Using Outbound Forms

Relevant to: Demand Acceleration Platform

If you are connecting Eloqua, HubSpot or Pardot, see dedicated articles about using Outbound Forms to post into these systems.
1. Connecting to Eloqua	1. Connecting to HubSpot	1. Connecting to Pardot
2. Setting up an integration with Eloqua	2. Setting up an integration with HubSpot	2. Setting up an integration with Pardot

Use an Outbound Form integration to create almost any kind of post-out to your Marketing Automation/CRM system. This method is ideal if:

The Demand Acceleration Platform does not offer a native integration with your system.
You need to use URL Encoded format. If you need to use another language or format (such as XML or JSON), you are advised to set-up an integration using HTTP Raw.

Setting up an Outbound Form integration

1. In the Demand Acceleration Platform, click the Settings icon.

2. Click on the Integration Hub and scroll to the Integration Library. Click the + button on the Outbound Form tile.

3. The integration configuration modal will appear.

Within the Outbound Form - Configuration modal, complete the following:

Field		Description
Name		Enter a name for your integration. This is just to help you identify it within the Demand Acceleration Platform and can be anything you like. If you will be connecting multiple instances, use a naming convention to help you distinguish them.
URL		Paste in the Post URL value from your Marketing Automation or CRM system where you will be posting leads.
Headers		Enter any necessary Headers - typically, these are information such as authorization or security tokens, though this is dependant on where leads are being posted. For example, if posting to Eloqua: Key = Content-Type Value = application/x-www-form-urlencoded
URL Encode Request		The purpose of this checkbox is to ensure certain special characters pass into and display within your system properly. This box may or may not need to be checked according to your Marketing Automation or CRM system.
Schema		Add your system Field Names. You can bulk copy and paste these from Excel, with each field on a new line into this section.

4. Once completed, click the Integrate button to save and create your new integration.

You will now see your Outbound Form integration as a tile in the System Integrations section at the top of your Integration Hub page.

If any changes need to be made (such as if additional fields are added), you can open this modal to adjust the integration settings. Click the Settings icon.

The Demand Acceleration Platform is now connected to your system.
See below to configure the integration for Campaign/Source .

Adding an Outbound Form integration to a Campaign/Source

1. In the Demand Acceleration Platform, go to your Campaign/Source and navigate to the Integrations tab. Click the Add Integration button.

If you can see an Outbound Form tile here, an integration has already been added to the Campaign/Source. Proceed to Configure your Outbound Form integration.

2. You will be presented with the Add Integration modal.

Here there are two options:

Option 1: Create a new Campaign/Source integration – Start from scratch! This will essentially create the basic integration with each field currently on the fields tab. You can then map to your desired Marketing Automation/CRM system fields and add any additional details as needed.
- This option is most helpful when:
  - You or your team are new to the Demand Acceleration Platform.
  - You haven’t built any Campaign/Sources with a similar set up.
  - You are using very few fields or unique fields within this Source (eg. in Social or Webinar Sources, which have fewer, more specific fields).

Option 2: Load From Existing – Start from something similar! This will make an exact copy of an existing integration from another Campaign/Source. Once loaded, changes can be made for the new Source.
- This option is most helpful when:
  - You already have an existing integration that used similar fields and set up details (eg. existing builds from the same team, region, program).
  - You are creating multiple Sources that use the same Social or Webinar form fields.
  - You have complex routing rules that you would like to copy and manually check the Source fields and details match.

Decide which option works best for your build; instructions for both are outlined below.

Option 1: Create a new Campaign/Source integration

1. In the Add Integration pop-up modal, select your Outbound Form Integration from the available list.

2. This is now listed as an integration with a visible tile. Proceed to Configure your Outbound Form integration.

Option 2: Load From Existing

1. In the Add Integration pop-up modal, select the Load From Existing button.

2. You will then be presented with a list of the existing Campaign template integrations to choose from. If you wish to switch to view your Source Integrations, use the Showing Campaigns button and select Source from the dropdown.

3. Click the desired Campaign/Source integration and select the integration from the dropdown in the Integration Name column. Then click the Load Integration button.

This will load a copy of your existing integration to the new Campaign/Source, which you can adjust accordingly.

Proceed to the Configuring Your Outbound Form Integration section below for more details.

Configuring Your Outbound Form Integration

Once an integration has been added to your Campaign/Source, you need to configure some key elements to define how lead data is sent to your Marketing Automation/CRM system.

1. To open your integration, hover over the Outbound Form tile and click the Settings icon.

2. Move through the sections below to configure your integration according to the needs of your Campaign/Source.

Be detailed and thorough in your set up and always test before allowing live lead flow.

Profile Settings

This section displays the credentials added when you when you set up an Outbound Form in the Integration Hub. You can update the Name of your integration but will need to revisit the Integration Hub to alter any other credentials.

Settings Field	Description
Integration Name	Displays the name of your integration and is editable.
URL	Displays the Post URL value of your Marketing Automation/CRM system.
URL Encode Request	This box may or may not be checked depending on your system needs.

Field Mapping

One of the most important pieces of your integration, this section determines where data will be sent in your Marketing Automation/CRM system. Click the dropdown arrow to expand and view this section.

Full instructions and customization capabilities are outlined in the Integration Field Mapping article.

The first two columns that you see here are used to match Campaign/Source fields in the Demand Acceleration Platform with those in your connected Marketing Automation/CRM system instance.

Field column

Represents the Campaign/Source fields in the Demand Acceleration Platform, which have data incoming from a particular channel (eg. Content Syndication comes from Media Partners, Social comes from your social form).
The name displayed here corresponds to the Field Name section on the Fields tab.

Output column

Represents the system fields in your Marketing Automation/CRM, where you wish to send the field data into.
These are the field names added to the Schema section when you set-up an Outbound Form in the Integration Hub.

For example:

Field (Campaign/Source field)	posts to	Output (Marketing Automation/CRM field)
first_name	posts to	firstName
last_name	posts to	lastName
email	posts to	email

The other columns in the integration page can be used for additional data configuration options:

Custom column

This column opens a text box to allow you to add additional details like static text values, available token data or advanced coding (liquid markup) to your outbound lead data.
Some common examples are illustrated below, but this can be used in many customizable ways so visit our Post Out Enhancements section for more details.

List Name column

This column pulls directly from the Fields tab to show you the list that is being used (if any) to standardize inbound data on the corresponding field.
If you need to translate an incoming list value into something else, you can use a mapper prior to sending to your Marketing Automation/CRM system (see the next point).
Visit the Lists & Mappers section to learn more about lists.

Map column

This is where you select the name of the list mapper you wish to apply (if any) to map to alternative list values before sending data into the specified system field.
Visit the Lists & Mappers section to learn more about mapping values.

Read more about how to map fields in Integration Field Mapping.

Finalize & Save

Once your integration set up is complete and all fields are mapped, click Save.

Testing the integration

It is really important to test your integration before you start collecting leads. It is advisable to work closely with your Marketing Ops team for this as you will need to check that sample data is posted into your Marketing Automation or CRM system.

For instructions on testing your integration, see Testing an Outbound Integration.

The integration has been added to your Campaign/Source.
The next step is to test the integration.

Testing an Outbound Integration

In this article

Setting up an Outbound Form integration

Adding an Outbound Form integration to a Campaign/Source