Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
Build lead capture forms by adding fields and determining validation settings in the Fields tab.
For most Campaign/Source types, adding fields to your Campaign will establish a template that will apply to any subsequent Sources that are associated. When setting up a Source, the fields will be predefined by your Campaign - you can add, edit and delete fields for the individual Source if needed.
| The options here will differ according to which Campaign/Source type and channel you're using. For more detailed information, reference the specific channel section. |
In this article:
Adding fields to a Campaign or Source
| Fields cannot be manually added to a Social Integrations or Webinar Integrations Source. Fields for Social Integrations and Webinar Integrations are managed on the Source level and are automatically generated by the connected inbound system. For more detailed information, reference the specific channel section. |
1. In your Campaign or Source, click on Fields.
2. Review the fields already populated in the Campaign/Source Fields area. To add new fields, drag and drop fields from the Field Creator Standard, Custom or Groups sections.
See Field Types & Validations for more details.
3. Click a field to open the field settings sidebar. Here you can change the field type, add validation and state whether it is a required field.
|
Field settings and validations will vary based on field type selected. |
Loading fields from an existing Campaign or Source
If you have an existing Campaign/Source with fields and validations that you wish to use in a new Campaign/Source, you can copy them by using the load from existing feature.
Adding fields from existing Campaign/Sources will only copy fields that are not already present in the new Campaign/Source according to the Field Name.
1. Click on the options icon and select Load Fields.
2. This will open the Load from Existing modal and display a list of Campaigns. Select the Campaign from where you would like to load the associated fields into the new Campaign/Source. Select the Campaign by clicking on the button outline, so that it turns blue and click Load Fields.
To switch and select from Sources instead, click on the Show Campaigns menu and select Sources.
Here you can select the Source from where you would like to load associated fields into the new Campaign/Source.
Removing a field
|
Fields can not be removed from a Social Integrations or Webinar Integrations Source. |
Hover over a field and click on the trash icon to remove it from your Campaign/Source.
Field settings
Open the field settings by clicking on the field that you would like to format.
The options that you can define in the field settings include:
| Option | Description |
| Field Question * |
The title of the field in the Campaign/Source. This is like your friendly field name that explains the purpose of the field. (eg. What is your favorite color?) Can contain spaces and special characters. |
| Field Name * |
The system/API field name that the Demand Acceleration Platform uses to recognize incoming field data. This is like your API/HTML field name that is used to collect individual field lead data and make system connections. It should be brief and kept consistent across your Sources for clean reporting. (eg. favoritecolor) Cannot contain special characters.
|
| Field Type |
Defines what type the field is: text, number, list, email, phone, date. See Types of fields for more details. |
| Linked To (select a lookup mapping) |
If you have Data Enrichment included in your subscription, select the appropriate linked field that will help inform enrichment. |
| Field Requirement |
Indicates that a field must contain a value for each lead uploaded in order to be accepted; switched on by default. Can also be turned on/off using the in-line toggle switches. |
| Validations | Set your desired field validations specific to field types. |
| * These options are locked for Social and Webinar Sources as they are pulled in dynamically from the connected inbound system. | |
Data Enrichment Fields
You will only see this option if you have Data Enrichment included in your subscription. See Data Enrichment section for more details and instructions.
|
Confirming the setup of this tab is part of your Campaign/Source build process. |
Recommended Reading