We've been expanding the options in the "Lead Generation" element and have been adding the option to collect more information than the simple:
Now you have the option to add custom fields such as:
Hidden Field: for cases when you don’t want users to have to complete the custom field (it won’t be displayed for them), but you still want to gather & transfer some info (like “User Data” or “Time & Date”, for instance) to your email marketing service;
Text field: for cases when you want users to complete the field with a text;
URL: if you want your users to fill in a link;
While, when we only had the basic fields, it was easy for us to make sure that the email address was stored in the "Email" field of the email marketing service and the name field stored in the "First name" field, these additional fields can't be automatically mapped.
This means that you will have to make sure that the right information goes to the right field in your email marketing service.
This is called "Field Mapping".
Don't worry, it sounds more complicated than it is, and as usual in true Thrive Themes fashion, we made sure you don't have to handle any code!
So let's have a look at the steps involved to map a field type from the "Lead Generation" element to your email marketing service field.
Step 1: Create a New Text Field in Your Email Marketing Service
In order to link the custom field from your “Lead Generation” element to a field in your email marketing service you need to make sure that first, there IS a field to connect to.
That's why step 1 is creating the field in your email marketing service. Make sure that the new field you are creating is a "Text" type field because that is the one supported with our custom field integration.
Unfortunately, this is slightly different for each email marketing service.
But here are the tutorials for the email services we currently provide custom field integration for:
Add a Field in MailChimp (go to "Add and Delete Fields in the Audience Settings)
Add a Field in ActiveCampaign (also enable the "Visible on forms" option for the field)
Step 2: Connect the Service Through API
If you haven't done so already, connect the email marketing service through API with the Thrive Themes dashboard.
Step 3: Add a Connection to the Lead Generation Element
When you click on the "Add Connection" option of the “Lead Generation” element, you'll now see the email marketing service you have previously connected through API.
If you need detailed instructions you can find them here.
Step 4: Select a Custom Field Type
With the “Lead Generation” element selected, in the "Form Fields" section, click on the "+Add new" option. Then, choose one of the custom field types.
For the full instructions, click here.
Step 5: Select the Custom Field You Previously Created in Your Email Marketing Service
Now, one final step: under field mapping, select the custom field you previously created in your email marketing service.
That's it! You will now be able to use the information stored in the custom field in your email marketing efforts.