Configuring External Forms

LeadCenter.AI External Forms are the forms that are created to integrate 3rd Party forms. To configure the external forms firstly you need to register your domain website with LeadCenter.AI to track browsing history and secondly register the form in your website in LeadCentre.AI by creating the external forms.

Registering a New Domain

To register a new domain, do the following:

1. On the LeadCenter.AI, go to Setup > Lead Capturing > Custom Domains
2. Click on the Register New Domain button
   
   
   
   
3. Enter the domain name and click on Register New Domain.
   Note: Domain name without HTTP or HTTPS prefix

The new domain will be registered and will be listed on the Custom Domain page.

• To integrate the newly registered domain with LeadCentre.AI, click How to integrate? button.
  
  
  
  
• Copy the Javascript code that is shown in the popup and on your website paste the code at the bottom of the page, just before the closing of the body tag.
  Javascript Code Example:
  
  
  
  
• Log in to your website and include the copied code on all pages as a header. There are multiple ways to do this. See: How to easily add javascript to WordPress pages and posts.
  Once it is completed, your browsing history tracking should be started. For now, you can verify it by checking the browsing_history table manually.
• To deactivate the new domain click on Deactivate button.
  
  
  

Registering an External Form(for your Website in LeadCenter.AI)

To register a new external form, do the following:

1. On the LeadCenter.AI, go to Setup > Lead Capturing > External Forms
2. Click on the Register New Form button
   
   
   
   
3. In Step 1, in the Basic Details section enter the following fields:
   
   
   
   
   • Title – Enter a name to identify your form in LeadCenter.AI
   • Custom Domain – Choose the domain registered Registering a New Domain section.
   • Form ID or CSS Selector – Enter the unique form ID or CSS selector to identify the form.
     Example for unique form ID:
     
     
     
     
4. In Step 2, in the Tracking section enter the following fields:
   
   
   
   

Field	Actions
Lead Source	Choose the Leads generated which will show under the source selected.
Campaign Source	Enter the campaign source for example; google, newsletter etc.
Campaign Medium	Enter the marketing medium for example; CPC, banner, email etc.
Campaign Name	Enter a campaign name like the Product, promo code, or slogan (e.g. spring_sale).
Campaign Term	Enter a campaign term to identify the paid keywords.
Campaign Content	Enter campaign content to use for differentiating ads.

• In Step 3, Review & Save section, review it and click Save Changes.

Your new form will be registered and will be displayed on the External Form page.

• To integrate, click How to integrate? button
  
  
  
  
• Copy the Javascript code from the popup
• Log in to your website and include the copied code on all pages as a header. There are multiple ways to do this. See: How to easily add javascript to WordPress pages and posts.
  Once done, your form submissions will be displayed in the LeadCenter.AI

Managing an External Form

To manage external forms, do the following:

1. On the LeadCenter.AI, go to Setup > Lead Capturing > External Forms
2. To edit the external form,
   • Choose the external form to be edited and click on Edit
     
     
     
     
   • Edit the form and click Save Changes.
     
     
3. To map the external form,
   • Choose the external form to be edited and click on Mapping
     
     
     
     
   • Edit the mapping-related changes and click Save Changes.
4. To deactivate the external form, choose the external form to be edited and click on Deactivate