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Adding a Custom Field to Web to Contact Form

I am using a Web to Contact form to capture subscribers to my newsletter.

I have a custom field in the contact record to identify the source of the contact, and I would like to automagically fill that field with a predefined value (such as 'website signup'), when someone enters their contact information in the web form. But apparently you can't access custom fields through the Insightly web form designer. Is there a way of editing the script that Insightly generates to add the custom field value into it?

If that is not possible, any ideas on how we could programatically change that field once the new record comes in? Right now when we get a notification of a new contact record, someone manually edits the record to change the value.

And it doesn't have to be a custom field, we could just as easily use a tag, if that would be easier.

Any ideas would be greatly appreciated!

Ron 

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Comments

16 comments
  • Official comment

    Hello, everyone, this feature has been delivered. Insightly web forms now support custom fields.

    Here is an article on how to work with your web forms: https://support.insight.ly/hc/en-us/articles/204248000-Using-Web-to-Contact-or-Web-to-Lead-webforms

    Thanks for your votes!

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  • Hi There Ron:

    There isn't a way to capture Custom Fields through the Web to Contact form but you can add information that will be added to the 'Background' information of the record.

    For instance, if you add the field

    <Input type="text" name="favoritecolor"/>

    and a user submits the form entering the value "blue", then the Insightly contact will be created with additional information in the background field

    favoritecolor: blue.

    This should help you capture the info even if it isn't in a Custom Field :) 

    Another customer has actually added this to Product Feedback, please feel free to vote it up to be added! - http://support.insight.ly/hc/communities/public/posts/202808214-Web-to-Lead-Forms-Custom-Fields-Please-?locale=en-us

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  • Hi Lyla, 

    OK, that would help. 

    I haven't tested your example yet, but if I understand correctly, it will add another field in the form for the user to enter the color. Is there a way of defining it so it would default to a value, without displaying the field on the form? 

    For example, in this case I would want to add the value "Leadsource: Web form" to the background field. But I don't want to make the user enter the words 'Web form", I would like it to be a default value. There must be a way of setting a field to a default value without displaying it, unfortunately I don't know enough about scripting code to know how to do it.   

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  • I figured out the format for setting a value while keeping it hidden: <Input type="hidden" name="favoritecolor" value="blue"/>

    This adds 

    favoritecolor: blue

    To the background field, while keeping it hidden from the user so it does not appear in the signup form. 

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  • Lyla,

    Thank you for sharing this information about any additional field information being placed into the "background" field for the contact. I had not integrated the Insightly web-to-contact form into our site because I need much more information then the basic contact info. Though i would like to have it populate custom fields automatically, just being able to capture it in some way is a good start.

    For reference in this request, I ran the following test:

    1. I visit the Web to Contact page in my settings and grabbed the basic form HTML
    2. On a new test page on my server, I included that HTML.
    3. Next, I added 5 new fields: 4 textboxes and one textarea.
    4. When I submitted the form, all 5 fields were added to the contact as Lyla mentioned.

    Here is a screen shot of both my test page and contact:

    Pretty useful. Without being able to capture more, the form was rather... well it was not very useful for what I need to collect.

    Is this same functionality available within lead  and opportunity forms?

     

    UPDATE: I tested the Web to Lead form, adding additional fields, and they are not captured within the new lead.

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  • Thanks for sharing this @Ron and @Jeff! This will be super useful for other customers ;)

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  • Lyla,

    Can you confirm if there is a way or not a way to capture custom/additional data within the Web to Lead form?

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  • Hi Jeff,

    There isn't a way to capture the data in Web to Lead form either. Looks like there might be a need for this to be suggested in the  Product Feedback!

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  • Lyla,

    I thought I had already put one in. Maybe not? There is no way for me to follow up on what I have already shared (or not yet shared). I will put in a feature request now.

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  • Hi Jeff,

    There is a way to see all the posts and comments you've left in our community. Just go to your profile drop down and click My Activities. Then click the Contributions tab. Your posts and comments are hyperlinked so you can easily return to any conversation you've left (especially useful if you didn't follow the post). You can also manage the items you're following in My Activities too. I use My Activities a lot! Hope that helps.

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  • Yup .. I use those all the time. Lyla mentioned a new feature request. Those go to a google form ( http://goo.gl/forms/XthkNjgPUO), and I am not sure that I can ever see them again... which is what my comment above was in reference too. After the first few that I submitted, I never heard back that Insightly received them, or even cared about them, so I stopped filling out the form. But if I was able to see them, I would know what i have and have not shared.

    Edit: Looks like Lyla was referencing a different section of this site and not specifically the Feature Request form. I know in the past, I have been directed to the feature request form over posting in the community only. I'll go do that another time.

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  • Yes Jeff, thanks! I was referring to Product Feedback found right here in our Community :)

    If you see something you agree with you can vote it up to let us know that you want that feature too. 

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  • Hi Maria,

    Thanks for the update, I had a look at the article link and it doesn’t show a working example.

    I would like to know what code I need to add to the HTML form to achieve one of the following:

    • I would like to create a hidden field that will allow me to identify which form the user has completed.
    • The correct code to automatically assign a tag to every form submission

    I have multiple forms on my website and the default tag “web contact” is not detailed enough.

    I hope you can help.

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  • Hi Tony,

    Our forms are not set for this level of customization you're needing for hidden fields or to assign tags. To get this kind of functionality, you may need to work with a web developer who can assist you with using the API and/or possibly adding another integration as well. You can share your suggestions and feedback under Ideas and Suggestions.

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  • Hi Nora,

    Thanks for getting back to me.  So If I am using multiple webforms on my website how can I distinguish the source web form that the lead came from?

    How can I communicate the leads that I am receiving if I don't know where they came from?

     

    Thanks.

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  • Hi Tony H:

    You can select a different Lead Source for each form when it is created.

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