Connecting your form to Benchmark E-mail
By connecting your form to Benchmark E-mail, you can add any submissions you receive straight to Benchmark E-mail as a subscriber.
This article will explain how to connect your form to Benchmark E-mail.
* Note: to integrate a form with Benchmark E-mail you MUST collect an e-mail address.
Firstly, on the Connect page of the form builder, choose Highrise from the list and click Connect.
If you haven't added a Benchmark account before, a form will appear (if you have already added an account, a list of your Benchmark accounts will display instead).
The form has a couple of fields:
- Account Name - This is just for your reference so you can separate one account from another.
- API Key - This is your Benchmark E-mail API key. To find your API key, follow these instructions.
Once you are ready, click 'Add Account'. You will be takent to the Settings page.
The Settings page is where you can choose how Benchmark will handle your form submissions.
The options are:
- Subscriber List - A dropdown menu to choose which list from your Benchmark E-mail account you wish to add new subscribers to. This will automatically populate with the lists currently in your Benchmark E-mail account.
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 custom field' option in the dropdown.
A form will appear - give the field the same name as your custom field in Benchmark E-mail, then click 'Add Custom Field'. 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.