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LeadConduit: Add/Edit Fields


When creating a new flow, you'll start with the following default fields:

  • First Name
  • Last Name
  • Phone 1
  • Email
  • Address 1
  • Address 2
  • City
  • State
  • Postal Code
  • TrustedForm Cert URL

What is a Field?

LeadConduit Fields define what LeadConduit can receive from a lead vendor or web form. Data in a field is actionable e.g. you can make decisions based on it, and you can send it out to various types of recipients. If a lead vendor or your web form submit a parameter that does not match a defined field, that parameter will not cause problems, but LeadConduit will not capture it or be able to do anything with it unless you take the extra step to create an Inbound Field Mapping

Example:

Your flow has the default fields included. A Lead Vendor sends a lead with the following parameters:

  • first_name=Bruce
  • last_name=Banner
  • email=hulk.smash@activeprospect.com
  • my_param=GAMMA47

The my_param datum is not added to the flow, but LeadConduit still processes the lead, it just doesn't acknowledge or deliver the my_param datum GAMMA47.

In the following screenshot, LeadConduit displays the three fields added to the flow but does not display the fourth, my_param data because there is no field defined in the flow for my_param. \

As mentioned earlier, creating an Inbound Field Mapping will resolve this issue, assuming there is another field in the flow to which you want to associate the data.

 fields-events.png

 

How to Add/Edit Fields

To Add, Edit, or Remove fields, click the Add/Edit Fields button:

fields-add-edit.png

Wait a moment for the Standard Fields list to load.

The fields already included in the flow will be at the top of the list with a green checkbox.

Fields with a Green Dot indicate they are used in other flows in your account.

To Add or Remove a field, simply check or uncheck the checkbox next to that field.

Search

You can search field names and descriptions using Search Field section.

 

Custom Fields

If you can't find what you need, you can create a Custom Field. Custom Fields are defined and visible only within your account and are available to any flow in your account.

The first time you create a Custom Field, you will be prompted to create a custom suffix that will be appended to all custom fields. Choose your custom suffix carefully as it 1) will be seen by vendors when you provide them their Posting Instructions and 2) is problematic to change later.

Custom Fields are shown in a Darker Blue than LeadConduit Standard Fields, so they are easy to distinguish at a glance.

fields-custom-field.png

 

Sensitive Data Fields

Some fields contact extra sensitive information that is obscured even within LeadConduit. A couple examples include the standard fields:

  • Password
  • Social Security Number

This data is instead represented by a series of asterisks. If you are collecting other sensitive information in LeadConduit that needs to be obscured, contact Support with specific details of what you are collecting and why it is sensitive and we can configure that for you.

fields-ssn.png

 

Update Fields

Once you've made all your adjustments, click the Update Fields button.

NOTE Your changes are not yet Saved. You still need to click the Save button in the upper right.

fields-update-fields.png 

 

 

Next: Adding a Source »

 

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