How it works
Click save at any point to have an updated view of your Smart Form.
> Step 1: Add your title, text and images
Add your text, logo and header images (select text with the mouse if you would like the formatting toolbar to appear).
You can include content blocks which gives your users more information through images (appears in a carousel on mobile).
> Step 2: Start adding your questions
Start adding your fields and you will have a selection of Driftrock Fields (you also have the option to add a new custom field). Once you have selected your field, you have the option to change the question text.
> Step 3: Add consent information you would like your user to view
> Step 4: Customise your thank you page
> Optional: Add tracking pixels to your form
> Optional: Add static fields to the form
Using static fields allows every lead to have a hard coded field that will be attached to every lead a user submits.
Once each static value has a DR field, these fields will be mapped to a CRM field in the next stage.
> Optional: Transform incoming Driftrock fields
You have the option to transform the values for an incoming field using a lookup table. For example, if you wanted to convert a range of model names to numerical IDs, you would set up a transformation field.
Now that you have created all the fields while building your form, you can now map them to your CRM. Head to the Source section and select the CRM system you use.
Now that you have built and customised your form, the final stage is to map your Driftrock fields to your CRM. Head over to the Destinations section and select your CRM.
> Step 1: Select your destination & environment
You will be given the option to select a new destination where you will choose your CRM platform. Your Driftrock fields will appear, start mapping them to your CRM fields.
Once you’ve mapped all your fields, enable the capture by switching ‘Sync enabled’ on at the top of the page.
Note: Once you have finished setting up your smart form, head back to your lead captures and activate the sync.