Ingesting Lead Data into your Consensus Public Link Lead Form

How to pull Viewer Data into your Consensus Public Link Lead Form

Consensus makes it easy to pull in previously submitted form data into your Public Link Lead form to automatically fill out and submit the form for your viewers. This creates a seamless experience for viewers while still allowing you to tie demo engagement to a specific Viewer. 

Create Your Public Link

• Navigate to Create Public Link within the left hand navigation

• Select the demo you want to use and fill out the required fields for your Public Link
  • NOTE* The fields associated with the Lead Capture Form you select will determine the data our system will look for

• Click Create Public Link to generate your Public Link URL and embed code

Copy your Embed Code w/ Snippet

• To pass parameters into your Consensus Demo, you will need to select the dropdown for “Copy Embed Code” and select “Copy Embed Code w/ snippet.

Customize Your Snippet Parameters

• Paste the embed code into your notepad, or tool where you can adjust the snippet to help us understand where we are pulling the field data from.

• The lower part of the code is the snippet where you can update where we will be pulling the fields from:

• The highlighted fields should be updated to reflect from where the data will be pushed into the Lead Form such as the data layer

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• Once updated, you are now ready to add the embed code and snippet to your webpage

Add your Embed Code & Snippet to your Webpage

• Start by pasting the embed code DIV on your webpage where you want the demo to show

• This can be within another div or lightbox, or anywhere you want the demo to show
• The iframe will be applied by the snippet when the data is passed to it

• Now just paste the Snippet Script into your webpage body

• Ensure the snippet fields have been updated to reflect where the data is pulling from

That’s it! Your demo is now ready to pull in the viewer data from your webpage to automatically fill out the Consensus Lead Capture form. 

Field Form Behavior

• If all Required fields are filled out by the data sent into the player by the snippet, the form will automatically submit and the viewer will not see the lead form appear at all. This helps ensure the viewer has a seamless experience but allows you to track their demo engagement to them specifically. 
  • NOTE* If there are additional fields you want to capture during the demo, those fields will need to be marked as Required.
• If there are remaining required fields, the Consensus Lead Form will automatically fill out any data pulled in from the snippet when presented. The Viewer will simply need to then fill out any additional required fields and then submit to continue the demo.

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• Consensus can also use cookies to track previously submitted data during demo engagement. This data can be combined with the data collected from the snippet to fill out the lead form.
  • NOTE* Data collected from the snippet will override and update the data saved within the cookie for that viewer
    • If Consensus cookie data has the viewer's name saved as “Sara”, but the snippet passes over their first name as “Sarah”, then “Sarah” will be used within the Lead Form and the cookie will be updated to “Sarah” to reflect the latest input from the snippet.