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Integrate Unbounce Form with Lasso

Integrate Unbounce Form with Lasso

In this article

Need-to-Knows about Integrating Unbounce Form with Lasso

Your Lasso Client Director will provide you with a Data Collector Client ID, username and password, along with a Domain Account ID if you are implementing website tracking in Lasso. You will need this information in order to create a Webhook that will post lead capture data to your Lasso project. A WebHook is a push notification from the Unbounce server to Lasso. Every time someone submits data from your Unbounce form, the WebHook will post the data to your project in Lasso. 

Also, please refer to Accepted Field Names for instruction on naming fields.

Note: It is not currently possible to create a follow-up email for form submissions in Unbounce. However, if you integrate your Unbounce account with MailChimp (you must have a MailChimp account), you can set up an email responder in MailChimp. For more information, please refer to the Unbounce article Integrating with MailChimp.

Create Form

1 - Make sure you have the following information from your Client Director before you begin:

  • Data Collector Client ID
  • Username and password
  • Lasso Project ID
  • Accepted Field Names
  • Domain Account ID if applicable
  • Question and Answer IDs if applicable

Warning: Please ensure that your password does not contain special characters as this will result in an error.

Note: Your Lasso Project ID can be found in the Project Admin Center under View Registration Page.

2 - Log into Unbounce.
3 - Click Create New Page.
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4 - Click Landing Pages, and then click on a template to select it OR click Start with a Blank Page.

5 - In the Choose a name field, enter a name for your form.

6 - Click Start with this Template.

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7 - If you started with a blank page, click on the Section tool and drag to the center panel, adjusting the page size as needed. If you selected a template, skip to Step 9.

8 - Click on Form and drag into the newly created section to bring up the Design Your Form page.

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9 - In the Design Your Form page, click on the fields on the left to add them to the form. Include basic information from the Pre-defined Fields section and additional fields from the Custom Fields section as needed. (If you selected a template in Step 4, click on one of the fields in the form to open the Design Your Form page.)

Note: Check the box beside Required field to make fields like first name, last name, and email required on your form. A star beside the field name means it will be a required field on your form.

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All fields on the form must map to fields in Lasso. The basic fields are First and Last Name, Email, Phone Number, and Address. Questions that you add to the form will be automatically created in Lasso’s Question Center and mapped accordingly. Once you have created your form and it is submitting data successfully, you will see a new section in the Question Center entitled UnbounceQuestions. This will contain the questions you added to the form along with a Registration Page question which will identify the page in the registrant profile.

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Warning:

  • Mapped field names: Please do not change the mapped field name that is created by default as this may result in a transmission error. Field names must not  contain, spaces, brackets, or casing. For example, the field name for Primary Email should be primary_email, Home Phone should be home_phone, etc. Please refer to Field Names Accepted by Lasso When Submitting Registrations via Unbounce for acceptable syntax.
  • Multi-select answers:  If you create a field with checkboxes on the form and the first registrant who submits the form responds with only one answer, the question will be created as a single-answer question type. You will need to go into Lasso’s Question Center and change the Question Type to Checkboxes. If the first form submission contains multiple answers to the question, it will be added to Lasso as a multiple-answer question type.

Note: If you want to populate questions that already exist in Lasso, you will need to know the Lasso Question IDs. For the Field Name and ID, use the format ‘question_XXXXX’ with XXXXX being the Lasso Question ID. When adding the answers on the form, ensure that they match the answers in Lasso exactly, including case.

Example:

Let’s say the question ‘Are you working with a realtor’ is already set up in Lasso, and the answers are ‘Yes’ and ‘No’. If the Lasso Question ID is 31879, the Question’s Field Label would be question_31879 and the answer values would be ‘Yes’ and ‘No’. The answers would not populate into Lasso if they were ‘yes’ and ‘no’.

10 - Once you’ve added your questions, click Hidden Field.

11 - Enter project_id as the Field Name and enter your Lasso Project ID in the Default Value field.

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Note: The Lasso Project ID and Question IDs can be viewed on the View Registration Page Code page in the Project Admin Center. If you do not have access to the Project Admin Center, please contact your Lasso Client Director, who will be able to provide you with the Project ID.

14 -  If you would like specific Sales Reps to receive the Unbounce form submissions (i.e. put specific Sales Reps in Sales Rotation in Lasso), continue to the next step. If your form is complete, skip to Step 19.

15 - To assign the Unbounce registrants to specific Sales Reps, Sales Rotation must first be set up in Lasso’s Project Admin Center with a Page Name and Identifier. Please refer to instructions for assigning rotation for multiple registration pages. You will need the Page Name for the next step.

16 - Once you have set the Page Name in Lasso, you need to add it as a hidden field on the form called Registration Page Identifier. Click on Hidden Field.

17 - Enter registration_page_identifier as the Field Name and enter the Page Name in the Default Value field.

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18 - If you are sending an auto-reply email, add a hidden field to your form with the field name of thank_you_email_template_id, using the email template ID in Lasso in the Default Value field. 

Note: The email template ID is displayed in the address bar of your browser when you are creating or editing your template in Lasso.

template.gif

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19 - When your form is complete, click Done.

28 - Save your form.

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Add Webhook

1 - The next step is to add a WebHook that will push the data from the form to Lasso. This is where you will need your Data Collector Client ID, username, and password to create a URL. Click on the name of your form at the top.

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2 - Click on the Integrations tab and select Webhooks.

3 - Click + Add Webhook.

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4 - In the Choose a URL to POST form data to field, type the following URL, using your Data Collector Client ID, username, and password in the indicated places in bold font:
https://username:password@webhook.lassocrm.com/api/clients/Data Collector Client ID/leads/unbounce

Example
Username=regpage
Password=regpage123
Client ID=40
https://regpage:regpage123@webhook.lassocrm.com/api/clients/40/leads/unbounce
 
Note: Ensure that the protocol is https (secure) and not http (unsecure).

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Your fields should map automatically. You can check the mapping by clicking on Unbounce Form Data under Map Fields.

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5 - Click Save Changes.

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6 - If all is correct, you will get a message saying You have successfully updated your Webhook. Click Done.

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7 - Click Publish Page to make it visible to the public.

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8 - Review the information in the pop-up window and, if all is correct, click Publish Page again.

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9- Go to the form URL and submit a test to ensure that the form is correctly integrated with Lasso.

Add Website Tracking to Form

To add Lasso Website Tracking, you will need to add:

1 - Add a Hidden Field called domain_account_id and add the domain_account_id value provided by Lasso in the Default Value field.

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2 - Add a Hidden Field called guid and leave the Default Value field blank.

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3 - Click Done.

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4 - Click on the Javascripts tab at the bottom of the form.

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5 - On the Manage Scripts page, in the Script Name space, give the script a name such as Lasso Website Tracking.

6 - Copy the Lasso website tracking code found in the Project Admin Center, under Project Setup and Website Analytics, and paste into the space provided under Paste or type scripts below.

7 - Inside the brackets beside LassoCRM.tracker.track, insert your domain name as follows:

{hostname: 'yourdomain.com'}

Example: LassoCRM.tracker.track({hostname: 'www.skyview.com'})

8 - Click Save Code.

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Example script (X would be replaced with values):

<script src="//app.lassocrm.com/analytics.js" type="text/javascript"></script>
<script type="text/javascript">
<!--
var LassoCRM = LassoCRM || {};
(function(ns){
ns.tracker = new LassoAnalytics('LAS-XXXXXX-XX');
})(LassoCRM);
try {
LassoCRM.tracker.setTrackingDomain(“//app.lassocrm.com”);
LassoCRM.tracker.init(); // initializes the tracker
LassoCRM.tracker.track({hostname: 'yourdomain.com'}); // track() records the page visit with the current page title, to record multiple visits call repeatedly.
LassoCRM.tracker.patchRegistrationForms();
} catch(error) {}
-->
</script>

Note: The Lasso UID (LassoAnalytics('LAS-XXXXXX-XX')) would be replaced with the project's Lasso UID and the domain name (LassoCRM.tracker.track({hostname: 'www.yourdomain.com'})) would be replaced with the project domain name.