Form A on page 1. On submit this will create the lead.
2. Embed Form B on page 2.
3. On Form B, add hidden field(s) that pinpoint the lead record uniquely, lets say email address, or a combination between email and last name. Hide the fields and pre-populate them.
4. Add the same field combination as a matching strategy to your Form B.
This way when they submit the 2nd form, the system will recognise the fact the record already exists and add the new information to it.
It's a good use case. Let me know how you get on.
Thanks,
-DD
#1
André Arnaud de Cal...
292,031
Super User 2025 Season 1
#2
Martin Dráb
230,868
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
