Form Integrations

Overview

Form Integrations allow you to automatically send form entries to third-party services. Once an integration is enabled, all new entries are submitted to the configured service.

Note: Pre-existing entries are not retroactively submitted.

Getting There

1. In the Campaign Builder, click the widget settings icon on your Form Container.
2. Open the Advanced section using the link on the left.
3. In the Integrations subsection, click the Configure Integrations button.

In the Integration Settings pop-up, choose the integration you’d like to establish:

• Google Maps
• Mailchimp
• Webhook

Google Maps Integration

What Does It Do?

Google Maps integration allows your form to auto-suggest and auto-fill entrant addresses as they type into the Address 1 field.

Setup Notes

• Requires a standard Address 1 field in the form to work.
• Entrants must click on a suggested address to auto-fill the remaining fields.
• A Google Maps API key is required (not provided by ShortStack). Refer to Google's Use API Keys documentation for details.

Settings

• Profile Name: Name your Google Maps profile.
• Profile Description: Optionally describe the profile for better organization.
• API Key: Paste your Google Maps API key here.

Mailchimp Integration

What Does It Do?

Mailchimp integration adds entrant details to a selected audience in your Mailchimp account, streamlining your email marketing campaigns.

Setup Notes

• A boolean checkbox field (opt-in) and an email address field are required on your form.
• Missing these fields will display warnings during setup.

Settings

• Enable Integration: Check this box to activate the integration.
• Mailchimp API Key: Add your API key (found under Account > Extras > API Keys in Mailchimp).
• Mailchimp Audience: Select the audience where entries will be sent.
• Opt-In Checkbox: Choose the checkbox field for newsletter opt-ins.
• Subscriber Notice: Select a Mailchimp notice to send to new subscribers.
• Tags (Optional): Map a ShortStack field to Mailchimp tags for better audience segmentation.

Field Mapping

• Mailchimp Label: Displays your Mailchimp fields.
• Mailchimp Type: Lists how Mailchimp classifies the field.
• ShortStack Field: Use dropdowns to map ShortStack fields to Mailchimp fields.

Webhook Integration

What Does It Do?

A webhook passes collected data from your ShortStack form to a third-party service. While writing a webhook requires coding knowledge, tools like Zapier simplify the setup.

For step-by-step guidance, refer to the Setting Up a Webhook with Zapier help doc.

Choosing/Adding a Profile

1. Choose an Existing Profile:

   • Select a profile from the list and click Select.
   • Use the icons to edit or duplicate the profile as needed.

2. Add a New Profile:

   • Click Add to open the Webhook Profile Details pop-up.
   • Configure the profile as outlined below.

Settings

• Profile Name: Name the webhook profile.
• Profile Description: Add an optional description for clarity.
• Webhook URL: Paste the URL generated by your webhook tool (e.g., Zapier).
• Content Type: Select either application/x-form-www-urlencoded or application/json (usually pre-filled).
• Secret Key (Optional): Add a key for secure integration.

Field Mappings

• Map fields to pass data to the webhook.
• Add or remove fields, rearrange their order, or edit field details.
• Click Save to finalize settings.

Troubleshooting Integration Issues

Common causes of integration errors:

1. Field Mismatches: External service fields have changed.
2. Missing Required Fields: The ShortStack form doesn’t collect a required field.
3. API/URL Changes: External service credentials or URLs have changed.
4. Service Downtime: The external service is inaccessible.

Identifying Errors

1. Go to Lists in the main menu.
2. Click the list name to view entries.
3. Look for entries with a warning icon. Click the icon for error details.

Adding a Webhook Token

If required by your CRM, follow these steps to add a webhook token:

1. In Field Mapping, click Add One Field.
2. Select Set Constant in the Type dropdown.
3. Paste the token into the Constant Value field.
4. Name the field WebhookToken in the Output Field Name field.
5. Click OK.