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ClickDimensions Forms vs. Form Captures

With ClickDimensions, there are two routes to take when it comes to implementing forms with CRM, the ClickDimensions form builder and form capture. Both ClickDimensions forms and form capture bring submitted data into CRM as posted forms and map to fields on contact or lead records. While they both have the same result, the two methods have several key differences. If you’re struggling to decide which direction to go in, this blog post will help make the decision easier by outlining the differences between the two.

ClickDimensions Forms Form Captures
  • No web developers needed to create or update your form
  • You have more control over the formatting and styling of your form
  • Easy-to-use builder – everything is right there
  • All form submissions come into CRM without needing to re-create your form
  • You don’t have to host the form yourself
  • Use your existing form
  • Mobile responsive by default
  • Implement your own conditional logic

 

The chart above provides a good side-by-side comparison of the advantages of ClickDimensions forms and form captures. However, each method has a few drawbacks that are important to keep in mind.

ClickDimensions Forms

When embedding your ClickDimensions form on your site, you can choose between widgets and iframes. If you’re interested in the differences between these two options, you can read more here. You can only have one ClickDimensions form embedded as a widget on a page at a time. However, you can have as many ClickDimensions forms embedded as iframes on a page as you would like.

The ClickDimensions form builder is very easy to use, but you are a bit more limited in the styling and formatting options you can choose from when compared to form capture. However, you can always utilize the code editor to implement any custom CSS or JavaScript to style your ClickDimensions form to your liking. This might require assistance from a web developer if you are not familiar with JavaScript or CSS.

While on the topic of form customizations, ClickDimensions forms are limited in their ability to natively implement conditional logic where certain fields/options are displayed or hidden if a certain answer is given. While it is possible to accomplish a version of this with the code editor and JavaScript, form capture allows you to utilize your form created outside of ClickDimensions and more easily implement conditional logic.

It’s also worth mentioning that if you wanted to post the submitted form data to multiple locations, you should utilize form capture (specifically programmatic form capture) instead of ClickDimensions forms.

Form Captures

While there can be a lot of upsides to utilizing your own form created outside ClickDimensions, the process of capturing submissions within CRM is slightly more complex than ClickDimensions forms. In addition, because you are utilizing your form, you must host it yourself or via a third party and you might need to involve web developers to make any updates or changes to your form. If you’re not familiar with HTML and/or do not have a web developer available to assist you, form capture may be difficult to use.

Another thing to consider is if you wanted to take advantage of form actions. ClickDimensions forms have actions natively built into the form designer. These actions execute a specific function when the form is submitted; for example, sending an auto-response email to the submitter. These actions are very easy to set up for ClickDimensions forms. However, because form captures do not utilize the ClickDimensions form designer, there is no option to utilize these actions easily. If you wanted to utilize actions upon submission of your form capture, you could utilize a CRM workflow. We have a great article here that discusses this in more detail. If you’re unfamiliar with CRM workflows (or do not have a CRM resource to leverage) and form actions are important to you, form capture may not be right for you.

Lastly, if you use a content management system (CMS) to build your website, the process of integrating form capture can be more complex. To utilize form capture with a CMS, you will need to have access to the “Action =” portion of your forms code. You will also have to add the ClickDimensions tracking script on the page where your form is located. Because all CMS systems have different ways to access and add JavaScript to the page or form, this may not be possible with certain CMS systems. You can read more about this here. Also, if you want your third-party form to be mobile responsive, you must add your own mobile responsive code, unlike ClickDimensions forms, which are mobile responsive by default.

2017-05-25T14:01:01+00:00 By |Forms|0 Comments

About the Author:

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Kevin Kelbe is a ClickDimensions Marketing Success Manager.

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