1. Click on Administration in the left navigation.

2. Click on Form Fields in the resulting sub-navigation.

3. After the page opens, click on the link that says Create New Form Field on the right side of your screen.

4. Choose a Form Field Source, which tells your field where to push data to. It will either be a Default Prospect Field (those that came with Prospect Insight) or a Custom Prospect Field, which you have created yourself. 

5. Enter the field Type (text, checkbox, etc.). Note that if you are using a custom field where this has already been defined, those settings will overwrite your selection here. 
6. Enter a Data Format. This will generally be Text but for email fields you may wish to only accept data with a certain validation. For example, you could set it to only validate addresses from a valid domain or choose even more stringent options.
7. Choose a Name for the field that will be used internally. The prospect will not see this name.
8. Choose a Label that will appear in your forms.
9. Enter an optional Description that can be set to appear under a given form field in your form (i.e. instructions on using a multi-select field). 
10. Enter an optional Error Message if the field validation fails during a form submission.
11. Choose any other options by using the checkboxes in the Options section.
12. Click Create form field to save your new field.

Advanced Feature: Conditional Fields

One of the more powerful features is the ability to conditionally display a form field based on other fields already being complete. For example, you only want to show a small number of fields on any one form to maintain a high conversion rate. By default, all forms could show first name, last name, company, and email. Then, conditionally, if first name was previously completed, show a job title field instead. If job title was already completed, show a number of company employees field. If number of employees was completed, show a drop down of industries to choose from field. This functionality allows marketers to progressively gather more information over time and build a profile of the prospect. Each form thank you page should provide links to request more resources, like white papers, to streamline the profile building process.

See Also

• Custom Fields

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