Add and Customize Leadwall Fields

After you have created your Leadwall form, you can now begin to build the fields of your Leadwall form. 

The Leadwall Form Builder has many custom field options that give you the flexibility to ask any questions you need for your sales process, as well as send hidden data to your CRM and Marketing Automation tools. You can use as many fields as you like. To add fields, simply drag and drop the field type you want onto your form and then drag to rearrange the order.

Image and video hosting by TinyPic

Email Address will always be a default field within your Leadwall form so we’ve put it in there for you.

Popular Fields: These basic fields below are the most common requests for information.

- First Name

- Last Name

- Company

- Phone Number

Custom Fields: give you the flexibility to ask any questions you want and tag your form with hidden fields to capture additional data.

- Text Field

- Dropdown

- Check Boxes

- Hidden Field

Required Fields: To the right of each field, you can select whether the field is required for submission. 

Custom Field Details

Text Field 

The text field enables you to ask a question with a free form, text input. This is the field type we used to create the popular fields. Image and video hosting by TinyPic

Dropdown

 The dropdown field lets your viewers select one option from many.

To create a dropdown, enter your questions and the possible options. Separate your options by commas ( , )Image and video hosting by TinyPic

Formatting tips to send data to your CRM and Marketing Automation applications:

Many CRMs and Marketing Automation applications require specific formatting to receive data. Specifying a value allows you to send the correct data while presenting the option in a user friendly way.

Specify what value you want to send to your database with double colons ( :: ) placed after the value.

- The value before the double colons is the value sent to the database.

- The value after the double colons is what is presented to the viewer.

- If you don't use double colons and just commas, the database receives the data as it was presented.

In our example above, we have put double colons before the phrase "Select One" and we have left the value before the double colons blank. This means that if someone selects "Select One", no value is sent to the database, so the viewer will be prompted to select a different answer if the question is required.

Tips:

1) It is a good practice to start your Dropdown with a prompt like "Select One" or a line of dashes. Be sure to put double colons (::) before this prompt to make sure your viewers are not allowed to select this option if the question is required.

2) Want to insert a list of country or State/Province options? Visit this Support Page.

Checkboxes

Checkboxes present multi-select options. You can use one check box for a newsletter Opt-in, for example, or multiple checkboxes to poll your viewer.

Separate your options by commas ( , ). Again, if you want to send a different value to your database, add double colons before the option and specify the value.

Multi-Select Checkbox Setup:

Image and video hosting by TinyPic

Newsletter Opt-in:

This is how you could format an Opt-in for your company's newsletter:

Yes::I would like to receive our monthly newsletter. 

Default Checkbox ‘Yes’:

You can default the checkbox to be checked ‘yes’ to help increase your conversion rates of a newsletter opt-in for example.

In the value for the check box from the above example, simply add *default*

Yes*default*::I would like to receive our monthly newsletter.

Image and video hosting by TinyPic

Hidden Field

Hidden Fields allow you to tag your form with data to collect additional information about the lead that they cannot see. This information is available in your CSV lead downloadable report within Vidcaster and can be passed through to your database in one of Vidcaster’s CRM or Marketing Automation integrated systems. If you are using one of our integrated systems, you automatically tag your forms with Vidcaster as the Lead Source. 

Image and video hosting by TinyPic

Basic Hidden Field Data Vidcaster recommends for all Leadwall forms:

Regardless of being integrated with one of our Marketing Automation systems, we recommend you add this hidden data to all Leadwall forms.

           

- Video Title

- Video Category

- Video URL

- Timestamp of Captured Lead

 

To do this:

1)    Drag and drop a Hidden Field into the bottom of your Leadwall form.

2)    Enter the name of the field you want to display in your Vidcaster CSV lead report and to send the information to your Marketing Automation system. In our example, this is the Description field.

3)    Insert the value to capture desired data points, for example:

 

Video Title: "{{video_title}}" Video Category: “{{video_category}}” Video URL:"{{ video_url }}" Timestamp: "{{metric_timestamp}}" 

 

Tip: Hidden fields do display as blank, extra space on your Leadwall form so it’s best to group data points you want to capture into one fields.

 

 

FREQUENTLY ASKED QUESTIONS

Why does my form have a scroll bar?

If your form is long, your viewer will see a scroll bar to access the rest of the questions. Limiting the Leadwall to the dimensions of the video player allows the form to remain with your video when it is embedded on your own website or a 3rd party site, such as a blog.

Why is there blank space between my form fields and the submit button?

Most likely, you have inserted several Hidden Fields to capture additional data about your lead. To reduce the amount of blank space, combine