By integrating your form with Benchmark E-mail, you can add any submissions you receive straight to Benchmark E-mail as a subscriber.
This article will explain how to integrate your form with Benchmark E-mail.
* Note: to integrate a form with Benchmark E-mail you MUST collect an e-mail address.
On step 3 ('Sync') of the form wizard when editing or creating a form, choose Benchmark E-mail from the list of available integrations.
A button will appear telling you to add a Benchmark E-mail account. Click it and a form will appear. (If you have already added an account, a drop down menu will appear asking you to choose which Benchmark E-mail account you would like to use.)
The form has a couple of fields:
Once you are ready, click 'Go'. A new set of options will appear:
These options are:
If you change any of these values they will automatically save.
Beneath these options you will find the field mappings:
On the left is the field as it is in CreateForm, in the dropdown menu is the field you want to link to in Benchmark E-mail. CreateForm will try to map certain fields automatically, but you will need to check that these are correct.
If you have a custom field in Benchmark E-mail which you wish to use instead of the pre-made fields, click the 'Add' button for the CreateForm field you want to send to Benchmark E-mail. A form will appear:
Give the field the same name as your custom field in Benchmark E-mail, then click 'Add'. Do this for each custom field you have.
That's it! Your form is now integrated with Benchmark E-mail. Because each form and each Benchmark E-mail account is different, we highly recommend that you test the integration by filling out your own form several times to ensure all the data goes to the place you want it.